Skip to content

9. Collaborate on and adjust the Demand Plan

The Planning Book puts the statistical reference and the collaborative decision in one context. The goal is not to overwrite the forecast indiscriminately, but to record explainable exceptions approved by the responsible business areas.

Roles in this example

Area Contribution to the decision
Sales promotions, relevant orders, and channel changes
Marketing campaigns, launches, and cannibalization
Finance alignment with budgets and targets
Demand Planning reconciliation, recording, and submission

In Community Edition, these roles converge into the same Demand Adjustment measure. Ownership and rationale remain part of the operating governance process.

1. Open the Planning Book

Hover over Demand Planning and open Planning > Planning Book.

Demand Planning menu with Planning Book

Action to perform

Select Demand Plan 2 and the Brazil Macro-region — Commercial Collaboration view. Click Open Planning Book.

The top bar confirms the view, scenario, and Save in batch mode.

East-region Planning Book

2. Compare the reference and the adjustment

Use the subtotal selector to switch among:

  • Baseline, the protected statistical reference;
  • Direct Demand, the resulting value used to read the plan;
  • Demand Adjustment, where the collaborative decision is recorded.

Governance rule

An adjustment needs a reason, an owner, and a validity period. Keep the Baseline when there is no commercial evidence. Community Edition does not automatically create a separate audit series for each area.

3. Enter an increase and a decrease

For this exercise, use Demand Adjustment and Jan/2027:

  1. increase the first item in the view from 29.06 to 31.00 for a confirmed direct-channel campaign;
  2. decrease the next item from 32.28 to 30.00 for expected cannibalization.

First, enter and save the increase. The screen shows 31.00, one pending edit, and the Save in batch (1) action.

Pending increase and Save in batch highlighted

After the 200 response, reload the grid. The persisted 31.00 remains; then enter the decrease to 30.00 and save the second batch.

Pending decrease beside the previously persisted increase

Action to perform

  1. Select Demand Adjustment.
  2. Double-click the Jan/2027 cell.
  3. Enter the new value and press Enter.
  4. Confirm 1 pending edit and click Save in batch (1).
  5. Reload, repeat for the second item, and save the new batch.

4. Reconcile the submission

Batch submission reports its result per cell. After a successful save:

  • the pending-edit counter returns to zero;
  • the values remain after Reload workbook;
  • Direct Demand reflects the consolidated plan.

If one cell fails, do not assume that the entire batch was rolled back. Read the response, correct the rejected cell, and resubmit what remains pending.

Completion criterion

Reload the Planning Book and confirm that 31.00 and 30.00 remain in Jan/2027 for the East scope. Persistence is the evidence that the collaborative cycle is complete.

Return to the collaboration view, or continue with plan review and export.