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Channels

Understand where your demand comes from. Plan it at the right level.

Overview

Channels gives you visibility into how sales and demand are distributed across the different channels you sell through — such as key accounts, marketplaces, buying groups, regions, or other customer segments.

Use Channels to compare sales performance, understand which channels drive demand for individual items, and, where needed, forecast and plan demand separately by channel.

Channels is available with Plan Pro and requires channels to be configured in your AGR data mapping.


How Channel Planning affects demand

When Channel Planning is enabled, AGR splits the SKU's sales history by channel and creates separate forecasts at: Item + Location + Channel

AGR creates Sales Plans and Promotions to each individual channel.

AGR brings these demand streams back together when calculating the overall demand for the SKU, so your channel planning feeds directly into inventory and replenishment calculations.

For example, instead of planning one combined demand stream, you could have:

Retail forecast + E-commerce forecast + Key Account forecast, sales Plans per channel will override each channel forecast & Promotions are added on top → Total Demand → Replenishment

This gives you more control over where demand is expected to come from, while AGR still considers the combined demand when determining replenishment needs.


Channels overview

Go to Plans > Channels to see all your channels in one place.

The page combines a Sales by Channel chart with a detailed table, giving you a quick overview of sales quantity, sales value, cost value, number of customers, and items across your channels.

Sales by Channel

The Sales by Channel chart makes it easy to compare the size and performance of your channels.

For each channel, you can compare:

  • Sale Qty — total units sold

  • Cost Value — cost of the goods sold

  • Sale Value — total sales value

Click a measure in the chart legend to show or hide it. Use Chart Settings ⚙️ to choose which channels are displayed.

Channel grid

The grid table gives you the underlying figures for each channel.

Use Search Channels to quickly find a channel, or export the data to Excel or CSV for further analysis.

Click a Channel name to explore that channel in more detail, or select it from the "All Channels" dropdown.

Filter and change the period

Use the controls at the top of the page to decide which data you want to analyze.

Filters let you narrow the results by a list of items, item groups, locations, and other available dimensions. Use Closed to include or exclude closed items.

Date range, use From / To to select the period you want to analyze. When Rolling is enabled, the selected period moves forward automatically over time. When it is disabled, the dates remain fixed.


Explore an individual channel

Select a channel to explore what drives its sales and demand, and manage channel-level forecasting and planning.

Click a Channel name to explore an individual channel in more detail, or select it from the "All Channels" dropdown.

The summary cards at the top show:

  • Total Sale Qty

  • Total Cost Value

  • Total Sale Value

  • No. of Items

Each card also shows the percentage change compared with the previous comparable period, helping you quickly identify changes in channel activity.

Below the summary, the item table shows the individual SKUs (item + location) sold through the channel.

Understanding how important a channel is for an item

One of the key metrics on this page is Channel Share of Item Sales.

This shows what percentage of the SKU's total sales comes from the selected channel.

For example, if a channel accounts for 80% of an item's sales, its demand pattern may be particularly important when forecasting and planning that item.

Use this information to identify items where planning demand separately by channel could provide additional value.


Forecast and plan demand by channel

By default, AGR forecasts demand at item + location level.

However, not every customer or sales channel behaves the same way. A key account may have different seasonality from your general customer base, while an e-commerce channel may be affected by different campaigns or growth patterns.

For selected items, you can therefore create separate forecasts for individual channels.

This allows AGR to understand each channel's demand pattern independently and gives your planning team the ability to add Sales Plans and Promotions at channel level.

Create a Channel Plan

  1. Open a channel and select the items you want to plan by channel.

    1. You can select individual items, select all,

      1. when selecting all items, you can use filters to narrow the list first.

  2. Click Create Channel Plan.

  3. In Edit Item Channels, select the channels that should have their own forecast and planning data series.

  4. Choose how the selection should be applied:

    • Add to current channel selection — keeps the item's existing channels and adds your new selections.

    • Override current channels with the new selection — replaces the existing channel selection with your new selection.

