Demand allocation planning allows you to evaluate your sales by region to help you determine where is best to distribute or manufacture your products. The following example assumes that through demand planning you have determined you have 20,000 units to distribute and want to figure out the best way to allocate them to retail locations. For an example of projecting demand: Demand planning.
Note: Before you begin, you must have set up inbound connections to get your data into Crisp. For more: Getting Your Data Into Crisp.
- From the main menu at the top-right of the screen, select Dashboards.
- From the dashboard menu at the top left of the screen, select Retailer Sales.
- Select the Product Description filter, then select a product (e.g., Cookies, Sugar), then click the reload button.
- Use the Total Sales by Source pie chart to see how sales for the cookie break down by retailer. In this example, we can see that 60% of our sales were at Kroger, so we can assume that we want to allocate 60% of our inventory (or 12,000 units) to Kroger.
- Once you determine how much inventory to allocate to a retailer, load the distribution dashboard for the retailer (in this case Kroger). From the dashboard menu at the top left of the screen, select Kroger > Distribution.
The distribution dashboard appears, where you can determine how to divide up your inventory amongst different locations for the retailer.
- Select the Product filter, then select the any value field and choose the sugar cookie product again. Click the reload button to apply your filter.
- In the Distribution Details table at the bottom of the screen, you can see your current year to date (YTD) unit sales by store and use this information to figure out how to allocate your 12,000 units. You can allocate similar numbers to each store to make sure that you have enough supply to meet demand.