Take control of future demand with Sales Plans in AGR. Review historical sales, compare forecasts, adjust expected demand, and plan promotions—all in one place.

Sales Plans help you prepare for changes in demand and ensure AGR considers your plans when calculating replenishment needs, so you can have the right stock, in the right place, at the right time.

The Sales Plans page is where you review and adjust the demand AGR uses to calculate order proposals. For each item it shows past sales, the statistical forecast, your manual Sales Plan, and planned Promotions side by side, by month, week or day.

The Sales Plan is pre-populated with the statistical forecast, which AGR calculates from sales history. When you enter your own value, AGR keeps it and does not overwrite it when the forecast recalculates. Plans further out will eventually drive purchase orders.

Go to Plans → Sales Plans.

Everything you need to scope and shape the grid sits in the header and the toolbar above it.

The header and toolbar let you select which items to plan, customize the grid, and control how much history and future demand you want to see.

The sales plan opens by default at one location

When you have channels, the sales plan defaults at All channels at one location

At the bottom of the page, Total rows shows how many items are included in your current selection.

You can plan demand by month, week, or day, depending on how much detail you need.

The selected date range is displayed below the settings.

Tip: Use monthly periods for longer-term planning, weekly periods for upcoming demand changes, and daily periods when you need more precise timing.

Each item appears as a group of rows, with one row for each selected data series. Historical periods appear to the left, followed by future periods.

Understanding the difference between the data series is key to effective demand planning. There are more data series available then are describe here, see Key data series in AGR

The Statistical Forecast provides the starting point for your Sales Plan. You can then adjust the Sales Plan and add Promotions to account for demand that would not otherwise be reflected in the forecast.

Example:

In this example, you expect regular demand to increase from 1,000 to 1,200 units and plan an additional 300 units for a promotion.

AGR uses the resulting 1,500 units of Total Demand when calculating replenishment requirements.

The current month is divided into two parts:

For additional information, enable Advanced mode using the rocket icon in View Settings. You can then select additional data series, including Forecast Override, which helps you identify manual changes made to Sales Plans.

Before adjusting demand, configure the page to focus on the items and periods you want to work with.

You can return to saved views whenever needed. Views shared by colleagues are available under Shared Views.

Tip: Create separate views for regular demand planning, promotions, new items, or specific product groups to make recurring planning tasks faster.

After you click save, or save as... Give the view a name, and share with the relevant people or roles if applicable.

You can update expected demand for an individual item or make proportional changes across multiple items.

AGR saves your manual value and uses it instead of the Statistical Forecast for that period.

The value remains in place even when AGR recalculates the Statistical Forecast.

You can also plan at an aggregated level, making it easier to increase or decrease demand across many items at once.

AGR distributes the adjustment proportionally across the selected items, based on their existing planned quantities.

Example: Increase an item group's demand by 20%

Instead of changing each item individually, you can increase the total from 10,000 to 12,000 units. AGR distributes the 20% increase across the items.

When you enter a monthly or weekly Sales Plan, AGR distributes the quantity across the underlying days.

Where a Statistical Forecast exists, the distribution follows its daily demand pattern.

For example, if an item typically has no expected demand on weekends, those days remain at zero rather than receiving an equal share of the monthly plan.

This helps preserve the item's expected demand pattern while adjusting the overall quantity.

Use the Promotions series when you expect demand above your regular Sales Plan.

This can include marketing campaigns, seasonal promotions, special events, or anticipated one-off sales increases.

Promotions are added on top of the Sales Plan, allowing you to account for extra demand without changing the underlying regular demand plan.

The promotion quantity is added to the Sales Plan and reflected in Total Demand.

Unlike the Sales Plan, a weekly or monthly Promotion quantity is distributed evenly across the days in the period.

If you want to add a promotion equivalent to a percentage of existing planned demand, you can copy the Sales Plan values into Promotions and adjust them.

Example: Add 50% promotional demand

Important: Entering =+10% directly into a Promotions cell increases its existing Promotion value by 10%. It does not calculate 10% of the Sales Plan.

To calculate promotional demand based on the Sales Plan, first copy the Sales Plan values into Promotions.

You can remove a manual Sales Plan adjustment or a planned Promotion whenever it is no longer needed.

The result depends on the data series:

To edit the current month:

For additional guidance, see Deleting a planned value in Promotions or Sales Plan.

If you prepare demand plans outside AGR, you can copy values directly from Excel into the Sales Plans grid.

For a successful paste:

Important: Make sure the items, their order, and the time periods match before pasting. This helps ensure values are assigned to the correct items and periods.

You can export the grid for further analysis, sharing, or offline planning.

you can right click on any green editable cell and add a comment to the planning or sale adjustments you are making

AGR preserves manual Sales Plan values when the Statistical Forecast recalculates.

This is useful when you have specific knowledge about future demand, but it also means that older adjustments can remain in place.

Review future plans regularly, especially when market conditions, customer expectations, or product strategies change.

If a one-off sales spike or dip is distorting the Statistical Forecast, consider adjusting the Sale history rather than repeatedly changing the Sales Plan.

Correcting historical demand helps AGR generate a more representative Statistical Forecast going forward.

For items without sufficient sales history, you can manually enter a Sales Plan until reliable demand patterns develop.

Depending on your setup, you can also use AI Sales History, New Item Forecast Daily, or Connected Items to support demand forecasting for new or replacement items.

When an item is being discontinued, gradually reduce its Sales Plan to reflect the expected decline in demand.

Alternatively, use the Forecast End Date setting on the Item Card when you want to stop forecasting demand beyond a specific date.

To identify manually adjusted plans:

This helps you review which items have manual plans that may need updating.