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Guide 10 of 20

S&OP

The monthly cycle that aligns demand, supply, capacity and finance.

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Who uses it: Management, planning, sales and finance5 min

What it's for

One plan for the whole company, agreed every month, with AI building each step and the team approving.

Step by step

  1. 1

    Cycles

    Each cycle goes through 6 steps: product review, demand review, supply and capacity, financial review, pre-S&OP and the executive meeting. The list shows which step each one is on.

  2. 2

    Assisted planning

    The app builds each step from real data: demand versions with their accuracy, supply strategies, capacity, the financial plan, sensitivity and an executive brief. The AI recommends and the owner approves or adjusts.

  3. 3

    Demand review

    The plan's versions (statistical, sales, marketing, finance, consensus) with totals and differences, by family and month. Click a product to record an adjustment with its reason.

Example: The October cycle

At Acme the assisted plan proposes US$ 46.5 M over 12 months (+6.8 %). Marketing adds a filter campaign, finance lowers machinery parts for overcoverage, and the executive meeting approves the consensus.

Tips

  • Approving a step of the assisted plan publishes it to the classic pages (demand, supply, capacity), so everyone sees the same thing.