S&OP Collaboration & Reporting
One plan for sales, supply chain and finance. Planamind links the forecast to a gross-profit view and your AOP, explains the gap in AI-written reviews, and gives every team one place to discuss the plan and build its own reports.
Every S&OP cycle turns into a reconciliation exercise.
Demand is in one system, supply in another and finance in a third, so the meeting is spent agreeing on numbers instead of making decisions.
No single version of the truth
Volume plans, stock plans and the P&L are built separately, and the S&OP pack is stitched together in Excel.
Budget gaps found too late
The gap to AOP is discovered in the review meeting, with no clear view of whether volume, price or mix is to blame.
Decisions lost in email
Overrides, assumptions and follow-ups live in inboxes, so nobody can see who changed the plan or why.
Five capabilities, one S&OP process.
Demand, supply and finance share one workspace, so the numbers in the review are the numbers in the plan.
See exactly why you are behind AOP
A bridge walks from AOP to the current forecast through volume, price and mix, so the gap is explained rather than just reported. Worst, base and best cases are shown for both revenue and gross profit.
The P&L behind the plan
Planamind builds a gross-profit P&L from the forecast, the supply plan and your price list: revenue, stock values, cost of goods sold, gross profit, trade spend and net margin. Upload your AOP at any level, from group to SKU or customer, and compare plan with budget by product, customer, location or ABC class.
Discuss the plan where the numbers are
Start a comment thread on any part of the plan, @mention colleagues, and assign tasks with an owner and a due date. Every forecast override records who made it, when and why, with optional reason codes, and an Action Items list keeps open decisions in one place.
Everyone in the process, each seeing their part
Four roles, from admin planner to view-only, bring sales, finance and leadership into the same process. Access can be narrowed to specific products, locations, customers and projects, and Ana respects the same limits.
The S&OP pack, without the Excel stitching
A Business Report calculates growth, profitability, mix, ABC and seasonality directly from your data. Around 18 ready-made reports, including AOP vs forecast, P&L detail and ROI, can be viewed in the app and downloaded to Excel, and the insight reports download as PDF.
The right intervention, before the gap becomes a loss.
Ana turns the numbers into a short list of decisions for the S&OP room.
Revenue 8% below AOP in the North
Division North is behind its AOP through Q3. The bridge shows most of the gap is mix, and Ana lists the forecast and channel actions for review.
Unplanned event before year end
The Monthly Review flags a calendar event that isn't yet in the plan, with its expected lift and value, so the team can decide whether to act.
Illustrative examples
The story behind the numbers, written for you. Any other view, built by you.
Planamind turns planning data into decisions: AI-written reviews that explain what changed and where to act, and reporting tools that let planners, finance and leadership answer their own questions without waiting for IT.
A written review of the month, ready before the meeting
Ana writes the commentary: demand changes, explained and unexplained anomalies, promotions and mix shifts, stock position, and the impact of weather, the economy and competitors. It ends with where to intervene by SKU and location, plus the opportunities and risks to year end. Download it as a branded PDF.
Prioritised actions on revenue, stock and accuracy
Revenue gap, stock health and forecast accuracy each come with Ana's analysis and a prioritised action list. The revenue gap view adds best- and worst-case scenarios for closing the gap to AOP, and accuracy diagnostics explain in plain English why the forecast missed.
Build your own view, no analyst needed
Drag and drop demand and supply data into a pivot: choose rows, columns and filters, switch to charts, add your own formula columns, and save views for yourself or the whole project. Export any view to Excel, or pick from around 18 ready-made reports.
Ask a question in plain English
On every screen, ask Ana about demand, accuracy, supply, freight, promotions, finance or a single SKU. She answers from your live data and only shows each user the products and locations they are allowed to see.
A collaborative planning tool that drives consensus.
“We saw it as a fantastic collaborative planning tool that could not only forecast but also drive consensus from top to bottom cut across functions. The graphical views of data with drilldowns was something we were looking forward to effectively use in our S&OP discussions.”
Supply chain efficiency for a Fortune 500 consumer products company
Streamlined processes, better accuracy and tighter inventory control, delivering cost reductions and performance gains.
Everything the review needs, from one plan.
S&OP in Planamind draws on the same demand, supply and finance data your planners work in every day.
See your own plan, live, in 48 hours.
Send your last 24 months of data and we'll run your numbers, with a 60-minute readout in 48 hours. If we don't beat what you have today, you walk away with the export.
No commitment · No procurement process required
