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  1. Provides The Sales and Operations Planning Process
  2. Provides a Strategies for Managing Demand
  3. Provide a Quantitative Techniques for Aggregate Planning



Sales planning sets sales targets and defines the steps a company takes to reach those targets and meet the goals set by the plan. A sales plan is the document that outlines the strategies employed to achieve success. Effective sales planning addresses a variety of markets and evaluates the product or service needs of the consumer. In this article, we define sales planning and provide tips and a template to begin the sales planning process.

Sales planning is the process of defining sales targets and creating a strategy that meets goals and achieves sales and marketing results. The sales plan works in collaboration with the marketing plan and the business plan. The marketing plan details the strategies while the business plan sets the initial intentions for the company. Annual or quarterly sales plan updates ensures the plan stays on course and allows for changes.

Like marketing and business plans, sales plans are living documents that evolve over time. Past experience often dictates the desired achievements of the sales plan, allowing for alterations as the plan is put into action.

1. The Sales and Operations Planning Process
2. Strategies for Adjusting Capacity
3. Strategies for Managing Demand
4. Quantitative Techniques for Aggregate Planning
5. Hierarchical Nature of Planning
6. Aggregate Planning for Services

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Source: Sales and Operations Planning PowerPoint document


Sales and Operations Planning

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File Type: PowerPoint (ppt)

File Size: 2.2 MB

Number of Slides: 21 (includes cover, transition slides)

Related Topic(s): Sales & Operations Planning

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Initial upload date (first version): Dec 26, 2021
Most recent version published: Dec 28, 2021

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