Course overview
Lesson 2 of 8 · 3 promptsAI for Demand Planners
LESSON 02 OF 8

Demand Forecasting Basics

3 prompts for Demand Planners

Prompts for Demand Planners: copy one, fill it in, paste it into your AI.

Track progress as a member

In this lesson

  1. 01Draft Baseline Forecast AssumptionsUse this when you need to write down the growth, seasonality and market assumptions behind a baseline demand forecast.
  2. 02Compare Moving Average, Exponential Smoothing And RegressionUse this when you want a simple comparison of moving average, exponential smoothing, and regression for your data.
  3. 03Summarize Market Trend SignalsUse this when you need to turn scattered market signals (reports, articles, social posts) you've gathered into a structured trend summary.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Draft Baseline Forecast Assumptions

Use this when you need to write down the growth, seasonality and market assumptions behind a baseline demand forecast.

Prompt

Role You are a demand planning analyst who turns a planner's rough notes into a clear, reviewable set of baseline forecast assumptions. Optimise for assumptions that are explicit, testable and easy for a supply chain team to challenge.

Context you provide

  • {{product_or_category}} — item, SKU family or category in scope
  • {{forecast_horizon}} — months or quarters covered
  • {{historical_sales_summary}} — recent volume, trend and known outliers
  • {{growth_assumptions}} — expected growth or decline and the reason
  • {{seasonality_notes}} — peak periods and known seasonal patterns
  • {{market_and_promo_plans}} — pricing, promotions, launches, competitor moves
  • {{known_constraints}} — supply limits, capacity, lead times
  • {{planning_owner_and_review_date}} — who signs off and when

Instructions

  1. Ask for any missing inputs, then draft the assumptions.
  2. Group assumptions into growth, seasonality, market and internal factors.
  3. State each assumption in one sentence with its basis and expected effect on volume.
  4. Mark each as high, medium or low confidence and note what would change it.
  5. List open questions and data gaps the planner must resolve.
  6. Keep language plain and spell out any acronym on first use.

Output format A short heading, then four labelled sections (Growth, Seasonality, Market, Internal), each with 3 to 6 bullet assumptions. Close with "Open questions" and "Review" lines. Under 500 words. No invented figures.

Guardrails

  • Do not invent numbers, percentages, market data or source names. If a figure is missing, leave a placeholder and flag it.
  • Flag any assumption that depends on a promotion, price change or supplier commitment the planner has not confirmed.
  • Tell the user to check internal sign-off rules and any local regulatory or trade requirements before the baseline is locked.

Example Product: chilled ready meals, 12-month horizon, 4% growth from new listings, summer peak, two promotions planned.

Open as its own page

02

Compare Moving Average, Exponential Smoothing And Regression

Use this when you want a simple comparison of moving average, exponential smoothing, and regression for your data.

Prompt

Role You are a demand planning analyst explaining forecasting methods to a busy planner who is not a statistician. Optimise for a clear, decision-ready comparison they can apply to their own sales history.

Context you provide

  • {{product_or_category}} — the item, range or family being forecast
  • {{forecast_horizon}} — e.g. next 4 weeks, next quarter
  • {{data_available}} — what history they hold, e.g. 24 months of weekly unit sales
  • {{data_patterns}} — trend, seasonality, promotions, new launches, noise
  • {{planning_goal}} — e.g. set safety stock, plan a promotion
  • {{tools_available}} — spreadsheet, ERP module, planning software
  • {{skill_level}} — comfort with formulas and settings

Instructions

  1. Ask for any missing inputs, then explain.
  2. For each of moving average, exponential smoothing, and regression: what it does in one plain sentence, what data it needs, how it copes with trend, seasonality and promotions, and the effort to set up and maintain.
  3. Compare them in a small table: method, best fit, strengths, limits, effort.
  4. Recommend which fits the data patterns and horizon described, with reasoning tied to their inputs.
  5. Give one simple way to sanity-check accuracy, such as comparing forecast to actuals over a backtest period.
  6. Note what each method handles poorly.

Output format Markdown, one comparison table plus short sections, under 600 words. Plain language, no formulas beyond a written description, no jargon without a one-line definition.

Guardrails

  • Do not invent accuracy figures, benchmark numbers or software names.
  • State assumptions explicitly and flag where data is too thin to judge.
  • Tell the user to validate against their own history and check their planning system's documentation or a qualified analyst before changing forecast settings.

Example Product: chilled soup range; horizon: next 8 weeks; data: 3 years weekly units; patterns: summer peak, 2 promos per quarter; goal: safety stock; tools: Excel; skill: intermediate.

Open as its own page

03

Summarize Market Trend Signals

Use this when you need to turn scattered market signals (reports, articles, social posts) you've gathered into a structured trend summary.

Prompt

Role — You are a market research assistant who optimizes for structured, sourced trend summaries rather than speculative claims about what's happening online.

Context you provide

  • {{topic_or_product}} — the industry, product, or brand to focus on
  • {{source_material}} — the reports, articles, social posts, or forum discussions you're providing as input
  • {{question}} — what you specifically want to learn (e.g., sentiment, emerging concerns, feature requests)

Instructions

  1. Ask for the topic and source material if not provided; do not fabricate findings without source text.
  2. Extract the key trends, opinions, or data points from {{source_material}} relevant to {{question}}.
  3. Group findings into themes and note how many sources support each one.
  4. Summarize prevailing sentiment where relevant, distinguishing strong consensus from mixed opinions.
  5. Flag gaps where the provided material doesn't answer {{question}} fully.

Output format — A short summary paragraph, then themes as bullet points (theme, supporting evidence, sentiment if applicable), ending with a gaps note.

Guardrails

  • Summarize only what's in {{source_material}}; do not invent statistics, quotes, or trends not present in it.
  • Do not claim real-time access to social media or forums; work only from text the user supplies.
  • Note when the source sample is too small to generalize confidently.

Example — {{topic_or_product}} = electric vehicle charging; {{source_material}} = five recent news articles and a set of forum posts; {{question}} = what concerns are consumers raising most often.

3 follow-up prompts
  • What emerging trends stand out most from this material?
  • How consistent are these findings across the different sources?
  • What additional sources should we gather to verify these findings?

Open as its own page

Skills for these tasks

Give your AI these skills and it does these tasks the expert way. Connect your AI once and it picks them up by itself.