About 50,800 couplings in October, likely 46,900 to 54,700.
History rows show actual demand. Forecast rows show the expected value and the low and high ends of the range 8 in 10 outcomes should fall inside.
Planning & Forecasting
Plan revenue and margin with pricing at the center.
Lay out the plan on your own data, forecast demand from your history, and test a pricing response against a baseline before you commit.
- The plan
- $48.0M of revenue at a 31.2% margin for FY27, with fittings holding about $325K of gross margin a month.
- The pressure
- A 12% rise in resin cost would take fittings margin down to about $283K a month by March.
- The response
- A 4% price increase forecasts 2.4% fewer units and brings margin back to about $317K. Check the range before you commit.
01 · Set the plan
Start from the plan, broken down to who delivers it.
The FY27 plan is $48.0M at a 31.2% margin. A strategy board splits it by region, then Central by customer, so you can see where a cost rise on fittings would land.
The $48.0M plan by region, with Central's $19.2M by customer. The board follows Revomo's strategy board in its vertical layout; the data is illustrative.
- Tiers you defineAdd cards yourself, such as a plan or a driver, or fill a tier from a data source so every group becomes a card that stays in sync.
- Shares between tiersAn arrow shows what part of one card lands in the next, or the difference between them, so a gap in the breakdown stands out.
- Figures from your dataCards show values, sparklines and small charts read from your data, and update when you refresh the board or sync its tiers.
How it works: boards, targets and governance
- Plans and targets
- Plan figures are cards and variables you define on the board. Revomo does not hold a separate target or quota object, and the names of tiers and cards are yours.
- Hierarchy
- Automatic tiers match parent and child cards on a field you choose, such as region, so customers connect to their own region.
- Access
- Permissions are set per resource for each role, so a team can view a board without changing it.
- Approvals and audit
- Approval workflows, audit logs and revisions belong to price lists and pricing models in Price Management, not to boards.
02 · Forecast demand
Know what fittings will sell before you change a price.
A demand forecast for each fittings product shows expected units for the coming months and a likely range, built from your own history.
See what each run tried, and what it kept.
Each run scores several methods on past periods and keeps the best. Compare two versions before you switch.
Version v4: what the run used
| Method | WAPE | Used | Weight / note |
|---|---|---|---|
| Seasonal smoothing | 10.8% | No | |
| Seasonal ARIMA | 9.1% | No | |
| Prophet | 11.6% | No | |
| Gradient boosting, per series | 7.9% | Yes | |
| Pooled Gradient Boosting (all series) | 8.6% | No |
Compare versionv3With versionv4Compare
How it works: methods, accuracy and updates
- Methods
- Simple, damped-trend and seasonal smoothing, ARIMA and seasonal ARIMA, Prophet, and gradient boosting per series or pooled across all series. The run keeps the best method, or an average of methods if you choose.
- Accuracy
- Methods are scored on rolling tests over past periods, as weighted error (WAPE) or scaled error (MASE). Lower is better. The range is calibrated on the same tests.
- What it forecasts
- One numeric value per series, such as units, weekly or monthly, by any breakdown in your data. Margin is calculated from volume, price and cost in a decision model, as in the next step.
- Updates
- A model runs on demand, or on each source refresh if you switch that on. It is not a live stream, and it does not raise alerts when actuals depart from the forecast.
03 · Test the response
Test a price response before the cost rise lands.
The decision model at the top of the page compares three cases for fittings: the baseline, a 12% resin cost rise, and the same rise with a 4% price increase. Here are the cases behind it, and how wide the outcome could be.
Name each case and change only what differs.
A scenario starts as a copy of the baseline inputs. Here one raises unit cost by formula, and the other raises it and sets a 4% price change.
Scenarios are named what-if cases that override input defaults.
| Scenario | Assignments | Trials |
|---|---|---|
| Base Baseline | Uses input defaults | 100 |
| Resin cost +12% Scenario | Unit cost: formula | 100 |
| Resin +12%, price +4% Scenario | Price change: 0.04, Unit cost: formula | 100 |
See how wide the outcome could be.
Give an uncertain input a range and each scenario runs many trials. With the increase, March margin lands between about $285K and $349K in 90% of them.
Gross MarginExpectedTrials (100)
Resin +12%, price +4% · 100 trials. The shaded band spans the 5th–95th percentiles; the line shows the median.
$360K$320K$280K
Oct 2026Dec 2026Feb 2027
5th–95th percentileMedian
How it works: baselines, comparison and calculation
- Baseline
- Each decision model has one baseline scenario. Other cases, such as optimistic, pessimistic, a cost shock or a tariff, are scenarios you name; Revomo does not supply preset ones.
