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Forecasts and risk

Act now shows the items that need action today and this week. Each item has a forecast, days of supply, and a risk level.

Forecasts

Demand is learned from the ledger and imported usage history. The system tries several methods (simple and trend smoothing, seasonal, intermittent-demand, and an average template for reporting locations) and picks one by backtest. Each forecast shows a confidence (high, medium, or low) and an 80% range. Days of supply shows "90+" beyond the 90-day horizon.

Risk levels

LevelMeaning
CriticalStock runs out before a resupply can arrive.
At riskStock is under the lead time plus safety days.
OKWithin target.
SurplusAbove the surplus days.

Targets and overrides

Targets are at Planning → Targets. Safety, target, and surplus days default to 7, 30, and 90. Set them per item, class, or team, or set a service level from 0.800 to 0.995. An override sets a daily rate with a reason and an expiry. Only one override is active for each pair.

Exceptions

Needs attention lists forecasts that need a person: low confidence, stockout history, a forecast jump of 50%, bias over 20% across four or more weeks, or an override ending within 7 days.

Usage history

Import usage history to give new items a start. See Setup for the import rules.