Campaign request: Dates, publication scope, and geographic requirements. Recent delivery data: Historical evidence for the selected inventory. Forecast assumptions: The lookback period, buffer, and supported targeting scope.
Who uses it
Inventory owner + sales planner
The workflow
From delivery history to an inventory forecast.
A forecast is more useful when the scope and assumptions stay visible. This workflow uses recent inventory evidence to prepare an estimate for the selected publications, dates, and geography, then gives the owner a chance to challenge it.
01
Your team
Define the inventory request
Provide campaign dates, publications, and geographic targeting. Confirm the supported scope.
Starts with: a planning request.
02
AI assistance
Collect the recent delivery evidence
Retrieve the recent data for the selected market and publications. Flag missing or incomplete records.
Produces: a recent delivery baseline.
03
AI assistance
Prepare the forecast
Calculate an inventory estimate using the agreed lookback and buffer assumptions. Keep those assumptions visible with the result.
Produces: a forecast and calculation notes.
04
Human decision
Check the forecast before a commitment
The inventory owner reviews the evidence and assumptions, then accepts the planning estimate or requests a revision.
People decide: whether the estimate supports the proposed plan.
05
Your team
Keep the forecast with the request
Save the reviewed estimate, scope, and assumptions for the sales planning handoff.
Produces: a reviewed inventory planning brief.
A forecast is an estimate, not a reservation or delivery guarantee. Unsupported targeting needs a separate review.
What comes out
An inventory forecast with assumptions
Inventory estimate
A forecast for the defined request.
Calculation notes
The evidence, method, and buffer assumptions.
Planning handoff
The reviewed estimate and any limits on its use.
Explore related workflows
Check pricing and inventory before approval
Check a proposed plan against approved pricing rules and available inventory before your team makes a commitment.
People decide: commercial exceptions and commitments.
