Financial Decision Cockpit
Sales & Customers Appliance-KA1

Appliance-KA1

Customer deep-dive · Jun 2026 · Tier 1 · Heavy-Duty Containers

Sales Head skill
Jun 2026

This week, Appliance-KA1 ran at 96% of plan — a RMB 2M revenue shortfall — with ASP -2.1% QoQ and OTIF 96.5% (2 late). The biggest risk is Defect 153 PPM1, driven by process capability drift at supplying site. Next, ASP -2.1% QoQ2, driven by price-down pressure outpacing premium mix shift. Focus next on tighten spc limits; verify incoming liner moisture.

  • OTIF up +0.9pp to 96.5%
  • Satisfaction down -0.1 to 4.3/5
  • FG inventory built 5 days to 23 DOH
  1. P2Lift OTIF to 97% — 2 late shipment(s) to clearOpen
    Owner:Due:Impact:
    Why:OTIF96.5%Late shipments2
  2. P3Reduce DSO — collect on RMB 70M AROpen
    Owner:Due:Impact:
    Why:DSO53 dAR balanceRMB 70M

Week-over-Week Movement

1 improved4 worsened· Jun 2026 vs May 2026
Attainment-0.4pp
96%
from 97% last week
Revenue-1M
RMB 40M
from RMB 41M last week
ASP QoQ-0.3pp
-2.1%
from -1.8% last week
OTIF+0.9pp
96.5%
from 95.6% last week
Open complaintsno change
1
from 1 last week
FG inventory+5d
23d
from 18d last week

Biggest Drivers

  • Defect 153 PPM — Process capability drift at supplying site
  • ASP -2.1% QoQ — Price-down pressure outpacing premium mix shift

Automated Risk Signals

2 flags · worst-first
QualityMISS

Defect 153 PPM

Driver: Process capability drift at supplying site

Focus: Tighten SPC limits; verify incoming liner moisture

PricingAT RISK

ASP -2.1% QoQ

Driver: Price-down pressure outpacing premium mix shift

Focus: Accelerate premium qualifications to defend blended ASP

Revenue
RMB 40M
Plan RMB 41M
Attainment
96%
vs plan
ASP QoQ
-2.1%
¥6.50/m²
OTIF
96.5%
2 late
Satisfaction
4.3/5
PPM 153

Revenue: plan, actual, forecast & last year

Appliance-KA1 — monthly RMB M · actual bars turn amber/red below plan · forecast next 3 months

Commercial & Financial

Jun 2026

Revenue (actual)RMB 40Mplan RMB 41M
Attainment96%
ASP¥6.50/m²-2.1% QoQ
Share of wallet49.9%
ChannelDomesticdomestic only
FX exposureRMB 0Mexport revenue at FX risk
ContractActiveends 2027-12
AR balanceRMB 70MDSO 53 d

Fulfillment & Inventory

Jun 2026

OTIF96.5%target 96%
Late shipments2
Volume6,102 KSqMplan 6,332 KSqM
FG stock4,678 KSqM23 DOH
Aging >60d3.2%

Quality & NPI

Jun 2026

Satisfaction4.3/5
Quality PPM153
Open complaints10 crit / 0 major
Claim costRMB 0M
NPI pending10 delayed
NPI rev at riskRMB 0M

Qualification Pipeline

NPI projects & revenue at risk

ProjectProductPhaseTarget MPStatusRev at riskDelay reason
StdCase V2-E5Standard B-flute case V2Mass Production2026-Q2COMPLETE
HeavyDuty Pal-E8Heavy-duty pallet boxSmall Trial2026-Q4ON TRACK

Complaint Tracker

Root cause linked to originating site

No open complaints.

4-Week Execution Plan

Weekly focus & status

WeekDatesFocus / planOwnerStatus
Week 1Jul 2026 1–7Weekly demand review & lock production allocationKevin Zhao (Account Mgr)ON TRACK
Week 2Jul 2026 8–14Expedite open POs & confirm OTIF recovery planDavid Chen (Supply Planner)AT RISK
Week 3Jul 2026 15–21Inventory rebalancing — trim FG DOH to targetMia Liu (Ops Planner)ON TRACK
Week 4Jul 2026 22–28QBR prep — next-quarter forecast alignment & contract reviewKevin Zhao (Account Mgr)PLANNED

Major Milestones

Upcoming commitments

MilestoneTargetOwnerStatus
Contract renewal — Active2027-12Account ManagerON TRACK
Sep 2026 volume commit (6,332 t plan)Sep 2026Supply PlannerPLANNED

Action Plans

Prioritised for the next 4 weeks

PrioActionOwnerImpactDue
P2Lift OTIF to 97% — 2 late shipment(s) to clearDavid Chen (Supply Planner)OTIF 96.5%Jul 14, 2026
P3Reduce DSO — collect on RMB 70M ARHelen Xu (Finance)DSO 53 dJul 28, 2026

CRM Engagement Records

Logged sales engagement · Jun 2026

  1. 2026-06-26Meeting· VP ProcurementHelen Xu

    Confirmed H2 tender cadence; volume commit review to start next month.

  2. 2026-06-08Visit· Purchasing HeadHelen Xu

    Presented VMI joint-inventory proposal; customer interested, wants draft this month.

  3. 2026-06-03Email· Category BuyerGrace Wang

    Shared quarterly ASP benchmark; flagged price-down expectation for next cycle.

Account Engagement Risk Board

Owner Helen Xu · cadence & signals

Last contact
2d ago
Activities (mo)
3
Open commitments
1
Exec coverage
Yes
  • Open commitment: Open commitment — VMI draft due — from Visit on 2026-06-08