Reports - Logic, Filters, Worked Examples
Foresight ships a full report library inside iVendNext. All reports respect company isolation and role-based security. Many include a sample-data view so they render meaningfully during a demo, before the customer's own forecasts are generated.
Common grading scale across reports: Excellent ≥ 85–90 · Good ≥ 75–80 · Fair ≥ 60–70 · Poor < 60.
R1: Consolidated Predictive Insights
Purpose: One executive screen combining inventory and sales predictions per item × customer. Filters: company, customer, item, item group, territory, warehouse, date range, confidence threshold (70 %), critical-only, high-priority-only. Key logic:
risk_score = stock_risk × 0.4 + demand_risk × 0.3 + (100 − confidence) × 0.3
stock_risk = 100 if stock ≤ reorder, else 100 − (stock/reorder) × 100
Priority: Critical ≥ 80, High ≥ 60, Medium ≥ 40, else Low. Revenue above ₹20 000 is flagged High Revenue; a customer score above 80 is flagged Key Account. Sample row: TSHIRT-RED-M / ACME / stock 80 / predicted 400 / reorder 280 / confidence 78 % / risk 71 / Priority High / "Reorder now, push customer." Use this as the opening shot of a demo.
R2: Inventory Dashboard
Purpose: Daily operations view for the stock team. Filters: company, warehouse, supplier, item group, movement type, date range, stock range, critical/slow/non-moving/high-value/reorder filters. Key logic: seasonality score from demand variability; risk score from stock-to-reorder ratio weighted by movement type. System health: Excellent if average confidence > 80 and alert rate < 20 %.
R3: Sales Dashboard
Purpose: The sales team's daily view: forecast quantity, customer score, churn, cross-sell, and revenue potential. Filters: company, date range, customer, territory, sales trend, movement type, sales alert, low-confidence, high-opportunity, fast-moving, critical-only.
R4: Cashflow Projection Report
Purpose: Forward cash inflow/outflow projection per period. Key logic: inflows where predicted amount is positive, outflows where negative or expense-type; per-row risk: closing below zero High, below ₹100 000 Medium, else Low; a run of more than three negative months is High severity.
R5: Data Quality Assessment Report
Purpose: Audits forecast data quality across completeness, accuracy, consistency, and timeliness. Key logic: each dimension scored 0–100; overall is a weighted average. Grades A ≥ 90 down to F < 60. Run this quarterly with the customer to drive data clean-up.
R6: Finance Consolidated Predictive Insights
Purpose: Executive financial outlook blending health, risk, accuracy, and growth. Key logic: health = 0.45 × growth + 0.35 × stability + 0.20 × runway. Recommendations: runway under 6 months → "increase runway"; strong growth with high confidence → "accelerate".
R7: Inventory Forecast Accuracy Analysis
Purpose: Item-level back-test of inventory forecasts vs actual consumption. Key logic: error% = |actual − forecast| / actual × 100; accuracy = 100 − error%; a gap above 20 flags overconfidence. Error tiers ≤ 10 / 25 / 50 / 75.
R8: Financial Forecast Accuracy Report
Purpose: Financial-forecast accuracy by account, model, and horizon. Key logic: model performance score blends accuracy, consistency, and volume; calibration = 100 − |confidence − accuracy|.
R9: Sales Forecast Accuracy Analysis
Purpose: Customer × item back-test of sales forecasts with revenue impact. Key logic: same accuracy logic as R7, plus revenue_impact = absolute_error × rate. Highlight the high-impact filter.
R10: Manufacturing Dashboard Report
Purpose: Production-vs-forecast variance and operational efficiency for manufacturers. Key logic: achievement % = current / forecast × 100; inventory turnover = costs / average inventory. Achievement ≥ 95 Excellent; turnover below 3 is slow.
R11: Revenue Trend Analysis Report
Purpose: Monthly revenue trend with month-on-month, year-on-year, CAGR, and seasonality detection. Key logic: CAGR = (end/start)^(1/years) − 1; seasonal factor = month average / overall average; consistency High if volatility < 10 %.
R12: Risk Assessment Dashboard
Purpose: Enterprise risk register across financial, operational, and market dimensions with a weighted score. Key logic: severity weights Critical 100, High 75, Medium 50, Low 25; risk level by score ≥ 7 Critical, ≥ 5 High, ≥ 3 Medium, else Low.
R13: Sales Movement Prediction
Purpose: Predicts how each item's sales velocity and movement classification will shift over the coming period. Key logic: velocity buckets (≥ 5 Fast, ≥ 1 Medium, > 0 Slow, else Critical); momentum from recent vs historical activity; opportunity score weighted by movement and confidence.
R14: Stock Movement Prediction
Purpose: The inventory counterpart of R13. It back-tests forecast vs actual consumption with a movement-classification lens.
R15: System Health Report
Purpose: Operational health of the forecasting service (data quality, integration, alerts). Key logic: component scores 0–100; status > 80 Good, > 60 Warning, else Critical. A five-part rollup gives a single health view.