Dashboard¶
The Dashboard (/dashboard) is your portfolio health view after at least one
completed forecast run.
KPI bar¶
Top-level metrics typically include:
- Accuracy score — derived from portfolio WAPE (higher is better)
- Portfolio WAPE — walk-forward error (technical view)
- Series count — modelled SKUs
- Last forecast — days since the most recent completed run
- Active overrides — manual adjustments still in effect
Demand shifts¶
When projected demand changes materially vs the prior run, demand shift cards appear. These feed email/Slack alerts when thresholds are exceeded (org setting or platform default: 25% change).
Growth+ widgets¶
On Growth and Agency plans, additional panels may include:
| Widget | Purpose |
|---|---|
| Risk matrix | Accuracy vs trend quadrant per series |
| Confidence distribution | Series count by WAPE band (high/medium/low) |
| Accuracy performers | Top and bottom series by WAPE |
| Override impact | Portfolio effect of active overrides |
| Segment performance | Demand and accuracy by customer segment |
| Product hierarchy | Brand → category → SKU rollup |
| Accuracy goal | Progress vs your WAPE target |
| Data quality scorecard | Grade A–D from history, outliers, events |
| Data drift | Series whose backtest error is trending up (RM-003) |
Recent runs¶
Jump back into finished runs from the dashboard list. Runs are also stored in browser recent runs for quick access.
Agency tier¶
Agency customers use Agency health (/agency/health) for multi-client portfolio comparison, renewal risk, and portfolio PDF/Excel exports.
Related settings¶
- Alert thresholds: Settings → alert channels
- Personal email prefs: Notifications
- Plan limits: Usage & health (admin) or Billing