S&OP & Demand Forecasting for Supply Chain Managers w- Excel

Demand Forecasting, Demand Planning, S&OP & IBP with KPI’s and MS Excel tools for a structured Supply Chain decisions

What you’ll learn
Understand how manufacturing and service businesses operate from a supply chain and planning perspective
Clearly differentiate between demand vs supply and understand why imbalance causes business losses
Learn the difference between demand, sales, and forecast with real business examples
Understand key determinants of demand and how they impact planning accuracy
Analyze the business impact of excess inventory, stockouts, and poor forecasting
Learn how long-term, mid-term, and short-term business planning are interconnected
Understand the role of S&OP in planning and execution across the organization
Learn the history, purpose, and evolution of Sales and Operations Planning (S&OP)
Master the end-to-end 5-step S&OP process used in real companies
Understand benefits of S&OP and how it improves service, cost, and inventory performance
Learn RASCI roles in S&OP and how different departments contribute to planning
Understand what forecasting and demand planning really mean in supply chain
Learn the difference between constrained and unconstrained demand planning
Understand types of forecasting methods and when to use each one
Learn forecast characteristics, forecast horizon, and top-down vs bottom-up planning
Understand the role of a demand planner and common forecasting challenges
Perform demand forecasting in MS Excel using real business data
Apply naïve, moving average, weighted moving average, and exponential smoothing methods
Use advanced Excel forecasting functions like FORECAST.LINEAR, FORECAST.ETS, seasonality, confidence intervals, and Forecast Sheet
Learn how to calculate seasonality index and apply seasonal forecasting
Measure forecast performance using Forecast Value Add (FVA) and consensus forecasting
Calculate and interpret forecasting KPIs like Forecast Value Add, Forecast Bias %, Forecast Accuracy %, Weighted Mean Absolute Percentage Error
Calculate and interpret forecasting KPIs like Forecast Value Add, Forecast Bias %, Forecast Accuracy %, Weighted Mean Absolute Percentage Error
Learn key Supply planning KPIs such as OTD, OTIF, inventory turnover, days of inventory, and plan adherence
Calculate KPI’s of Step 1 like Time to Market (Days), Vitality Index %, New Product Forecast Accuracy, Data Completeness %
Calculate KPI’s like Scenario Impact Value, Inventory Value Variance, Revenue Forecast Accuracy
Understand and Calculate KPI’s in Step 5 like Meeting Attendance %, Decision Closure Rate %, Customer Service Level %, Business Plan Achievement %
Understand which KPIs matter most at different S&OP steps
Run the complete S&OP cycle including product planning, demand review, supply review, Pre-S&OP, and Executive S&OP
Understand MPS, MRP, and RCCP concepts within the S&OP framework
Learn in detail about what is Integrated Business Planning (IBP) & how it Differs from S&OP
Learn how organizations transition from S&OP to Integrated Business Planning (IBP)
Apply best practices in forecasting, collaboration, incentive alignment, and scenario-based planning to improve business results

Requirements
English Language
Software used to read PDF documents (Like Adobe)
Microsoft Excel
Learning & attentive mindset

Description
This course contains the use of artificial intelligence.

Master the skills of Forecasting, Demand Planning, S&OP & IBP

This course helps anyone to master Supply and Demand Planning, improve demand forecasting accuracy, optimize inventory and understand how S&OP and IBP drive real business decisions.

This course is designed to teach you from supply chain fundamentals to advanced planning and business integration, combining theory, real-world examples, Excel-based forecasting, KPIs, and hands-on practice.

In today’s volatile and competitive environment, organizations no longer succeed with siloed planning. Companies need professionals who understand demand planning, forecasting, inventory management, supply planning, Sales & Operations Planning (S&OP), and Integrated Business Planning (IBP) and know how to apply them in real business scenarios.

This course gives you end to end mastery with below topics..

Why This Course Is Different?

Most courses explain concepts in isolation. This course connects everything end-to-end, just like a real business operates.

You will learn

• How demand is created, forecasted, and translated into supply and inventory decisions

• How Sales, Operations, Supply Chain, Finance, and Leadership collaborate through S&OP

• How organizations evolve from S&OP to Integrated Business Planning (IBP)

• How to use Excel forecasting tools, formulas, and templates on real data

• How KPIs drive planning decisions, not just reporting

This course is thoughtfully designed by academic and industry experts and reflects how planning is done in manufacturing, retail, and service organizations worldwide.

