Disaggregation
This content is for Spring ’26. Switch to the latest version for up-to-date documentation.
Disaggregation breaks high-level volume or financial totals into finer-grained slices-by product hierarchy, account hierarchy, time, or accrual dimensions-so forecasts, promotions, and settlements line up with how the business actually executes.
Disaggregation types
Section titled “Disaggregation types”Product hierarchy disaggregation
Section titled “Product hierarchy disaggregation”Splits forecast volume down category → brand → SKU (for example) to mirror range priorities and channel mix.
Account hierarchy disaggregation
Section titled “Account hierarchy disaggregation”Allocates promotional volume across HQ → region → outlet structures so headquarters plans reconcile to store reality.
Period disaggregation
Section titled “Period disaggregation”Spreads totals across months, weeks, or quarters using rules, history, or planner input.
Accrual disaggregation
Section titled “Accrual disaggregation”Splits forecast accruals across customers or nodes where claims or financial allocation must match commercial agreements.
Disaggregation algorithms
Section titled “Disaggregation algorithms”Depending on setup, algorithms can be tuned per scenario or overridden in the UI:
- Even spread - equal shares across targets (weeks, stores, etc.).
- Top-down allocation - start from an aggregate and allocate downward using weights or templates.
- Bottom-up allocation - build from lowest level and roll up.
- Historic-based allocation - weight by prior shipments or sales.
- Manual override - planners adjust cells for exceptions or negotiated one-offs.
Each disaggregation stage can yield derived promotion rows-promotion names often gain a suffix describing the dimension, scope, and timestamp of the split so that lineage stays auditable.