rweisssieker-xp Power BI Constraint-Aware Planning
Use this skill when autonomous planning must respect operational limits.
Constraint classes
- delivery: planned date, requested date, delay, shipment risk
- inventory: stockout, substitute availability, item lifecycle
- capacity: production, picking, shipping, service bottlenecks
- commercial: margin, discount, price change, payment terms
- customer: block status, churn risk, buying cadence, credit risk
- sales: owner capacity, account priority, campaign timing
Workflow
- Start from an unconstrained forecast or target scenario.
- Apply constraints as filters or down-weighting factors.
- Produce both unconstrained and constrained values.
- Explain every material reduction.
- Mark missing constraints as
unknown, not as zero risk.
Required outputs
forecast_monthcustomerproductunconstrained_forecastconstrained_forecastconstraint_typeconstraint_severityrevenue_blockedevidencerecommended_resolution
Guardrails
- Never assume demand can convert when delivery or credit constraints contradict it.
- Keep constraint assumptions auditable and separate from statistical demand.