Maintain Segment-Specific Forecast Profiles

In this activity, you can define segment-specific forecast profiles, or profiles that apply for specific characteristic values in planning. With these you can define different forecast profiles for different products, for example.

With a so-called "access key", you define which forecast profile should apply for which characteristic values in planning. Thus an access key combines all the information pertaining to segment-specific forecasting.

You can only use segment-specific forecast profiles in automatic planning. You do not need to make all entries for all profitability segments to carry out a segment-specific forecast. Instead, all you have to do is specify the access key, and the system carries out all the corresponding forecasts.

Activities

To define a segment-specific forecast profile:

1. Create an access key.
2. Define a derivation rule for segment-specific forecasting. Note that the "access key" is a mandatory source field and is thus automatically entered in the derivation rule. Select the additional characteristics that you want to use to determine the forecast profile. The "forecast profile" is a mandatory target field and is thus automatically entered in the derivation rule.
3. Create rule values for the derivation rule. These are the combinations of characteristic values and the resulting forecast profiles. If you have not yet created any forecast profiles, you can do so here by double-clicking on the "Forecast profile" field.

You can also define rule values directly from the application menu.