FORECAST REVIEW
Date/Time:
*
-
Month
-
Day
Year
Date Picker Icon
Logistics Mgr:
First Name
Last Name
Facility Name:
Forecast Users:
FORECAST EXPERIENCE
Type of Forecast Used?
Enterprise Forecast
AS400 Forecast
Forecast Experience:
Less than 1 year
1-3 years
3-5 years
5-10 years
10+ years
Previous Training Sessions: (Please be specific)
OVERALL QUESTIONS
Number of Clusters:
*
Total Forecast Customers:
Total HS Customers:
Total HS Customers < 40% Capacity:
Brand Name Customers:
Brand Name Customers Not HS:
Indoor Unit Customers:
Indoor Unit Customers Not HS::
Customers > 41 ppd:
Customers > 41 ppd. Not HS:
Low Volume Accts (x< 4 ppd):
Permanently Excluded Customers:
Valid reasons for excluding these customers?
Knowledge of 10 Week Outlook Report:
No Experience
Little Experience
Very Experienced
FORECAST SESSION QUESTIONS (Pre-Approval)
Intial Forecasted Customers:
cust.
Total Expected Net Weight:
lbs.
Basic forecast functionality? Moving Columns, Filtering, etc.
1
2
3
4
5
No Knowledge
Complete Knowledge
1 is No Knowledge, 5 is Complete Knowledge
Defining Columns:
1
2
3
4
5
No Knowledge
Complete Knowledge
1 is No Knowledge, 5 is Complete Knowledge
Columns not defined properly:
COLUMN STATS
OS Flag Stops:
OS Stops Approved:
Were the anchor dates accurately corrected?
Yes
No
N/A
HS Flag Stops:
Number of HS Flag Stops < 40%:
Number of HS Flag Stops < 40% approved:
HS Flag Stops Excluded:
Were cycles adjusted for < 40% stops that were excluded?
Yes
No
N/A
CP Flag Stops:
CP Flag Stops Excluded:
Did they have valid excuses for excluding them?
Yes
No
N/A
Explain corrective action if any of these were excluded?
OF Flag Stops:
Explain corrective action if any of these were excluded?
Was the OC flag handled properly?
Yes
No
If no, then please explain?
CT Flag Stops:
Were containers put on immediately?
Yes
No
YR Flag Stops:
YR Stops Excluded:
Did they have valid reasons for excluding?
Yes
No
N/A
FORECAST SESSION QUESTIONS (Approved)
Approved Customers:
cust.
Total Exp. lbs approved:
lbs.
QUICK STATS: Overall
% of HS Cust.:
%
% of HS Customers less than 40% Capacity:
%
% of Permanetly Excluded:
%
% of Brand Name Cust. Not HS:
%
% of Indoor Units Cust. Not HS:
%
% of Cust>41 ppd Not HS:
%
% of Low Volume Accts:
%
QUICK STATS: Session
Net Weight/Pre-Approved Cust.:
lbs.
Net Weight/ Post-Approved Cust.:
lbs.
OVERALL VISIT QUESTIONS
User fully utilizes the Forecasting tool?
1
2
3
4
5
Disagree
Agree
1 is Disagree, 5 is Agree
Positive Areas:
Areas of Improvement:
Outstanding Questions to answer:
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