Collaborative Sales Forecasting

Improve Forecast Accuracy with accelerated forecasting and deeper analysis with Collaborative Sales Forecasting from Valizant.

Manage the forecasting process across your entire organization. Easily collect and update forecasts and new product plans to compare against regional and global targets. Track and manage the global forecasting process.

Why Anaplan for Collaborative Sales Forecasting?

Valizant Collaborative Sales Forecasting puts everyone in sales organization on the same page - aligned with company assumptions and objectives. With real-time collaboration, the forecast reflects the current pulse of the customer and a step-change in forecast accuracy.

Sales forecasting at any level in same screen

Access customers forecast and make adjustments at product family, color and SKU level in single view. Understand the real time impact of an adjustment at different levels.

Instant visibility to sales forecasting process

Status of sales forecast completion based on region, product family, customer and sales reps can be tracked through single dashboard view.

Live collaboration through out the sales team

Users on different teams access, comment and make on-the-fly updates to sales forecasts to keep the team in-sync.

Focus on exceptions with interactive dashboards

Identify forecast deviations by region, product or customer in single view and understand the drivers with a single click.

Real-time Customer Assortment management

Make changes to each customer’s assortment – add a SKU, discontinue a product family now or in the future – and instantly view the forecast impact.

At-a-glance analysis of forecast changes

Composite dashboards provide any-level visibility to sales forecast changes – product family, SKU, region, customer – to discover drivers and determine optimal response.

Full-cycle Sales Forecast process management

Provides management with visibility to progress of current forecasting cycle by region and sales rep. Alerts keep the team on-track.

Role based forecasting

Global, management and sales rep views based on assigned regions, customers and products.


This app lets you clearly define data driven criteria to segregate customers into three categories – Focus group, Strategic group and Other. Each group of customers may require different plan of execution.

Unpredictable changes in the marketplace require companies to frame strategies and align resources based on a deeper understanding of their customers. This means having their fingers on the pulse and a heightened awareness of customer behavior. However, as their customer base grows, most organizations lack tools and processes that can help them see these shifting trends.

This app lets you clearly define data driven criteria to segregate customers into three categories – Focus group, Strategic group and Other. Each group of customers may require different plan of execution.  As an example, customers in the “Focus” group may require prioritized services, while those falling under “Strategic” may need more investments matching risks, and the “Others” may be safely planned as a group with-out material impact to revenue plans.

Why Anaplan for Customer Segmentation?​

Use organization’s business data to segment customers based on their revenue contributions and strategic fit. Frame appropriate execution strategies for different group of customers. Create a plan focused on fewer customer accounts that are most likely to drive business objectives.​

Segmentation review vis-a-vis current plant

Review your current plan with app recommended customer segmentation. Make adjustments to current plan based on app recommendation, if necessary. You may also choose to overrule the app recommendation based on expert judgement or strategy.

Retrospective analysis

Compare your current customer segments with past segmentation that are available in archive. Observe how the population and composition of each segment changed over time. Validate your current assumptions based on the past evidences.

Override segmentation suggestions 

Make changes to segmentation policy whenever necessary to make it more aligned with the business scenario. Regroup any set of customers based on judgement.

Formalize a process 

Make customer segmentation review activity a formal and traceable cycle in your organization. Go through a review and approval process after which the segments are locked for the period.

Policy archival

Archive older segmentation snapshots for retrospective analysis. This offers a way to validate older assumptions and evaluate the durability of customer strategy.

Demand Driven Distribution

Valizant's Demand Driven Distribution app on Anaplan helps you achieve the right allocations and transfers across the distribution network

Holding the right levels of inventory, closest to the point of demand generation is the key to deliver highest levels of Demand Fulfillment and Customer Satisfaction. However, defining the right inventory levels and being able to consistently meet that target is difficult, especially in a Multi-Echelon Distribution Network where multiple product families are procured from multiple suppliers and are stored across multiple locations. One key aspect that separates highly successful distribution networks from others is their ability to predict demand and supply at forward locations, and respond effectively by making the right allocations and transfers across the distribution network. Valizant’s Demand Driven Distribution app on Anaplan helps you achieve this capability more easily through its comprehensive design and ready to use technology.

Why Anaplan for Demand Driven Distribution?

Replace inefficient top-down Inventory Allocation methods with a pull driven process that is more realistic, responsive and accurate. Respond to market demand by positioning right levels of inventory at right locations. Improve customer satisfaction by recognizing exceptions before lead time.

Multi-echelon Distribution Network Model

Model your “N” level Multi-echelon distribution network. Define replenishment sources for the lowest level forwarding locations to mid-level warehouses up to the regional distribution centers.

Network Attribute definitions

Design your multi-echelon distribution network taking into account the key decision attributes like Minimum Order Quantity, Order Multiples, Transit times and Lead time offsets.

Demand Forecast Driven Allocation

Create a pull based Distribution network where the demand forecast close to the points of consumption drives inventory allocations at storage locations across the network. Overcome the inefficiencies of a top down inventory “push” network.

Single screen Summary View

Monitor the health of your distribution network from a single screen. Review supply exceptions for Product Families by Supplier and by Inventory location over a number of time periods (ex: 30, 60, 90 days).

