| Feature |
Standard &
Light
Version |
Advanced &
Extra-Large
Version |
Comments |
| Product Market Segments |
| Product line |
 |
|
Several products, optionally organized in product families |
| Selling locations |
|
|
Many selling locations |
| Sales channels |
|
|
Several sales channels (such as direct, indirect) |
| Euro zone report |
|
|
Optionally reports Euro zone in $ and € |
| Industry or additional segmentation |
|
|
Choose one other segmentation, such as customer industries, customer groups |
| Information that Shapes the Forecast |
| Historical sales data |
|
|
Revenue and sales units by product-market segment and numerous time periods |
| Historical price data |
|
|
List prices, historical price discounts, average selling prices by product-market segments |
- Databases for historical data
|
|
|
Optional Excel databases for easier input of historical sales and price data |
| Managers' inputs |
|
|
Managers’ sales targets for high-level product-market segments |
| Seasonality |
|
|
Extracts seasonality from historical data and applies it to the plan |
| Recently-introduced products |
|
|
Products recently introduced are forecast with regressions that exclude zero sales history before introduction. |
| New products |
|
|
Sales plans for new products (that start selling during the plan time range) are specified without using historical sales data. |
| Time interval of forecast |
|
|
Forecast can be for multiple time periods |
| Trailing-year reports |
|
|
Includes trailing-year reports that remove seasonality and decrease impact of random large orders on trends. |
| Match Plan to Managers’ Targets |
| Adjust main segments |
|
|
Adjust segments for products, locations, channels and customer industries to better match targets. The model suggests
adjustments that bring the plan closer to targets. |
| Adjust 2-factor segments |
(1) |
(6) |
Adjust segments for up to six 2-factor segments (such as product-location) to better match targets. |
| Profit and Profit Margin % |
| Variable costs |
|
|
Variable cost of sales by product and selling location, including cost of goods, selling costs, logistics costs, other
costs |
| Contribution margin |
|
|
Margin $ and % for each product-market segment, by time |