Supporting Records - Alerts, Accuracy, Sync Log
8.1 Financial Alert
A persistent alert record. On creation it computes the variance against the threshold, and emails the assigned owner when priority is High or Critical. It is used to draw the finance team's attention to balances and forecasts that need action.
8.2 Forecast Accuracy
Logs predicted vs actual for every forecast once the actual is known.
accuracy_percentage = max(0, (1 − |predicted − actual| / |actual|) × 100)
| Score | Rating |
|---|---|
| ≥ 95 | Excellent |
| ≥ 85 | Good |
| ≥ 70 | Fair |
| ≥ 50 | Poor |
| else | Very Poor |
Trend is judged over the last several records as improving, declining, or stable. This is where the "is the system getting better?" The story lives.
8.3 Forecast Sync Log
The audit trail. Every automated run records its type (Manual / Scheduled / Background / Emergency), status, company, item counts, success rate, duration, and any reorder alerts raised. When a customer asks "did my forecast actually run last night?", this is the answer.