Plan in units, decide in margin
Every unit of demand, stock and capacity carries its cost, so an operational choice shows up in margin and cash the same day it is made.
Solutions / Operations and supply
AIchieve for Operations and supply
Demand · Supply · Unit cost
Plan demand and supply on the same model as the P&L
Demand forecasts by product and region, inventory cover, capacity, cost per unit and vendor spend, each linked to the margin and cash it drives. When demand or cost moves, finance sees the impact the same day, not at month end.
Connects to your ERP and warehouse systems. Live in hours.
Why AIchieve for operations
One S&OP number, with the margin already attached
Demand, supply, stock and cost are planned on the same model finance forecasts from. The monthly review starts from one balanced plan, not four spreadsheets.
← Back to BoardsBoards/S&OP Review
S&OP Review
Dashboards + AI Overview
Scenario: S&OP cycleEntity: AllHorizon: Rolling 12Family: All+
▲ 1.7% vs plan
184K
Demand units
1.4K short in Q3
182.6K
Supply plan units
Target 6.0 wks
6.2 wks
Inventory cover
▼ 1.1 pts vs budget
38.4%
Gross margin
Demand and Supply Balance
Demand, supply, stock and margin on one model · reconciled to the finance plan · 1 family to resolve before the executive review
Family view Export
All familiesCorePremiumSparesConsumables
| K units · rolling 12 | Stock | Margin | |||||
|---|---|---|---|---|---|---|---|
| Product family | Demand | Supply plan | Gap | Cover wks | Gross margin | vs budget | S&OP status |
| P-01Core range | 92.0 | 92.0 | 0.0 | 6.6 | 39.1% | −0.9 | Agreed |
| P-02Premium range | 42.0 | 40.6 | −1.4 | 4.8 | 44.1% | +0.6 | To resolve |
| P-03Spares | 30.0 | 30.0 | 0.0 | 6.9 | 33.0% | −2.4 | Agreed |
| P-04Consumables | 20.0 | 20.0 | 0.0 | 5.9 | 31.5% | −1.2 | Agreed |
| Total | 184.0 | 182.6 | −1.4 | 6.2 | 38.4% | −1.1 | |
AI Overview
PlannerOne gap to resolve before the review. Premium supply is 1.4K units short in Q3. Third party cover closes it for £3K and holds premium margin at 44%.
Prepare review packCompare options
- Demand and supply plans reconciled
- Margin and cash attached to each family
- 1 decision for the executive review
One plan for operations and finance
Demand, supply and the financial plan sit on one model, so the S&OP review starts from numbers both sides already agree on.
Live in hours
Connect your ERP and warehouse systems through prebuilt connectors and bring the sheets you already use. The agents do the rebuild.
How it works
From the demand signal to the margin it lands in
Four things operations teams do every month, each connected to the finance plan as it happens.
Demand
See demand move before the month closes
Demand is forecast by product and region from your own order history, open orders and sales pipeline, and feeds the revenue plan directly. When a line starts to drift, you see it in units and in margin while there is still time to act.
- Forecast by product, region and channel
- Accuracy tracked line by line
- Seasonality and promotions as visible drivers
← Back to BoardsBoards/Demand Forecast
Demand Forecast
Dashboards + AI Overview
Scenario: Rolling ForecastEntity: AllYear: FY2026Product: All+
▲ 1.7% vs plan
184K
Demand forecast units
Last 3 months
92%
Forecast accuracy
Led by KSA
+5.0%
Premium range vs plan
Orders, pipeline, history
3
Demand signals blended
Monthly Demand vs Plan
K units · actual to June, forecast from July · +3K units ahead of plan
Jan
Feb
Mar
Apr
+0.4K
May
+0.4K
Jun
+0.5K
Jul
+0.5K
Aug
Sep
Oct
Nov
Dec
Actual Forecast Plan
Demand by Product Family
Rolling 12 · K units
| Product family | Forecast | Plan | Var |
|---|---|---|---|
| Core range | 92 | 90 | +2.2% |
| Premium range | 42 | 40 | +5.0% |
| Spares | 30 | 31 | −3.2% |
| Consumables | 20 | 20 | 0.0% |
| Total | 184 | 181 | +1.7% |
AI Overview
PlannerPremium demand is 5% above plan, led by KSA. On the current supply plan, premium cover in Riyadh falls below four weeks by September.
