Financial Decision Cockpit
Sales & Customers Appliance-KA2

Appliance-KA2

Customer deep-dive · Jun 2026 · Tier 2 · Heavy-Duty Containers

Sales Head skill
Jun 2026

This week, Appliance-KA2 ran at 96% of plan — a RMB 1M revenue shortfall — with ASP -0.8% QoQ and OTIF 95.6% (3 late). The biggest risk is ASP -0.8% QoQ1, driven by price-down pressure outpacing premium mix shift. Next, 1 major complaint(s) open · Q-2352, driven by fluting medium substitution at plant-4-tianjin corrugator. Focus next on accelerate premium qualifications to defend blended asp.

  • Attainment improved +0.5pp to 96%
  • OTIF down -0.8pp to 95.6%
  • Satisfaction up +0.1 to 4.2/5
  • FG inventory drew down 6 days to 18 DOH
  1. P2Close CAPA for Edge crush resistance below specOpen
    Owner:Due:Impact:
    Why:ComplaintMAJOR · Edge crush resistance below specRoot causePlant-4-Tianjin
  2. P2Lift OTIF to 97% — 3 late shipment(s) to clearOpen
    Owner:Due:Impact:
    Why:OTIF95.6%Late shipments3
  3. P3Reduce DSO — collect on RMB 41M AROpen
    Owner:Due:Impact:
    Why:DSO50 dAR balanceRMB 41M

Week-over-Week Movement

4 improved1 worsened· Jun 2026 vs May 2026
Attainment+0.5pp
96%
from 96% last week
Revenue+1M
RMB 25M
from RMB 24M last week
ASP QoQ+0.3pp
-0.8%
from -1.1% last week
OTIF-0.8pp
95.6%
from 96.4% last week
Open complaintsno change
0
from 0 last week
FG inventory-6d
18d
from 24d last week

Biggest Drivers

  • ASP -0.8% QoQ — Price-down pressure outpacing premium mix shift
  • 1 major complaint(s) open · Q-235 — Fluting medium substitution at Plant-4-Tianjin corrugator

Automated Risk Signals

2 flags · worst-first
PricingAT RISK

ASP -0.8% QoQ

Driver: Price-down pressure outpacing premium mix shift

Focus: Accelerate premium qualifications to defend blended ASP

QualityAT RISK

1 major complaint(s) open · Q-235

Driver: Fluting medium substitution at Plant-4-Tianjin corrugator

Focus: Close CAPA — Revert to qualified medium, 8D filed

Revenue
RMB 25M
Plan RMB 26M
Attainment
96%
vs plan
ASP QoQ
-0.8%
¥6.99/m²
OTIF
95.6%
3 late
Satisfaction
4.2/5
PPM 98

Revenue: plan, actual, forecast & last year

Appliance-KA2 — monthly RMB M · actual bars turn amber/red below plan · forecast next 3 months

Commercial & Financial

Jun 2026

Revenue (actual)RMB 25Mplan RMB 26M
Attainment96%
ASP¥6.99/m²-0.8% QoQ
Share of wallet32.5%
ChannelDomesticdomestic only
FX exposureRMB 0Mexport revenue at FX risk
ContractActiveends 2027-12
AR balanceRMB 41MDSO 50 d

Fulfillment & Inventory

Jun 2026

OTIF95.6%target 96%
Late shipments3
Volume3,557 KSqMplan 3,694 KSqM
FG stock2,134 KSqM18 DOH
Aging >60d3.8%

Quality & NPI

Jun 2026

Satisfaction4.2/5
Quality PPM98
Open complaints00 crit / 0 major
Claim costRMB 0M
NPI pending20 delayed
NPI rev at riskRMB 0M

Qualification Pipeline

NPI projects & revenue at risk

No active qualifications.

Complaint Tracker

Root cause linked to originating site

IDIssueSeverityAge (d)Root causeSiteOwner
Q-235Edge crush resistance below specMAJOR28Fluting medium substitution at Plant-4-Tianjin corrugatorPlant-4-TianjinPlant-4-Tianjin QA Mgr

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 15–21Root-cause CAPA closure for Q-235 at Plant-4-TianjinPlant-4-Tianjin QA MgrIN PROGRESS
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 (3,694 t plan)Sep 2026Supply PlannerPLANNED

Action Plans

Prioritised for the next 4 weeks

PrioActionOwnerImpactDue
P2Close CAPA for Edge crush resistance below specPlant-4-Tianjin QA Mgr · Grace WangPlant-4-Tianjin root causeJul 21, 2026
P2Lift OTIF to 97% — 3 late shipment(s) to clearDavid Chen (Supply Planner)OTIF 95.6%Jul 14, 2026
P3Reduce DSO — collect on RMB 41M ARHelen Xu (Finance)DSO 50 dJul 28, 2026

CRM Engagement Records

Logged sales engagement · Jun 2026

  1. 2026-06-26Meeting· VP ProcurementKevin Zhao

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

  2. 2026-06-20Feedback· Quality ManagerKevin Zhao

    Discussed Q-235: Edge crush resistance below spec. CAPA timeline shared.

    Watch — pending corrective action

  3. 2026-06-14Call· Supply Chain ManagerKevin Zhao

    Complaint about 3 late shipment(s); expects OTIF recovery plan.

    Fulfillment dissatisfaction building

  4. 2026-06-08Visit· Purchasing HeadKevin Zhao

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

  5. 2026-06-03Email· Category BuyerDavid Chen

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

Account Engagement Risk Board

Owner Kevin Zhao · cadence & signals

Last contact
2d ago
Activities (mo)
5
Open commitments
1
Exec coverage
Yes
  • Open commitment: Open commitment — VMI draft due — from Visit on 2026-06-08
  • Sentiment signal: Watch — pending corrective action
  • Sentiment signal: Fulfillment dissatisfaction building