18 lines
923 B
Markdown
18 lines
923 B
Markdown
# AI for Planning & Analytics (SAC 2025.23)
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Source: 002-ai-planning-analytics.md.
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## Key capabilities
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- **Just Ask / Search to Insight**: natural language queries; use for quick checks and to seed stories.
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- **Smart Predict / Predictive Planning**: time-series forecasts feeding planning versions; pair with predictive steps in multi actions.
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- **Smart Insights / Smart Discovery**: driver analysis to explain variances; useful before setting allocations.
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## When to apply in planning
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- Pre-allocations: use Smart Insights to find drivers, then set allocation drivers accordingly.
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- Forecast cycles: run predictive forecasts into private versions, validate, then publish.
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- Ad-hoc questions during planning meetings with Just Ask to reduce manual slice-and-dice.
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## Guardrails
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- Validate AI outputs before publish; keep in private versions for review.
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- Ensure model permissions align; AI respects data access control.
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