What are forecasts
Forecasts are estimates of future production and supply needs based on historical data, market trends and predictive analytics.
The forecast module is activated on request by the KanbanBOX team and its interfaces can be used to:
- Share forecasts with suppliers
- Perform forecast-based maintenance
Forecast import into KanbanBOX
It is possible to import forecast data into KanbanBOX. It is important to note that only the owner of the loop can import forecast data for his loops.
Import is available via API call: POST/Forecast, or via excel import.
The following table presents the most significant fields of the forecast table with their relative meaning:
Field | Description |
---|---|
Scenario | They are different sets of forecasts. They can be, for example: optimistic scenario, realistic scenario, pessimistic scenario. |
Revision | The updated version of each scenario. It is possible to keep the same scenario updated by sending subsequent revisions to KanbanBOX. To insert a new version of an already imported forecast, the name of the revision must have a different value from the previous ones (for example a progressive number). |
Time bucket | Time unit for the forecast. Currently, the only time interval available (and active by default) refers to a week. |
Share forecasts with suppliers
To view the reports, you need to follow the following procedure:
- Click on Report
- The supplier will be able to see Forecast as supplier, the owner will be able to see the Forecast as owner.
Once the forecast table is shown, you can export it to Excel by clicking on Export forecast to Excel on the top right.
In the Forecast as supplier table, the supplier can confirm or change the forecasted quantity for each forecast by clicking on the icon Add quantity confirmation. This way, the confirmed quantity is recorded under the Confirmed Quantity column of the table.
The ordering of forecasts in the table follows the "Revision Creation Date". For this reason, the weekly time buckets (the "Time bucket" field) may not be sorted chronologically.
It is possible to enter a forecast even for loops not yet created in KanbanBOX. Each forecast is associated with a data set made up of item, supplier and customer. A forecast can therefore be generated starting from this data, without the need for an existing loop, as long as these three components exist in the KanbanBOX masters.
Notes on forecast tables: Immediately after import, the new revision becomes active, while the previous revision is automatically deactivated and an expiration date is recorded. In fact, the table has an active filter by default in the "expiry date" field, so it only shows active revisions. Previous revisions are not deleted or overwritten, but are hidden by this filter when an expiration date is entered.
Maintenance from forecast
In addition to the possibility of viewing the forecast table, the functionality Maintenance from forecast is also available.
Procedure:
- Click on Kanban > Kanban maintenance > Maintenance from forecast
- The table shows the Maximum consumption per day from KanbanBOX and the Maximum consumption per day from forecast together to compare them.
- In the table is shown the KanbanBOX suggested adjustments, based on forecast data.
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Using the commands in the Operations column it is possible to carry out loop maintenance operations, including:
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: with each click, the number of cards present in the loop increases by 1;
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: with each click, the number of cards in the loop decreases by 1;
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: by clicking, the loop is resized according to KanbanBOX suggestions;
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: link to the statistics page (read Kanban statistics and maintenance);
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: to access the Edit kanban loop page.
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