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With demand forecasting in Microsoft Dynamics 365 Business Central, you can forecast per customer, per item variant, per country, and per salesperson. This lets you run different forecast strategies for different markets and items rather than applying one method across the board.
You can update important markets weekly and less critical markets only once every three months. By filtering on the relevant items, customers, or salespersons, you update only the small part of the forecast that needs attention instead of consolidating one large forecast every time.
You can agree on an update strategy with each salesperson who is responsible for specific countries or customers, so the forecast reflects the right level of detail for each area.
Forecasting at a detailed level
One of the strengths of demand forecasting is that you are not locked into a single approach. You can forecast per customer, per item variant, per country, and per salesperson. That gives you the freedom to apply different forecast strategies in different markets and for different items.
You can filter the forecast in several ways. Filter on items, on different salespersons, or on the markets that matter most to you. This flexibility means the forecast can be as broad or as narrow as your business needs.
Different update frequencies for different markets
Not every market deserves the same attention. You might have one market that is very important, where you need the forecast updated as often as once a week. Other markets may only need an update once every three months.
By distinguishing between these areas, you can focus your effort where it counts. For an important market, you import the forecast, add the right filters, and update just that small portion. You avoid working with one huge forecast that has to be consolidated all the time.
Setting an update strategy with each salesperson
Because you can filter by salesperson, you can build the forecast process around the people who own each part of the business. Sit down with each salesperson who has responsibility for specific countries or customers and agree on how often their part of the forecast should be updated.
This way the update strategy matches the real responsibilities in your sales organisation, and everyone knows what is expected of their area.
Q&A
What levels can you forecast on in Business Central demand forecasting?
You can forecast per customer, per item variant, per country, and per salesperson. This lets you apply different forecast strategies to different markets and items.
Can you update some markets more often than others?
Yes. You can update an important market as often as once a week and update less critical markets only once every three months. You decide the frequency per area.
How do you avoid working with one large, hard-to-manage forecast?
You import the forecast, add the right filters, and update only the small part that needs attention. This means you do not have to consolidate one huge forecast every time.
How do you decide the update frequency for each part of the forecast?
You agree on an update strategy with each salesperson who is responsible for specific countries or customers. The strategy then matches the actual responsibilities in your sales organisation.