Update actuals — upload SAP export
Checking data freshness…
Upload the monthly SAP "Sales Order Volume" export (.xlsx) — the same report, full history range. Safe to re-upload overlapping months: existing order lines get updated with their latest fulfilled quantities, nothing duplicates. Crate/packaging rows are excluded automatically.
New customer — analog suggestion
Launching with a customer that has no history (e.g. Tesco starting in September)? Pick where they'll operate and the expected size — the system suggests the closest existing account as a baseline, and you can add them to the grid above as a planned row.
Segment deep-dive
For a closer look at one segment — monthly trend chart and the full challenge write-up with questions.
Challenge a market ask
Uses the segment selected above. Enter what the market is asking for, and compare it against the recommendation.
Threshold settings
A gap triggers a challenge if it exceeds either threshold — whichever fires first.
Grid — Market / Retailer / SKU
AI recommendations = average of the selected history window (complete months only; current partial month excluded). Meeting in July to set August with a 3-month window = based on April–June actuals. The window below drives both the visible history columns and the recommendation math. Hover the ⓘ on any row for its exact math.