- Comparison
- Compare the selected scenario with the baseline, or all scenarios at once, as series on one chart, with each output's difference from the baseline beside it.
- Data and time
- A model reads a dataset, price list or view, separates actual periods from the forecast horizon, and calculates its formulas over each period.
- Calculation
- Results recalculate when you calculate the model. When an input changes, the model shows that a new calculation is needed rather than updating on its own.
04 · Report the quarter
Report each quarter by region and customer.
Group revenue, cost and margin from the same data the board reads. Q3 2026 came in at $12.00M of revenue and a 31.2% margin, the pace the FY27 plan needs.
Group, total and drill in one grid.
Drag columns into row groups, choose a sum or average for each measure, and expand Central to see the customers beneath it.
- Roll-ups in viewsStack, join, aggregate and pivot data in a view, with formula columns for measures such as margin, then report on the result.
- Saved layoutsSave a report's grouping, pivot and totals so the team opens the same view each quarter.
- Snapshots and exportKeep a report as a saved snapshot on a refresh schedule, or download a view's rows as CSV with real column names.
How it works: currencies, entities and budgets
- Currencies
- Money columns carry a currency. Revomo does not convert between currencies on its own; to report in one, keep an exchange rate dataset and add a formula column that looks up the rate.
- Entities
- A view can stack data from several entities and total it by entity or overall. Inter-company sales are not eliminated automatically; filter or offset them in the view.
- Budgets
- There is no separate budget object. Load the plan or budget as a dataset, join it to actuals, and add a formula column for the difference.
- Shared with analytics
- Reports, charts and dashboards are part of the same reporting tools as Analytics & Insights.
05 · What’s included
What’s included.
What Planning & Forecasting gives you, what every subscription adds, and what to add later.
In Planning & Forecasting
- Strategy boardsPlans laid out in tiers, with figures from your data.
- Demand forecastsForecasts by series, with a likely range and version history.
- Decision modelsScenarios compared against a baseline, with trials.
In every subscription
- Data & Context StudioYour data, connectors and shared definitions.
- AI Agents & AutomationAutomations, alerts and notifications.
- Copilot and governanceCopilot, permissions and audit across Revomo.
Add when you need it
- Analytics & InsightsAnalyze the performance your plan starts from.
- Predictive ModelingEstimate price elasticity and other drivers from your data.
- Decision OptimizationTurn a chosen scenario into prices within your constraints.
Solutions it supports: Revenue & Margin Planning, Price Increase Management, Cost, Tariff & Freight Recovery.
FAQ
Common questions
What data do I need to start?
Sales history by period, with product, customer and quantity, plus price and cost if you want revenue and margin. Load it as files or connect a supported source in Data & Context Studio. Which plans, forecasts and scenarios to build first is agreed in the Activation and Success Plan.
How are forecasts made, and how is accuracy shown?
A demand forecast model tries several methods on each series, including seasonal smoothing, ARIMA, Prophet and gradient boosting, tests each on past periods and keeps the best. Accuracy is shown as weighted error (WAPE) and scaled error (MASE), where lower is better, and each forecast carries a range that 8 in 10 outcomes should fall inside.
How often do forecasts and scenarios update?
When you run them. A forecast model runs on demand or, if you switch it on, when its source data refreshes. A decision model recalculates when you calculate it, and shows when its results need a new calculation. Neither is a live stream.
Can I compare optimistic and pessimistic cases?
Yes, as scenarios you name. Every decision model has one baseline; any other case, such as a price increase, a cost rise or a tariff, is a scenario that overrides some of its inputs. Results show each scenario against the baseline, and inputs can carry a range so each scenario runs many trials.
Can I compare budget, forecast and actuals?
By building it. Revomo has no separate budget object: load the budget as a dataset, join it to actuals or forecasts in a view, and add a formula column for the difference. Reports and dashboards then group and filter it like any other data.
Does it consolidate entities or convert currencies?
Not automatically. Money columns carry a currency, and a view can stack several entities’ data and total it, but Revomo does not convert currencies or eliminate inter-company sales on its own. To report in one currency, keep an exchange rate dataset and add a formula column that looks up the rate.
What needs another Revomo capability?
Planning & Forecasting covers boards, demand forecasts and decision models. Dashboards and AI insights are Analytics & Insights, elasticity and other models are Predictive Modeling, recommended prices within constraints are Decision Optimization, and changing, approving and publishing prices is Price Management. Data, automations and Copilot come with every subscription.
What happens in a planning demo?
A Revomo expert replies within one business day to set up the session. In it we walk through these screens on sample data and talk through the plans and scenarios you run today.
See your plan, forecast and scenarios in one place.
Walk through a decision model and a demand forecast with a Revomo expert, on sample data.