Update supplyCompare versions
- Orders, pipeline and history blended
- Seasonality applied by region
- Premium cover below 4 weeks
Inventory and capacity
Keep stock and capacity where demand is
Stock, inbound orders and site capacity are matched against the demand plan week by week. Shortfalls and overflow are costed before they happen, so moving a shipment or booking a third party is a decision made on numbers.
- Cover by site and product, in weeks and in cash
- Capacity by site and shift
- Overflow options costed side by side
← Back to BoardsBoards/Capacity & Volume
Capacity & Volume
Dashboards + AI Overview
Scenario: Rolling ForecastEntity: AllYear: FY2026Site: All+
Rolling 12
184K
Volume units
Per month, 4 sites
16.0K
In-house capacity
September
105%
Peak utilisation
Riyadh DC
120%
Highest site, September
Volume vs Capacity
K units · volume from the demand plan · capacity by site and shift · overflow from August to October
Jan
Feb
Mar
Apr
May
Jun
Jul
+0.8K
Aug
+0.2K
Sep
Oct
Nov
Dec
In-house volume Third party overflow In-house capacity
AI Overview
PlannerVolume passes in-house capacity from August and peaks at 105% in September, with Riyadh at 120%. Third party cover for the 1.4K overflow units costs £3K, half the cost of a temporary second shift.
Book third partyCompare options
- Volume from the demand plan
- Capacity by site and shift
- Overflow August to October
Unit cost and margin
Follow every unit through to margin and cash
Material, labour, freight and warehousing build up to a landed cost per unit by product, site and entity, then flow into cost of sales and working capital. When freight moves on one route, finance sees the margin impact the same day.
- Landed cost by product, site and entity
- Every variance traced to invoices and orders
- Stock and payables linked to cash
← Back to BoardsBoards/Cost to Serve
Cost to Serve
Dashboards + AI Overview
Scenario: Actual vs BudgetEntity: AllPeriod: YTDProduct: All+
▲ 1.4% vs budget
£8.55
Landed cost per unit
▼ 1.1 pts vs budget
38.4%
Group gross margin
Sector median +6%
+18%
Freight per unit, Benelux
Benelux
−4.2 pts
Largest margin variance
Landed Cost by Entity
£ per unit · YTD · built up from invoices, payroll and warehouse costs · Benelux freight driving the gap
All entitiesBy productBy site
| Entity | Material | Labour | Freight | Warehouse | £ per unit | vs budget | Gross margin | Status |
|---|---|---|---|---|---|---|---|---|
| E-01 UK Ltd | 5.10 | 1.45 | 0.92 | 0.58 | 8.05 | −0.6% | 41.2% | On track |
| E-02 KSA LLC | 5.25 | 1.30 | 1.38 | 0.67 | 8.60 | +0.9% | 36.9% | On track |
| E-03 Benelux BV | 5.20 | 1.55 | 1.62 | 1.28 | 9.65 | +6.3% | 29.4% | At risk |
| E-04 Ireland Ltd | 5.15 | 1.40 | 1.05 | 0.70 | 8.30 | −0.2% | 39.0% | On track |
| Group | 5.16 | 1.43 | 1.20 | 0.76 | 8.55 | +1.4% | 38.4% |
AI Overview
AnalystRe-routing Benelux volume through the Rotterdam carrier recovers 2.6 pts of margin within one quarter. The other three entities are within a point of budget.
Accept recommendationInvestigate
- Driver isolated · freight per unit
- Cross checked across 4 sources
- Recommendation ready
Scenarios
Know the cost of a decision before you make it
Test a new route, a supplier change, a site move or a swing in demand. Each version regenerates the P&L, balance sheet and cash flow across every entity, with your base plan untouched.
- Routes, suppliers, sites and mix as drivers
- Three statements regenerated for every version
- Promote the chosen version to plan
← Back to BoardsBoards/Operational Scenarios
Operational Scenarios
Dashboards + AI Overview
Scenario: 3 versionsEntity: AllYear: FY2026Driver: Volume and cost+
Base plan
38.4%
Group gross margin
A · re-route Benelux
38.9%
Group gross margin
B · premium +10%
38.6%
Group gross margin
Base untouched
3
Statements regenerated
Operational Scenario Comparison
FY2026 · P&L, balance sheet and cash flow regenerated for each version · base plan untouched
| Measure | FY2026 | A · Re-route Benelux | vs base | B · Premium +10% | vs base |
|---|---|---|---|---|---|
| OPS Volume, K units | 184.0 | 184.0 | — | 188.2 | +4.2 |
| P&L Landed cost per unit | £8.55 | £8.48 | −0.07 | £8.62 | +0.07 |
| P&L Gross margin, Benelux | 29.4% | 32.0% | +2.6 | 29.4% | — |
| P&L Gross margin, group | 38.4% | 38.9% | +0.5 | 38.6% | +0.2 |
| BS Inventory £K | 187 | 187 | — | 192 | +5 |
| CF Net cash £K | 1,840 | 1,854 | +14 | 1,860 | +20 |
| OPS Peak utilisation | 105% | 105% | — | 107% | +2 pts |
AI Overview
PlannerRe-routing Benelux through the Rotterdam carrier recovers 2.6 pts of Benelux margin and £14K a year. A 10% lift in premium demand adds margin, but pushes September to 107% of capacity.
