Actions

P1

Plan Sales & Support Operations

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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 Sales And Support Plan and the Supply Chain Plan.

Hierarchy

IDNameLevelx
PPlan1P
P1Plan Sales & Support Operations2P1
P101TBD3P101
P102TBD3P102
P103TBD3P103
P104TBD3P104
P105TBD3P105

Workflow

FromInput(s)
Process
Output(s)To
wf_processwf_arrow
P2Sales Quota
P1
wf_arrowwf_process
Sales TargetsP2
Sales TargetsP3
Sales TargetsP4
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 3110000 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