Smarter Demand Planning: How to Build a No-Code Forecasting App

Sales forecasting and demand planning are critical business processes, but most organizations still rely on spreadsheets—leading to version control issues, fragmented approvals, and lack of historical tracking. Traditional BI tools struggle to solve these problems because they don’t allow for cell-level edits, inline comments, and structured approval workflows in a governed way.

In this session, Ian Reed will demonstrate how to:

• Enable real-time forecasting by replacing manual spreadsheets with a structured, cloud-based data app
• Allow for cell-level edits and inline commentary so teams can capture assumptions behind forecast changes
• Implement an automated approval workflow with proper governance
• Integrate seamlessly with live data sources for continuous updates and visibility into actual vs. forecasted performance
• Track historical changes and maintain audit trails of all modifications

With Sigma, demand planning is no longer a fragmented, error-prone process—it’s a seamless, governed workflow that scales with business growth. Join this session for a demo and a step-by-step walkthrough of how this app was built, proving that anyone can create a highly customizable, enterprise-grade demand planning system in Sigma without deep technical expertise.