Module C · Sales & Operations Planning

Bridge the Gap.
Synchronize Supply & Demand.

Move from siloed spreadsheets to real-time S&OP meetings. Visualize the gap between what Sales wants and what Operations can deliver—and solve it instantly.

-50%
Meeting Time
100%
Visibility
Real-time
Scenario Planning
Monthly_SOP_Review
Consensus Phase
Unconstrained Demand
120k
Gap: -20k
Constrained Supply
Prod: 80k
Inv: 20k
Alert: Demand exceeds Supply by 20k units in Week 4.

Siloed Meetings

  • Sales has their number, Ops has another. No one agrees.
  • "Excel Hell": Merging 15 spreadsheets before every meeting.
  • Decisions are made too late to fix material shortages.

One Number Truth

  • A single, shared plan updated in real-time.
  • Financial impact of every supply gap is visible instantly.
  • Integrated workflow: Plan → Review → Approve → Execute.

Capabilities

What the S&OP Module Covers

The S&OP platform combines demand, supply, inventory and finance views into one environment. Each function works on the same dataset with clear responsibilities and controlled adjustments.

Demand Planning

Consolidates statistical forecasts, sales input, promotions and market intelligence into a single demand view per product and channel.

Supply Planning

Reflects production capacity, constraints, maintenance schedules and supplier lead times as a realistic supply capability.

Inventory Projection

Projects opening, in-transit and closing stock by location to detect overstock and potential stock-out weeks in advance.

Financial View

Converts volume plans into revenue, margin and working capital impact for Finance and management sign-off.

Exception Management

Flags gaps, excess and high-risk items with automated alerts to planners and S&OP owners before meetings happen.

ERP Integration

Sends approved PIR and planned orders back to ERP (e.g., SAP) using standard interfaces for execution.

Collaboration

Interactive S&OP

Adjustable PIR Table

Stop emailing versions back and forth. Our inline-editable PIR (Planned Independent Requirements) table lets Planners, Sales, and Ops adjust numbers on the fly.

  • Statistical Base: Start with the AI forecast.
  • Human Intelligence: Sales adds market intel overlay.
  • Version Control: Track who changed what and when.
Metric
Wk 40
Wk 41
Wk 42
AI Forecast
1000
1200
1150
Sales Adjust
1100
1200
1150
New Deal
Final Consensus
1100
1200
1150

Scenario Planning

Don't just plan for one future. Compare "Base", "Optimistic", and "Pessimistic" scenarios side-by-side. See how each affects Revenue, Margin, and Inventory Cover.

  • Radar charts for multi-KPI comparison.
  • Instant financial valuation of scenarios.
  • One-click "Promote to Live Plan".
Scenario Comparison
Revenue
Cost
Service
Inventory
Base Plan
Promo Plan

Data & Models

How the Numbers Are Built

The S&OP module combines internal and external data sources, statistical models and business rules. All calculations are transparent and traceable so that everyone can trust the final PIR and supply plan.

Input Sources

  • Historical Sales & Orders: Used to build baseline forecasts and seasonality patterns.
  • Sales & Marketing Plans: Promotions, campaigns and key account inputs overlayed on base forecasts.
  • Production & Capacity: Shifts, calendars, constraints and maintenance windows from factory systems.
  • Supply & Logistics: Supplier lead times, inbound pipeline and transport limitations.
Planning Engine Overview
AI Forecast
70%
Sales Override
20%
Mgmt Adjust
10%
Final PIR (Wk 40) 11,000

All adjustments are logged with user, timestamp and reason code. Planners can drill down to see the exact change history per product and week.

Governance

Clear Roles and Approval Workflow

S&OP is not only about numbers. It is also about clear ownership. The platform enforces responsibilities for each function and manages the approval path before a plan is released to execution.

Role-Based Views

Sales, Demand Planner, Supply Planner, Finance and Management see only the views and actions required for their role.

  • • Lock / unlock fields per function
  • • Separate demand vs supply responsibilities

Approval Workflow

Plans move through predefined stages: Draft → Review → Pre-S&OP → Executive S&OP → Approved.

  • • Digital sign-off and comments
  • • Audit log for all approvals and overrides

Compliance & Traceability

Every change to PIR, supply or inventory assumptions is recorded and reversible, supporting internal control and audit policies.

  • • User, time, reason code captured
  • • Exportable change history for audits

Executive View

S&OP Scorecard & Dashboard

Management needs a concise summary, not raw tables. The S&OP dashboard aggregates the approved plan and key KPIs so leaders can make decisions quickly.

Planned Service Level
96.5%
Target: 96%
Inventory Cover
45 days
Policy: 40–60 days
Revenue vs Budget
+4.2%
Next 3 months
Executive Summary Cycle: Month + 6 months horizon
  • • Capacity is sufficient except in Week 42 for Product Family A → mitigation via overtime or subcontracting.
  • • Inventory is above target in DC North; controlled depletion plan is recommended.
  • • Risk of stock-out on Top 10 SKUs if promotion scenario is fully implemented without extra production.
Volume vs Capacity (Next 8 Weeks) All plants · Main product group
Wk 38
Wk 39
Wk 40
Wk 41
Wk 42
Wk 43
Wk 44
Wk 45
Capacity
Uncovered Demand

Align your entire organization.

Schedule a demo to experience the power of Real-Time S&OP. Stop fighting fires and start orchestrating your supply chain.