What You Will Learn in This Course

Basic Introduction to Course

1. Business Operations – Manufacturing & Service Operations

2. Demand Vs Supply in Supply Chain

3. What is Demand, Sales & Forecast, Understanding with examples & their difference

4. Determinants of Demand – What factors in Market determine / influence demand patterns

5. Impact of imbalanced supply and demand in Overall Supply Chain

6. Business Planning interlink – From Long term Strategy to Mid Term Operational Plans to Daily Tactical execution

7. Role of S&OP in Business Planning & Execution.

Overview of Sales & Operations Planning (S&OP)

1. Overview of Sales & Operations Planning (S&OP) with its History

2. Detailed Overview & Live Scenario of S&OP Step Meetings with examples.

· Overview & Live Scenario of S&OP Step 1

· Overview & Live Scenario of S&OP Step 2

· Overview & Live Scenario of S&OP Step 3

· Overview & Live Scenario of S&OP Step 4

· Overview & Live Scenario of S&OP Step 5

3. Benefits of S&OP in Business

4. RASCI Matrix of different S&OP steps

Introduction to Forecasting

1. What is forecasting

2. What is demand planning

3. What is difference between Forecasting & Demand Planning

4. Benefits of forecasting & Demand Planning in Business.

5. Constrained Vs Unconstrained Demand with Examples.

6. Different Types of forecasting

a. Qualitative Forecasting with Methods & Examples

i. Delphi Method

ii. Market survey

iii. Sales force composite

iv. Executive Opinion

b. Quantitative Forecasting with Methods & Examples

i. Time Series

ii. Regression Model

7. Answer to common question – Which forecasting is best?

8. Characteristics of Forecast.

9. Forecast horizon & Frozen Period

10. Top down and down top approaches in Demand Planning

11. Role of Demand Planner

12. Common Challenges in Forecasting

Forecasting Methods Overview and Forecasting demand using MS Excel

1. Basic Forecasting Methods Overview & forecasting through excel.

a. Naïve Forecast

b. Moving Average Method

c. Weighted Moving average method

d. Exponential smoothing method

2. Advanced Forecasting Methods using Excel

· FORECAST.LINEAR

· FORECAST.ETS

· FORECAST.ETS.SEASONALITY

· FORECAST.ETS.CONFINT

· FORECAST SHEET

· Forecasting in excel using Seasonality Index method

Calculating & Understanding KPI’s of S&OP in Excel

Step 1 – New Product Planning & Data Collection KPI’s

· Data Completeness %

· New Product Forecast Accuracy

· Vitality Index %

· Time to Market (Days)

Step 2 – Demand Planning KPI’s

· Forecast Error

· Absolute Error

· Squared Error

· Root Mean Squared Error

· Mean Absolute Error

· Mean Absolute Percentage Error

· Weighted Mean Absolute Percentage Error

· Forecast Accuracy %

· Forecast Bias %

· Forecast Value Add

Step 3 – Supply Planning KPI’s

· On time Delivery %

· On time in full %

· Capacity Utilization %

· Inventory Turns

· Days of Sales (DOS)

· Supply Plan Adherence %

Step 4 – Pre S&OP / Financial Reconciliation KPI’s

· Revenue Forecast Accuracy

· Inventory Value Variance

· Scenario Impact Value

Step 5 – Executive S&OP Review KPI’s

· Business Plan Achievement %

· Customer Service Level %

· Decision Closure Rate %

· Meeting Attendance %

Overview of Integrated Business Planning (IBP)

1. IBP Introduction & History

2. S&OP Vs IBP

3. Steps to Transform S&OP to IBP

Best Practices in S&OP

1. Don’t forecast, Collaborate and set standard processes.

2. Forecast Demand and not sales.

3. Quantity or Dollar?

4. Don’t run behind forecast accuracy as a success.

5. Incentivize your team who are involved in forecasting.

Supply Chain Technologies

6. Role of AI & ML In Forecasting

7. Examples of AI & ML in each step of S&OP

8. Top tools used globally in S&OP Maturity

9. Case studies of AI & ML applications in S&OP

Who this course is for
Supply Chain, Logistics & Inventory Professionals – Demand Planners, S&OP Leads, Buyers, Logistics Planners, Inventory Planners, Supply Chain Managers, Supply Chain Analysts, Business Analysts
Professionals looking to make their career or switch their careen in Supply Chain, S&OP, Forecasting, Demand Planning field.
Business leaders & entrepreneurs