Automated Reporting & Dashboards
Automated daily and weekly S&OP packs, plan-vs-actual dashboards, and OLAP drill-downs delivered without manual spreadsheet work.
Life Sciences
Brand, commercial operations, supply chain, and finance leadership need a current read on patient starts, channel inventory, and performance against the forecast and long-range plan without waiting days for analysts to assemble slides.
What we factor in
- NBRx and TRx versus forecast
- Wholesaler 852/867 weeks on hand
- Specialty pharmacy dispense velocity
- Gross-to-net and budget variance
- 0-24 month S&OP vs. 3-10 year LRP
- Automated board and S&OP packs
Executive brand & portfolio scorecards
Plan vs. actual across patients, units, and net revenue
Automated dashboards track actual patient starts, total prescriptions, ex-factory shipments, and net revenue against the operating plan and most recent forecast across every brand and indication.
What it gives you: Give leadership one live view of commercial and financial performance every Monday morning.
Channel inventory & 852/867 monitoring
Wholesaler weeks on hand and IMA compliance
Daily and weekly reports calculate days and weeks of inventory on hand by wholesaler and specialty distributor against contracted Inventory Management Agreement (IMA) bands, flagging build-ups or low stock early.
What it gives you: Spot channel loading or potential distributor stockouts before quarter-end.
Launch tracker dashboards
Weekly uptake, access, and persistency vs. launch curve
For new brands and indications, automated trackers compare weekly NBRx, refill persistency, payer coverage wins, and territory adoption against the pre-launch P10/P50/P90 forecast curves.
What it gives you: See within weeks whether a launch is tracking to plan and which driver explains the gap.
S&OP & Long-Range Plan alignment views
Bridging the 24-month operational plan and 10-year LRP
Side-by-side comparison views in RoadMap GPS 360 and enterprise BI show how changes in the near-term operational forecast impact years 1 through 10 of the portfolio long-range plan and capacity commitments.
What it gives you: Keep commercial, finance, and manufacturing leadership aligned on one horizon.
Forecast accuracy & bias reporting
Lag-1, Lag-3, and Lag-6 error scorecards
Automated cycle-end reports score statistical baselines and consensus overrides across MAPE, MAD, RMSE, and directional bias by brand, strength, and channel at 1-, 3-, and 6-month lags.
What it gives you: Hold the forecasting process to an objective standard in every monthly review.
Expiry & batch coverage alerts
Remaining shelf life and weeks of cover
Supply chain views combine lot-level inventory and minimum customer dating rules with the forward demand forecast to highlight lots at risk of expiry and markets approaching safety-stock thresholds.
What it gives you: Act on expiry risk and allocation needs months before they become write-offs or shortages.
Consumer Goods & Retail
High-SKU consumer goods and retail teams cannot review thousands of items one by one. Automated exception dashboards and OLAP rollups surface the exact SKUs, accounts, and promotions that need attention right now.
What we factor in
- Daily orders and POS sell-through
- Plan vs. actual volume and margin
- Forecast Value Added (FVA) by step
- Promotional lift and trade ROI
- Stockout, excess, and turns alerts
- Multi-level OLAP hierarchies
Automated S&OP & IBP executive packs
Presentation-ready tables and charts on schedule
We automate the weekly and monthly S&OP reporting pack, generating reconciled brand, category, and key-account tables alongside presentation-ready forecast charts and formatted Excel workbooks.
What it gives you: Reclaim days of analyst prep time every month and spend the meeting on decisions.
Forecast Value Added (FVA) scorecards
Measuring statistical baseline vs. planner & sales overrides
Automated waterfalls compare the accuracy of the raw Geneva statistical baseline against planner adjustments, sales inputs, and executive consensus to show exactly which overrides reduced error and which added bias.
What it gives you: Focus planner effort on the exceptions where human judgment demonstrably beats the baseline.
OLAP drill-down from company to SKU
Interactive slice-and-dice across hierarchies
Built on RoadMap GPS, GPS 360, or your BI platform (Power BI, Tableau, Looker), OLAP views let users drill seamlessly from total corporate revenue in dollars down to an individual SKU and distribution center in cases.
What it gives you: Answer leadership questions live in the meeting without going back to pull a new query.
