Sales And Operations Planning

Achieve success with your sales and operations plan. Unify teams and maximize your resources for optimal efficiency.
Or import into an existing account
Sales And Operations Planning

What is Sales And Operations Planning?

Sales and operations planning (S&OP) is a process for setting and aligning operational goals with sales objectives. It is used to create a unified plan of action and to ensure that resources are allocated in the most efficient and effective manner possible. This process helps to ensure that sales, production, and operations are all working together in harmony to achieve the same objectives.

What's included in this Sales And Operations Planning template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Sales And Operations Planning template for?

The Sales And Operations Planning template is designed to help all types of businesses, from small startups to large corporations, create a plan that aligns sales and operations. The template provides a comprehensive guide to creating a plan that is tailored to the specific needs of the business. It can be used to identify and measure key performance indicators (KPIs), set objectives, and implement projects that will help the business reach its goals.

1. Define clear examples of your focus areas

A focus area is a broad area of activity that is identified as important to achieving the business’s overall objectives. Examples of focus areas could include improving sales and operations efficiency, improving operational alignment, or improving sales and operations collaboration. Each focus area should have specific objectives that can be tracked and measured.

2. Think about the objectives that could fall under that focus area

Objectives are specific goals that should be achieved within each focus area. Each objective should have an action plan, measurable targets (KPIs), and an initial and target value associated with it.

Examples of some objectives for the focus area of Improve Sales and Operations Efficiency could be: Increase communication between Sales and Operations teams, and Reduce operational inefficiencies.

3. Set measurable targets (KPIs) to tackle the objective

KPIs are measurable targets that are used to track progress towards a specific objective. Each KPI should have an initial value, a target value, and a unit of measurement associated with it.

An example of a KPI for the focus area of Improve Sales and Operations Efficiency could be: Increase average number of daily check-ins to 10.

4. Implement related projects to achieve the KPIs

Projects, or actions, are specific activities that are designed to help the business reach its objectives. Actions should be directly related to the objectives and KPIs of the focus area. They should be measurable and have a timeline associated with them.

An example of a project related to Improve Sales and Operations Efficiency could be: Establish daily check-ins between Sales and Operations teams.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform allows businesses to easily track and measure their progress towards their objectives. The platform provides an intuitive and user-friendly interface that helps businesses stay on top of their goals and ensure that their strategies are successful.

Getting started with your
Sales And Operations Planning
only takes 20 seconds.
Or import into an existing account