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Forecast User Manual

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FORECAST

User Manual Version 1.0

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Version No

Created By Created On Verified By Verified On Description

1.1 Mr. Jayendrasinh Gohil

06/03/2019 GEMS Integration

1.0 Mr. Jayendrasinh Gohil

23/04/2016 Mr. Hemal Patel 23/04/2016

Draft Mr. Jayendrasinh Gohil

22/04/2016

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Index

1. Purpose ................................................................................................................................................. 4

2. Downloading Forecasting Tool.............................................................................................................. 5

3. Logging in to the file. ............................................................................................................................. 6

4. Selection of Forecast Month ................................................................................................................. 7

5. Entering Bottom up forecast................................................................................................................. 8

6. Security Warning [Enabling Macros] ................................................................................................... 10

7. Enabling Macros .................................................................................................................................. 12

8. Technical Assistance ............................................................................................................................... 13

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1. Purpose

The bottom up forecasting tool will be used by the Sales Managers (SMs) to provide a

bottom-up forecast for the next 3 months at a SKU-C&S level based on their market

knowledge, competitive actions and planned promotions.

a. Overview of Demand Forecasting Process The Demand Forecasting Process consists of three key activities:

Steps Involved

• Enter historical sales data

• Compute best fit statistical forecast

• Add promotion effects and create baseline forecast

• Sales managers to upload bottom up sales forecast based on sales trends, competitive actions and other inputs

• Discussion between Demand Planner and Sales Head to finalize consensus forecast

• Approval from division and cluster heads

People involved • Demand Planner • Sales Manager • Demand Planner

• Sales Head

• Division and Cluster Heads

This manual explains the steps involved in generating a bottom up forecast

Baseline

Forecasting

Bottom Up Forecasting

Consensus Forecasting

• Discussion between Demand Planner, Sales Manager and Sales Head to finalize consensus forecast

• Approval from division and cluster heads

• Demand Planner • Sales Manager • Sales Head • Division and Cluster Heads

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2. Downloading Forecasting Tool

a. Login into CPL setu Portal Open Chrome by using following link

o Link : http://cplsetu.cadilapharma.in/salesreportsweb/

Login to CPL setu with your login details.

Click on Forecast file tab highlighted below and download the updated version of the Bottom up

forecasting tool.

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3. Logging in to the file.

Once macros are enabled, you will need reopen the excel file and log in using your GEMS

employee credentials

After you log in, initially the file will appear blank. Click on the grey button to continue

o es your company mail id and other details appropriately and click on submit.

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4. Selection of Forecast Month

In the window that appears, select your division, select the forecast which you need to

work on and click on Retrieve. You need to select the Base month of the forecast i.e. the

first month for which you are creating the forecast from the table

o Request, Menu New Request

o Enter Guest Information and other details appropriately and click on submit.

1. Menus 2. Tooltip, on mouse over, will display field details. 3. Submit Guest Request for HOD Approval. 4. Clear / Reset Request page. 5. Guest Request approval workflow. 6. Pending request list. 7. Actions for Pending request.

2

1

5

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5. Entering Bottom up forecast

On retrieving the relevant forecast, the Sales trends and the forecast for your area will be

displayed at a SKU-C&S level.

1. Base month of the forecast 2. SKUs indicated as High Priority to be given more focus 3. SKU and C&S Details with SM code. 4. Sales trends over the last few months.

1 2

3 4

1 2

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1. Secondary Sales Trends. 2. Baseline forecast created by Demand Planner. 3. Forecast Accuracy trends.

You need to enter the bottom up forecast quantity for all SKUs in the column marked as

“Bottom Up Forecast Volume”. The value will be computed automatically based on the NRV.

Remember that you need to provide the sales forecast quantity only. Free scheme quantities

should not be included in the forecast

Additionally, along with the forecast, also enter the Reasons for Variance where the variance is

more than +/- 20% from the Baseline Forecast.

3

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1. Enter Bottom up forecast.

2. Forecast to be entered for the next 3 months

3. Variance shows the difference between the bottom up and the baseline forecast

4. Enter remarks for SKUs where Variance is high.

6. Security Warning [Enabling Macros]

Open the Bottom up Forecasting Tool Excel file and when asked, enable macros for the

tool to function properly

Standard Pop Up in MS Excel 2003

1

2

3 4

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Standard Message displayed in Excel 2007 or later

In case the pop up or the message is not displayed, please go to the Appendix to see detailed

steps on Enabling Macros in Excel

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7. Enabling Macros

a. Enabling Macros in Excel 20003

Follow the following steps 1 – 3 in order to enable macros and then reopen the file

b. Enabling Macros in Excel 2007 / 2010

Follow the steps 1-6 in order to enable Macros and then reopen the file

c. Enabling Macro in Excel 2013

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Follow the steps 1-6 in order to enable Macros and then reopen the file

8. Technical Assistance

For any Technical need, please log a call in IMS.

https://ims.cadilapharma.in/IMS_Net/pageauth/