Promotional performance & trade scorecards
Post-event baseline vs. incremental lift tracking
As POS and shipment actuals arrive during and after a promotion, automated reports score incremental volume, cannibalization, and retailer/manufacturer margin against the pre-event what-if plan.
What it gives you: Know which events paid back their trade funding before locking next quarter's calendar.
Exception-based planner worklists
Top movers, bias streaks, and demand-sensing alerts
Instead of paging through thousands of steady SKUs, planners receive a prioritized daily or weekly worklist of items whose actual orders or POS diverged significantly from the forecast interval.
What it gives you: Let planners manage 10x more SKUs by focusing only on true exceptions.
Inventory health & service-level dashboards
Fill rate, turns, weeks of supply, and E&O
Unified supply views track order fill rate, inventory turns, weeks of cover, and excess and obsolete (E&O) stock by DC and product family against target safety-stock policies.
What it gives you: Keep working capital and customer service levels visible on the same screen.
From warehouse and forecast engine to executive pack, hands-off
In too many planning organizations, highly skilled analysts spend the first three days of every week downloading CSVs, updating VLOOKUPs, fixing broken pivot tables, and pasting charts into slide decks. By the time the report is distributed, the underlying ERP and POS data has already moved on.
RoadMap replaces manual report assembly with automated reporting pipelines that run directly on top of your data warehouse and RoadMap forecasting tools:
| Reporting Layer | What We Automate | Delivery Formats |
|---|---|---|
| Executive & S&OP Scorecards | Plan vs. actual revenue and volume, year-over-year growth, gap-to-budget, and scenario comparisons (Plan, Upside, Downside) | Interactive dashboards (RoadMap GPS 360, Power BI, Tableau) and scheduled PDF/Excel executive packs |
| Forecast Accuracy & Governance (FVA) | MAPE, MAD, RMSE, Tracking Signal, directional bias streaks, and Forecast Value Added (baseline vs. planner vs. sales override) | Automated post-cycle scorecards by brand, category, account, and planner |
| Commercial & Channel Velocity | Daily/weekly order pacing, POS sell-through vs. sell-in shipments, promotional lift tracking, and wholesaler 852/867 weeks on hand | Scheduled morning briefings and interactive drill-down workbooks |
| Supply Chain & Exception Alerts | Projected stockout flags, safety-stock breaches, excess & obsolete (E&O) exposure, and short-dated lot expiry warnings | Automated threshold alerts via email/Teams/Slack and prioritized planner exception queues |
Standardized KPIs with multi-dimensional OLAP drill-down
Every dashboard and scheduled report we build pulls from the same governed warehouse tables and KPI definitions established in your planning model:
- Instant conversion across units and currencies: Toggle seamlessly between units, cases, equivalents, gross dollars, and net revenue without maintaining separate workbooks.
- Hierarchy-aware rollups: Drill from total company to division, brand, product family, individual SKU, or customer banner while keeping historical restatements and product supersessions intact.
- Native Excel and BI compatibility: Alongside web dashboards and RoadMap GPS / GPS 360 OLAP views, we generate clean, formatted Excel workbooks with intact formulas and charts for executive and board distribution.
Frequently asked questions
What is Forecast Value Added (FVA) reporting?
Forecast Value Added compares the accuracy of the raw statistical baseline against each manual adjustment made by demand planners, sales, and leadership. Automated FVA scorecards show which overrides reduced forecast error and which introduced bias.
Can reports and S&OP packs be delivered automatically in native Excel as well as BI dashboards?
Yes. Alongside interactive views in RoadMap GPS 360, Power BI, or Tableau, our reporting pipelines generate formatted Excel workbooks (.xlsx) and PDFs with live formulas, charts, and pivot-ready tables on a daily, weekly, or monthly schedule.
How do exception alerts help planners manage large SKU catalogs?
Instead of reviewing thousands of items manually, automated threshold alerts flag only the SKUs or accounts where actual orders, POS velocity, or wholesaler weeks on hand breached the forecast confidence band or safety-stock target.
Can users drill down from executive totals to individual SKUs and customer accounts?
Yes. Multi-dimensional OLAP cubes and warehouse views let leadership view total company revenue in dollars and drill down in seconds to region, brand, customer banner, distribution center, and SKU in units or cases.
Tell us about your data
We route you to the right data engineer, scope the work, and build with security in mind from the first conversation.