Compare versionsPromote to plan
- Freight, volume and mix drivers moved
- Three statements regenerated
- Base plan untouched
Use cases
What operations teams plan in AIchieve
Start with one and add the rest when you need them. They all run on the same model, fed by your ERP, WMS, CRM, procurement data and the spreadsheets you already use.
ERPWMSCRMProcurementExcel
Demand forecastK units · rolling 12
JFMAMJJASOND
Demand planning
Forecast by product, region and channel from your own history, open orders and pipeline.
ExploreS&OP cycleThis month
- Demand reviewAgreed
- Supply reviewAgreed
- Financial review1 gap
- Executive reviewNext
Sales and operations planning
One monthly cycle from demand review to executive decision, with margin and cash attached to every option.
ExploreCover by siteWeeks · 6 week target
- Manchester6.4
- Riyadh5.0
- Rotterdam7.0
- Dublin6.7
Inventory and replenishment
Cover by site and product, reorder timing and stock value, in weeks and in cash.
ExploreVolume vs capacityK units · overflow in coral
JFMAMJJASOND
Capacity and volume
Site and shift capacity against the demand plan, with overflow costed before it happens.
ExploreGross margin by familyYTD · line at group 38.4%
- Premium44.1%
- Core39.1%
- Spares33.0%
- Consumables31.5%
Landed cost and profitability
Cost per unit built up from material, labour, freight and warehousing, and margin by product.
ExploreSpend vs budget£K · FY2026
- Antwerp freight route+10
- Component supplier+7
- Packaging supplier−4
- Renewals next half3
Vendor and procurement spend
Spend by vendor and category against budget and contract terms, with renewals flagged ahead.
ExploreAgents
Three agents in the flow of operations
They do the checking, reconciling and rebuilding, so your team spends the S&OP cycle on decisions.
Analyst
Watches the operation every day
Analyst · 06:04
Benelux freight per unit is up 18% since March. Sector median is 6%. Rerouting via the Rotterdam carrier recovers 2.6 pts.
- Catches drift early. Demand, stock and cost lines moving away from plan.
- Finds the driver. Traces a variance to the route, supplier or site behind it.
- Benchmarks your costs. Compares unit cost movement with your sector.
Modeler
Builds and keeps the operations model
Modeler · 06:01
Mapped 4 sites and 4 product families from your ERP. Two units of measure need confirming.
- Rebuilds your sheets. Demand, cost and inventory models as one live plan.
- Maps your data. Products, sites and units of measure from your ERP.
- Adapts as you grow. New sites, products and routes without a rebuild project.
Planner
Turns a change into options
Planner · 06:10
Pulling the KSA shipment forward two weeks keeps Riyadh above its cover target. £21K of cash moves two weeks earlier.
- Tests before you commit. Routes, suppliers, capacity and mix.
- Shows the full effect. Margin, stock and cash for every option.
- Prepares the review. Options and trade-offs ready for the S&OP meeting.
Other teams
Every team that plans around volume and cost
Same model, same live data. Adding a team is a permission, not a project.
Finance
Owns the model. Forecasting, scenarios, reporting, variance and close on one connected view.
ExploreSales and marketing
Revenue plans, quota, territory and capacity that add up to the number finance is forecasting.
ExploreHeadcount and HR
Hiring plans, ramp, attrition and cost per head modelled against capacity and margin.
ExploreProjects
Project budgets, spend to date, forecast to complete and CAPEX phasing in the group plan.
ExploreQuestions
What operations teams ask us
Anything not covered here, we would rather answer on your own volume plan.
Bring your demand plan and your cost model.
Your own operational data and your own model. See where demand is running ahead of supply, what each unit really costs to deliver, and which vendor or route is eating margin, before the next review.
✓ Your ERP stays the system of record
✓ Your data, not a sample dataset
✓ Your products and sites, as you define them