The collection of processes associated with developing a projection of the realizable sales and contracts for current and future periods. This is generally based on the comparison of demand ("the forecast") and available resources. Available resources include sales staff, prospective customers in the sales pipeline ('funnel'). The sales & support operations should recognize the constraints and opportunities from:
- Sales - the Sales Plan (P2)
- Contracting - the Deal Plan (P3)
- Customer Support - the Support Plan (P4)
- Supply Chain - the Supply Plan
- Marketing - the Product Lifecycle Plan
Sales & Operations Planning integrates the Plan Sales & Support Operations and the Plan Supply Chain Operations.
Workflow
Note: Common inputs and outputs are listed in alphabetical order. Other inputs and outputs may be required to support varying use cases.Plan Sales & Support Operations Plan A10000 2 Plan, Planning, S&OP, Sales & Support Development of the sales & support operations plan: Overall volume and value projections, gaps and corrective actions to achieve sales goals