  5. Click Apply.

Important: The first time channel planning is applied to an item, AGR creates a new forecast structure and disables the item's existing Sales Plan. Review any existing Sales Plan and Promotion values before enabling channel planning. Subsequent changes to the item's channel selection do not have this same first-time effect.

Below are screenshots describing the process

  • Step 1 & 2 - selecting the items and creating channel plan

  • Step 3, 4 & 5 - Edit Item channels

    • (creating channel: forecast; sales plans; promotions, or only promotions)

Once processed, a Channel Forecast is enabled and the "Channels with Separate Forecast" will show which channels are being forecasted separately for the SKU.


Planning the Channel

Staying within Channels, you can access the item card > plan tab and start planning per channel

You can also manage channel-level demand directly from Plans > Sales Plans.

Select a channel to view and plan the upcoming demand — only items with Channel Forecast enabled for that channel will appear.


When should you use separate Channel Forecasts?

Separate Channel Forecasts are most valuable when a channel has a meaningfully different demand pattern and enough sales history to forecast that pattern reliably.

Avoid splitting demand unnecessarily. The more channels you create forecasts for, the more fragmented the sales history becomes, which can leave each individual forecast with less data to work from.

Safety Stock and other item-level forecast and order settings remain at SKU level.


Find items with no previous sales in the channel

Turn on Show items with no prior channel sales to find items that have never previously been sold through the selected channel.

This looks across the item's full available history rather than the period selected at the top of the page.

It can be useful when introducing existing products into a new channel and you want to identify items that do not yet have channel-specific sales history.


Column reference

Channels overview page

Column

What it shows

Channel name

The channel. Click the name to open its detail page.

No. of Customers

Number of customers mapped to the channel.

No. of Items

Number of items with sales through the channel, for the chosen time period.

Sale Qty

Total quantity sold through the channel, for the chosen time period.

Cost Value

Total cost value of goods sold through the channel, for the chosen time period.

Sale Value

Total sales value through the channel, for the chosen time period

Channels detail page

Column

What it shows

Item

Item name and item number.

Location

Location where the sales are recorded.

Sale Qty

Quantity sold through this channel for the SKU.

Cost Value

Cost value of those sales.

Sale Value

Sales value generated through the channel.

Channel Share of Item Sales

Percentage of the SKU's total sales generated by this channel.

Channels with Separate Forecast

Channels currently being forecast separately for the SKU.

Channel Forecast

Indicates whether this channel has its own forecast.

Sales Plan

Indicates whether a Sales Plan has been entered for the item and channel.

Promotions Plan

Indicates whether a Promotion Plan has been entered for the item and channel.


FAQ

Why don't I see Channels under Plans?
Channels requires Plan Pro and at least one channel to be configured in your AGR data mapping. Contact your Customer Success Manager if you would like to get started.

Where do the channels and customers come from?
Channels and their customer mappings come from your data integration. They cannot be created or reassigned from the Channels page. Contact your Customer Success Manager or integration contact if the mapping needs to be changed.

What is the difference between Add and Override?
​Add keeps the channels already configured for the selected items and adds your new selections. Override replaces the existing channel selection with your new selection.

Why did my existing Sales Plan stop applying?
The first time Channel Planning is enabled for an item, AGR changes the item from item-level planning to channel-level planning. As part of this change, the existing Sales Plan is disabled. Review your existing plans before enabling Channel Planning and recreate the relevant planned demand at channel level.

Why don't the figures match another AGR report?
Check the selected From / To period, active Filters, and whether Rolling is enabled. Also check whether closed items are included or excluded.

How can I find items that haven't been sold through a channel before?
Open the channel and enable Show items with no prior channel sales. This searches the available sales history and shows items with no previous sales through that channel.

Should every item have a separate forecast for every channel?
Not necessarily. Channel forecasting is most useful where channels have distinct demand patterns and enough historical data to support a meaningful forecast. For many items, forecasting the combined demand at SKU level may still be the better approach.

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