Financial Decision Cockpit

Export-KA1

Customer deep-dive · Jun 2026 · Tier 2 · Corrugated Cases

Sales Head skill
Jun 2026

This week, Export-KA1 ran at 93% of plan — a RMB 4M revenue shortfall — with ASP -1.5% QoQ and OTIF 96.1% (2 late). The biggest risk is Attainment 93% vs plan1, driven by volume shortfall against committed plan. Next, ASP -1.5% QoQ2, driven by price-down pressure outpacing premium mix shift. Next, Defect 133 PPM3, driven by process capability drift at supplying site. Focus next on commercial recovery — lock volume allocation & renegotiate shortfall.

  • Attainment slipped -4.0pp to 93%
  • Open complaints rose by 1 to 1
  • Satisfaction down -0.2 to 4.0/5
  • FG inventory built 3 days to 25 DOH
  1. P2Lift OTIF to 97% — 2 late shipment(s) to clearOpen
    Owner:Due:Impact:
    Why:OTIF96.1%Late shipments2
  2. P2Close revenue attainment gap vs planOpen
    Owner:Due:Impact:
    Why:Attainment93%Revenue gapRMB -4M
  3. P3Reduce DSO — collect on RMB 76M AROpen
    Owner:Due:Impact:
    Why:DSO49 dAR balanceRMB 76M

Week-over-Week Movement

2 improved4 worsened· Jun 2026 vs May 2026
Attainment-4.0pp
93%
from 97% last week
Revenue-7M
RMB 47M
from RMB 54M last week
ASP QoQ+0.3pp
-1.5%
from -1.8% last week
OTIF+0.3pp
96.1%
from 95.8% last week
Open complaints+1
1
from 0 last week
FG inventory+3d
25d
from 22d last week

Biggest Drivers

  • Attainment 93% vs plan — Volume shortfall against committed plan
  • ASP -1.5% QoQ — Price-down pressure outpacing premium mix shift
  • Defect 133 PPM — Process capability drift at supplying site

Automated Risk Signals

3 flags · worst-first
RevenueAT RISK

Attainment 93% vs plan

Driver: Volume shortfall against committed plan

Focus: Commercial recovery — lock volume allocation & renegotiate shortfall

PricingAT RISK

ASP -1.5% QoQ

Driver: Price-down pressure outpacing premium mix shift

Focus: Accelerate premium qualifications to defend blended ASP

QualityAT RISK

Defect 133 PPM

Driver: Process capability drift at supplying site

Focus: Tighten SPC limits; verify incoming liner moisture

Revenue
RMB 47M
Plan RMB 50M
Attainment
93%
vs plan
ASP QoQ
-1.5%
¥3.08/m²
OTIF
96.1%
2 late
Satisfaction
4.0/5
PPM 133

Revenue: plan, actual, forecast & last year

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

Commercial & Financial

Jun 2026

Revenue (actual)RMB 47Mplan RMB 50M
Attainment93%
ASP¥3.08/m²-1.5% QoQ
Share of wallet28.2%
ChannelExport100% of revenue exported
FX exposureRMB 47Mexport revenue at FX risk
ContractActiveends 2027-12
AR balanceRMB 76MDSO 49 d

Fulfillment & Inventory

Jun 2026

OTIF96.1%target 96%
Late shipments2
Volume15,133 KSqMplan 16,276 KSqM
FG stock12,611 KSqM25 DOH
Aging >60d3.4%

Quality & NPI

Jun 2026

Satisfaction4.0/5
Quality PPM133
Open complaints10 crit / 0 major
Claim costRMB 0M
NPI pending00 delayed
NPI rev at riskRMB 0M

Qualification Pipeline

NPI projects & revenue at risk

ProjectProductPhaseTarget MPStatusRev at riskDelay reason
FibreBased-P1Fibre-based protective insert pilotSample2027-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 22–28Commercial recovery — price/volume negotiation to close attainment gapKevin Zhao (Account Mgr)AT RISK

Major Milestones

Upcoming commitments

MilestoneTargetOwnerStatus
Contract renewal — Active2027-12Account ManagerON TRACK
Sep 2026 volume commit (16,276 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 96.1%Jul 14, 2026
P2Close revenue attainment gap vs planKevin Zhao (Account Mgr)93% attainmentJul 28, 2026
P3Reduce DSO — collect on RMB 76M ARHelen Xu (Finance)DSO 49 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. 2026-06-08Visit· Purchasing HeadKevin Zhao

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

  3. 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)
3
Open commitments
1
Exec coverage
Yes
  • Open commitment: Open commitment — VMI draft due — from Visit on 2026-06-08