TABLE OF CONTENTS

• Cycle Roll — Planner Guide
  • What is a Cycle Roll?
  • What Changes for You as a Planner?
  • Quick Example
  • What You Should Do Around a Cycle Roll
  • Key Things to Remember

Cycle Roll — Planner Guide

What is a Cycle Roll?

A Cycle Roll is simply the system moving forward by one month. When it runs:

• The just-completed month/week becomes a historical period — real shipped numbers are imported from the ERP into the actuals measure
• The next month becomes the new "current" planning month
• A new future month is added at the far end of your planning horizon

Think of it like peeling one month off the left of your planning calendar and adding a fresh one on the right.

What Changes for You as a Planner?

Quick Example

It's the end of August. The Cycle Roll runs. August's shipped actuals (41,800 units) are imported into the Shipped Units measure. Your Sales Manager Forecast override (40,000 units) remains intact on the Sales Manager Forecast measure — both are visible side by side. September is now the current month. November 2025 — previously outside the horizon — is now open for planning.

What You Should Do Around a Cycle Roll

Before the roll: Review and finalise your forecast overrides for the closing month — this is your last chance to ensure the forecast record is clean before variance reporting kicks in.

After the roll: Compare your forecast against the newly imported actuals to understand your accuracy. Check the new far-future month and review any products where the statistical forecast changed significantly.

Key Things to Remember

• Forecast overrides and actuals live on separate measures — a Cycle Roll never deletes or overwrites your planning work
• Once actuals are imported, the system calculates variance between your forecast and what actually shipped
• The Cycle Roll is triggered by your planning admin — it does not run automatically
•  It cannot be reversed once run — actuals must be validated before the roll is triggered

Bottom line: A Cycle Roll keeps your planning horizon current. One month closes with real actuals recorded on their own measure, one new month opens for planning — and your forecast values remain visible throughout for accuracy review.