What are planning views? Understand how it works

Planning views offer a structured approach to analyzing and understanding key performance indicators (KPIs), such as sales, revenue, and demand, for each product across various levels (e.g., category, region, or individual product).

Users can access and review the results within the planning view through different perspectives:

• Multi-item Planning View: Enables simultaneous analysis of multiple products, making it easier to compare performance across different items.

• Single-item Planning View: Provides a detailed analysis of an individual product, offering deeper insights into its specific sales, revenue, and demand patterns.

• Exceptions View: Highlights anomalies or significant deviations from expected performance, such as sudden drops in sales or unexpected demand spikes.

How to navigate Multi-item and single-item planning

Clicking on the icon shown in the screenshot will open the multi-item planning view. This Multi-Item Planning View allows you to compare the results of all selected items within a single screen.

Below is the screenshot of the Multi-Item Planning View, which displays the selected items in a table for easy comparison and analysis of various measures.

How to navigate to single-item view:

Clicking on the name of the planning view will open a screen that provides a detailed view of an individual planning item.

Below is the Single-Item planning view, which appears when you click on the name. This view provides a detailed analysis of an individual planning item. 

Exception count:

Represents the total number of planning items that have significant deviations—positive or negative—in one or more metrics within the planning view. Each count reflects the number of items that exceed the defined threshold levels, enabling planners to quickly identify areas that require attention or review. 

The following screenshot displays the Exception Summary panel. 

Clicking on View Details in the side panel will open the full Exceptions page, as shown below. 

Planning items count: This displays the total number of planning items available in the planning view. The total planning items count is based on the Filter criteria applied by the planner while creating the planning view.

Created planning views will have one of the following four statuses:

• Not Started: When a planning view is created, its status is initially set to "Not Started," indicating that it is in the Ready state.
• Running: This indicates that the planning view is currently being processed. 
• Success: The status changes to "Success" when the planning view is successfully created or updated with the latest data..
• Failed: If the planning view is not processed successfully, the application will display its status as "Failed", indicating an issue that needs to be addressed. However, you can refresh the planning view manually to reprocess it.

Refresh planning view

Refresh Icon: The Refresh option allows planners to update the existing planning view to reflect the latest data and relationships.

Clicking on the Manual Refresh button will trigger a message stating: Planning Instance refresh request submitted successfully and being processed, it will be ready in a few seconds. 

The status of the planning view will change to Not Started, which means it is ready for processing.  You can click on the "Refresh Status" button to check the progress of the Planning View update. The status changes to Running when it is being processed. It then changes to 'Success' when the process is completed successfully.

Color coding of the status icons

The orange color refresh icon indicates that the planning view is not up to date. Clicking on it will refresh the planning view with the latest date. Note: The planning view automatically refreshes with the latest data whenever it is opened, whether in single-item view or multi-item view.

  The grey color refresh icon indicates that the planning view is up to date with the latest data. No need to perform a refresh. However, the button remains clickable, and it will refresh the planning view if necessary.

Note: Any planning views with more than 100 items are automatically refreshed with the latest data after the following events.

• Dataload
• Cycleroll
• Overrides
• Trigger events

Note: Manual refreshes are not necessary post 2025.7.0 release, which is scheduled for the October 27, 2025 go-live. The application identies and automatically refreshes the planning views that has data changes.

Delete Planning view: 

The Delete option allows you to remove an existing planning view when it is no longer needed. Deleting a planning view will permanently remove it from the system, and it cannot be restored once deleted.

You can delete a planning view by clicking on the Delete icon. The application asks for confirmation before deleting the planning view. 

Note: Deleting a planning view will only remove the planning view record from the application. However, the underlying data or the overrides submitted earlier will not be deleted.