Reconciled p.14
FY2025 baseline demand plan: East region
+7.1% vs. prior period
Use case
Demand & inventory planning
Connect demand assumptions to the same reconciled model as the financial forecast, so a shift in demand recomputes inventory and cash together, instead of two spreadsheets that meet once a month.
What holds inventory planning back
A reorder decision shouldn’t run on a stale export.
- A demand shift sits in a planner’s spreadsheet until someone re-keys it into the reorder sheet.
- Stock levels are set from last month’s export, not the actual reconciled demand signal.
- A stockout shows up on the warehouse floor before it shows up in the cash forecast.
- Ops and finance argue about whose inventory number is current instead of working from one.
One connected model
From a demand shift to the shelf, in one recompute.
Live model · not a recording
Overview Demand planning Inventory planning Scenario planning Consolidation
Inventory planning
Region: EastSKU: AllPeriod: FY2025
Demand plan
142K
+7%
Inventory on hand
18.4K
−3%
Forecast accuracy
94%
+2pt
Weeks of cover
5.2
−0.4
2 SKUs inside reorder risk this cycle $18K exposure
| Product | Demand | On hand | Status |
|---|---|---|---|
| Bottled water | 84,320 | 61,140 | On track |
| Cooking oil | 42,610 | 38,905 | At risk |
| Packaged rice | 55,970 | 49,220 | On track |
| Cleaning supplies | 21,340 | 24,880 | At risk |
A guided walkthrough of a live demand and inventory model: every figure on screen still carries its own citation.
A forecast built on a tied-out signal
The baseline demand forecast starts from actuals already reconciled to the ledger, so the plan begins from a real number, not a re-keyed export.
Inventory sized to actual demand
Change a demand assumption and dependent stock and reorder lines recompute deterministically: the plan tracks the current signal, not last cycle’s snapshot.
One plan, every function can see
Ops, sales, and finance read from the same governed definitions, so a demand number means the same thing at the reorder meeting and in the board pack.
Key features
Built for demand & inventory planning
Demand scenarios, recomputed instantly
Test a promo lift, a slow month, or a supply delay in plain language: every dependent stock and cost line recomputes against the same reconciled base case.
56% Baseline
88% Promo lift
32% Slow month
A baseline that updates as actuals land
Each new reconciled period feeds the baseline forecast forward, so the plan reflects what actually happened last cycle rather than a static assumption set months ago.
Granular access rights
Role-based access and per-organization isolation keep sensitive stock and cost figures scoped to the people who should see them.
Inventory that tracks the live plan
On-hand and reorder lines sit against the same model as the financial forecast, so a stocking decision and a cash-flow forecast never quietly disagree.
W14
W15
W16
W17
W18
W19
W20
W21
Dedicated reorder-point & safety-stock engine · Coming soon
Not a rating. A chain.
Every figure in the inventory plan can show its own proof.
- 1 Filed
- 2 Extracted
- 3 Reconciled
- 4 Cited
- 5 Exported
Reconciled p.20
Inventory rebalance scenario: Q3 promo
−5.6% vs. prior period
Reconciled p.9
Stockout exposure: fast-moving SKUs
+1.8% vs. prior period
Keep exploring
Where the same reconciled model shows up next
Sales & operations planning
Demand, supply, and the financial plan recompute from one reconciled model instead of three spreadsheets stitched together by hand.
See it in actionSupply chain planning
Supply-chain planning runs as a connected surface over the same reconciled model, with any cost or cash-flow impact flowing through with full lineage.
See it in actionProduct profitability analysis
Product and segment margins draw on the same canonical cost and revenue data, with definitions set once and reused everywhere.
See it in actionFrequently asked
Questions about demand & inventory planning.
How does demand forecasting stay accurate here rather than drifting between exports?
The baseline forecast starts from actuals already reconciled to the ledger, and each new period’s reconciled numbers feed the forecast forward automatically; there is no manual re-export step where drift creeps in.
What happens to inventory when a demand assumption changes?
Stock and reorder lines recompute deterministically against the new assumption in the same model, so the inventory plan and the demand plan never fall out of sync.
Can I test a promo lift or a supply delay without disturbing the live plan?
Yes. A scenario stays tied to the underlying reconciled base case, so a what-if recomputes on its own branch rather than overwriting the plan the rest of the team is working from.
Where do the demand and inventory actuals in the model come from?
From the same ingestion and reconciliation path as the rest of the platform: accounting and ERP exports, bank feeds, or uploaded Excel/CSV/PDF, normalized and checked against printed totals before anything becomes citable.
Can I ask the model a plain-language question about a stockout risk instead of pulling a new report?
The Analyst agent answers questions over the model and its cited actuals in plain language, retrieving the figures and running the calculation live, always citing what it computed from.
Is a full reorder-point or safety-stock optimization engine included today?
Demand and inventory planning is described here at capability level as part of the founder-directed planning scope; a dedicated optimization engine is a roadmap item and will carry a "Coming soon" label until it ships.
Get started
Plan inventory at the pace demand actually moves.
Book a walkthrough and we’ll connect a sample demand and inventory plan to your own reconciled actuals: one model, cited end to end, ready for the next cycle.