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Using Graphical Inventory Profile to support the App Flexible Forecast

Why use Graphical Inventory Profile
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This video includes functionality from the app "Graphical Inventory Profile" which is available at Microsoft AppSource. Click to visit AppSource.
Graphical Inventory Profile
An advanced video is for the experts, and it requires detailed knowledge about the specific area of Business Central. Advanced The "Whys" focus on how your business needs can be supported with the erp-solution. The topic is visualized - not demonstrated. The Whys

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Presenter: Sune Lohse, Chief Strategy Officer

The graphical inventory profile in Business Central gives you a visual way to explain what happens to an item over time, including its forecast. If you use the Flexible Forecast app, this tool makes it much easier to understand and explain each forecast line.

You access the graphical profile directly from the forecast lines. It shows the forecast for a specific item per period and visualises the development.

If you also use the Reverse Planning app, both apps appear in the same graphical profile. You can deselect the reverse planning line to view only the flexible forecast data on its own.

The graphical inventory profile works with both standard forecast and the Flexible Forecast app.

Using the graphical inventory profile to explain forecast lines

If you work with the Flexible Forecast app, the graphical inventory profile is a useful tool for explaining the flexible forecast line. The app handles forecast per item and forecast per period, so you can see the forecast for a specific item.

When you want to explain a particular line, you click the line and open the graphical profile from there. The profile shows what happens to the item, including the forecast, in a visual format that is easier to read than the numbers alone.

Combining Flexible Forecast with Reverse Planning

If your scenario uses both the Flexible Forecast app and the Reverse Planning app, both apps appear in the graphical profile. This lets you see the full picture in one view.

If you only want to focus on the forecast, you can deselect the reverse planning line. That leaves you with just the flexible forecast data shown in the profile.

Works with standard and flexible forecast

The graphical profile is a tool for anyone working with forecasts. It applies to standard forecast in Business Central, and it also works with the Flexible Forecast app. Either way, it gives you a clearer way to explain how the forecast affects an item.

Q&A

What does the graphical inventory profile show?

It shows what happens to a specific item over time, including the forecast. It gives you a visual representation of the forecast line so you can explain it more easily than working with numbers alone.

How do I open the graphical profile for a forecast line?

You click the relevant forecast line, and from the lines you open the graphical profile. It then displays the development for that item, including the forecast.

Can I use the graphical profile with both Flexible Forecast and Reverse Planning?

Yes. If you use both apps, both appear in the same graphical profile. You can deselect the reverse planning line to view only the flexible forecast data.

Does the graphical profile only work with the Flexible Forecast app?

No. It applies to standard forecast as well as the Flexible Forecast app.

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