Unfulfilled Demand Drilldown views

Get the low down on Unfulfilled Demand (Projected Inventory versus Demand Forecast) at finer levels of detail. Review inventory shortfalls for SKUs by Supplier and by Locations.

Transfer exceptions report

Review Unallocated Transfers for products and locations, Planned Transfer Receipts, Requested Transfer receipts and Recommend Transfers.

Below Minimum and Above Maximum views

Adjust the supply network after reviewing the extremes, locations where supply is below minimum target inventory and above maximum inventory.

ERP Transfer requests from the app

Drive execution by creating ERP Transfer Orders right from the app. Expedite transit time by upgrading freight priorities. Refresh the dashboard to review impact.

 Network Configuration

 Adjust lead times, change replenishing sources, Transit Times, by Warehouse. Adjust time fence and planning horizon in a simple user interface.


Achieve better forecast quality with Valizant’s Forecast Variability Analysis app on Anaplan​

Superior Forecast Quality improves customer satisfaction, reduces inventory costs and drives higher margins. Valizant’s Forecast Variability Analysis app on Anaplan helps your organization achieve better forecast quality.

With this app, you can set clear and unambiguous forecast quality goals at your organization. You can align your teams to these goals in clear terms that they relate to. You also get a live picture of Forecast Quality on the go and understand how forecast varies by Teams, by Products, by Regions and by a combination of all these, at different levels of detail. Most importantly, this app helps you quickly interpret impact of Forecast quality on your business and act on time with precision.

Why Anaplan for Forecast Variability Analysis?

Superior Forecast quality delivers greater value across the organization. Our application enables you to communicate and measure Forecast Variability in de-jargonized and easy to understand terms. Greater resonance in teams leads to quicker adoption of the Forecast Collaboration process.

Financial Impact Analysis

See the big picture. Determine financial impact of Forecast Variability on Revenue and Margins. Measure dollar impact of lost Sales at Customer Account or Geographical Regions.

Team Performance Management

Build a culture of accountability. Hold teams accountable to their forecasts. Measure performance of teams and also individual sales reps across Product Lines and Geographies.

Exception Management

Act promptly when it is most necessary. Review large exceptions, determine impact, make an informed decision and act on them.


Click through from higher level aggregate views to fine grained details. Uncover hidden problems that might have passed along unseen under layers of aggregate information. Drill down from Product Lines to product attributes like Color and review forecast performance.

Forecast Quality in Both Percentage and Absolute terms

You don’t have to choose between Relative and Absolute measures. Combine them in a single view and use both dimensions to form the right understanding and make the right choice. Also, look for BIAS and realign objectives.

Custom Thresholds

Set custom thresholds for Target Error and Max Error at different levels. Change threshold levels on the fly in your dashboards and refine your decision.

Outlier identification and Tagging

Events happen and produce outliers. Identify the aberations and the events that caused them. Tag them to filter them out of future forecast signals.

Override notes

Establish decision accountability through audit trails. Add reason codes and rationale while making changes to your Plans or Dashboards.

Forecast Value Add

Compare multiple forecasts to understand if forecast collaboration cycles are adding value to forecast quality.

Product segmentation and analysis

This Demand Policy app by Valizant helps you to classify your product mix into three segments and assign an appropriate planning policy to each set of items.

Creating demand forecasts for large product mix is an onerous task. Organizations, that plan demand for a large number of products across multiple customer locations, find it difficult to focus their efforts on a few product-customer combinations that truly require collaboration. In reality, not all products require Plan Collaboration. There are products that have steady coherence to statistical forecasts and their forecasts can simply be trusted. Then there are products that are slow moving or low margin where spending precious collaboration time is unnecessary. The challenge however is to identify these products quickly and put them into separate policy buckets.

This is where a Demand Policy based Product Segmentation comes to rescue and helps you generate more impact for the efforts invested on collaboration. This Demand Policy app by Valizant helps you to classify your product mix into three segments and assign an appropriate planning policy to each set of items.

Why Anaplan for Product Segmentation and Demand Policy?

Take charge of your Demand Plan. Narrow down the list of collaboration planning items and direct everyone’s efforts on those few items. Generate more impact for the efforts invested on collaboration. Simplify the planning process by reducing unnecessary review meetings.

Configurable Demand Policy rules for product segmentation

Create comprehensive Demand Policy rules based on product lifecycle attributes, sales revenue or forecast variability information and segment products into multiple planning buckets, example – Collaboration items, Forecast items and Stock items. 

Policy based segmentation engine

Run demand policy rules on actual business data and narrow down the product mix that requires intensive plan collaboration. Focus your collaboration efforts on this segment. Segregate catalog items where forecasts are reliable or stocking policy is sufficient from the collaborative planning efforts.

Policy review

Review the products listed under each segment and review their population with respect to their revenue contribution. Adjust policy parameters if necessary and review how the segmentation changes. Iterate till you see a meaningful segmentation of products.

Policy override

Override the segmentation rules in the Demand Policy for any strategic reasons and review changes in segmentation.

Review cycles and reclassifications

Undergo a formal review cycle of the finalized product mix by segments. Continue the process periodically to reflect changes in the marketplace.