Sales & Operations Planning: Demand Plans by Product Family, Capacity Gaps, Inventory Projections, Level vs Chase & the Monthly S&OP Pack
Run a monthly S&OP cycle for a fictional manufacturer: consensus demand by family, capacity in hours, gaps and options, projected inventory, level vs chase plans, scenarios and the financial view, with every cell checked as you go.
One-time payment · lifetime access · lessons, labs, exam and certificate included · no subscription.
About this course
This course runs a full monthly S&OP cycle for a fictional garden furniture maker in a spreadsheet. You roll SKU forecasts up into product families with SUMIFS and SUMPRODUCT, build the consensus demand from a statistical forecast plus sales and marketing adjustments and flag big changes with ABS and IF, convert units into assembly hours and measure utilisation and gaps, price overtime, extra shifts and build-ahead in whole units with CEILING and limits, project closing stock and days of cover against a target band, cost a level plan against a chase plan, test upside and downside scenarios, and finish with the financial S&OP pack: net revenue, margin %, RAG flags and a chart.
Lessons
- Product Families: Rolling SKUs Up for the Planning Horizon Pro
- Consensus Demand: Statistical Forecast, Adjustments & the Change Log Pro
- Capacity Check: Hours per Unit, Utilisation & Gaps by Month Pro
- Closing the Gap: Overtime, Extra Shifts or Building Ahead Pro
- Projected Inventory: Closing Stock, Days of Cover & the Target Band Pro
- Level vs Chase: Two Production Strategies Costed Side by Side Pro
- Scenarios: Upside and Downside Demand Against Capacity Pro
- The Financial View & the Monthly S&OP Pack Pro