The SIOP Series Configuration Dialog allows you to configure a particular series (or row) to be displayed in the SIOP dashboard.
It is accessible from the SIOP Series Configurations admin screen, or from the SIOP Dashboard Display Options. It pops up whenever you click the "Add" or "Edit" buttons.
Use the various options in this dialog to customize each row to your liking, as well as if you want it to show on a chart, show a comparison of two series, and more. If you don't see something on this list that would be useful for your organization, please contact StockIQ - we expect this menu of options will grow over time.
- Series Label - This is the label that will be shown in the header column for this row. It can be whatever you like. If you leave this out, StockIQ will automatically name it based on the characteristics of the series.
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Series Type - What is the type of data that you want to display? Remember that each of these can be shown in units, COGS, Revenue, or Margin, according to what you want to see or discover:
- Demand Series - Show one of your demand series. For most organizations, you have just one demand series, your independent demand. However, if you have point-of-sale data loaded, or other demand series, you can show them in the SIOP tool.
- Current Forecast - Show the current values from one of your forecast series, such as your operational forecast, a budget forecast/AOP, or some other forecast series.
- Lagging Forecast - Show the values from a forecast that was taken some number of "lag" periods ago, such as 1/2/3 month ago forecasts. (Set the number of lags -- see below)
- Statistical Forecast - Show the values from the statistical forecast
- Open Demand - Show open demand quantities, e.g. unfulfilled sales orders or work orders in period-by-period summaries. This is useful for supply reviews.
- Firm Supplies - Show all open, firm supply records (PO, Transfer, Workorders) in a period-by-period summary.
- Planned Supplies - Planned supplies by StockIQ according to the order recommendations that we are making.
- Firm And Planned Supplies - Show both firm and planned supplies in a single row, for the total of required supply. You can show this in revenue or COGS to get an idea of cash or revenue from your planned purchases.
- OnHand - Show historical or projected on hand levels. (This series does not show YTD or EOY totals)
- Stockouts - Show historical or projected stockout information
- Excess - Show historical or projected excess, such as projected excess on-hand balance over time into the future
- Dead Stock - Show historical dead stock levels
- Offset-By-Years - This allows you to offset the data series back by N number of years. For example, if you are looking at historical demand, you likely want to offset by 1 year to see 1-year-ago actuals. Or, if you want to see historical on-hand, you can see 1-year-ago on-hand values instead of current/projected on-hand values. Use 0 to see "current" and forward-looking/forecasted values.
- Demand Series - This will appear when you've selected a demand series or open demands, so that you can select which demand series to display.
- Demand Forecast Series - This will appear when you've selected a current or lagging forecast option above, so that you can select which series you want from your available options, such as "Operational Forecast"
- Forecast Series Lag - How many lag periods (e.g. how many snapshots back) to show for your lagging forecast. This can be useful to compare lagging forecast to current and see percent changes or quantity changes.
- Unit Of Measure (Optional) - Allows you to specify a unit of measure for this series, which is optional. If you specify nothing, the series will use whatever is specified in the series set configuration, which is the normal situation. However, if you want this particular row to ALWAYS be a certain UoM, then you can specify the override with this UoM selection.
- Show On Chart (Optional) - This allows you to specify if you would like this series to be charted in Chart 1 or Chart 2 in the SIOP dashboard. Click the "X" icon to remove a chart selection so the series will not be charted.
- Chart Series Type (Optional) - Shown if you select one of the two charts to display, this allows you to select the type of chart you want to see.
Comparison Series
The SIOP dashboard allows you to not only show data series, but also to set up comparisons between two different series. Useful ideas include:
- Show my percent growth from last-year actuals vs this year's forecast by comparing a Demand Series to a Current Forecast series, displayed as a percentage
- Show my average error by month, and YTD and EOY, by comparing 1-year ago actuals to 1-year ago forecast.
- Show percent difference between operational forecast and sales forecast
- Show unit differences between current operational forecast and last month consensus (lag 1 ) forecast
You can set these up by specifying the "Comparison Series Type" in the comparison series area, which has the same options as the "Series Type" above. As well, the additional options are the same for configuring what you want the comparison to be. The only new input is to show how you want the comparison displayed:
- Difference - Shows the difference between the two series. Negative numbers are highlighted in red values, positives in green.
- Absolute Difference - Shows the absolute value of the difference, so you can see the scale of changes between two series, when you don't care about the sign. An example would be how far different two series are by Revenue $
- Percentage - Shows the percent difference between two series. Negative numbers are highlighted in red, positive values in green.
- Absolute Percentage - Shows the absolute value of the percent difference between to series, such as in absolute-error calculations for looking at forecast accuracy.