powerbi-constraint-aware-planning

name	powerbi-constraint-aware-planning
description	Use when constraining Power BI revenue planning by delivery, capacity, stock, supply, margin, cash, payment terms, sales resources, or operational feasibility rather than forecasting unconstrained demand only.

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

1. Start from an unconstrained forecast or target scenario.
2. Apply constraints as filters or down-weighting factors.
3. Produce both unconstrained and constrained values.
4. Explain every material reduction.
5. Mark missing constraints as unknown, not as zero risk.

Required outputs

• forecast_month
• customer
• product
• unconstrained_forecast
• constrained_forecast
• constraint_type
• constraint_severity
• revenue_blocked
• evidence
• recommended_resolution

Guardrails

• Never assume demand can convert when delivery or credit constraints contradict it.
• Keep constraint assumptions auditable and separate from statistical demand.