Financial Decision Cockpit

Export-KA3

Customer deep-dive · Jun 2026 · Tier 3 · Retail Display / RRP

Sales Head skill
Jun 2026

This week, Export-KA3 ran at 104% of plan — RMB 1M ahead of plan — with ASP -0.8% QoQ and OTIF 95.9% (2 late). The biggest risk is ASP -0.8% QoQ1, driven by price-down pressure outpacing premium mix shift. Focus next on accelerate premium qualifications to defend blended asp.

  • Attainment improved +3.5pp to 104%
  • OTIF down -0.9pp to 95.9%
  1. P2Lift OTIF to 97% — 2 late shipment(s) to clearOpen
    Owner:Due:Impact:
    Why:OTIF95.9%Late shipments2
  2. P3Reduce DSO — collect on RMB 51M AROpen
    Owner:Due:Impact:
    Why:DSO51 dAR balanceRMB 51M

Week-over-Week Movement

4 improved1 worsened· Jun 2026 vs May 2026
Attainment+3.5pp
104%
from 100% last week
Revenue+3M
RMB 30M
from RMB 27M last week
ASP QoQ+1.4pp
-0.8%
from -2.2% last week
OTIF-0.9pp
95.9%
from 96.8% last week
Open complaintsno change
1
from 1 last week
FG inventory-1d
20d
from 21d last week

Biggest Drivers

  • ASP -0.8% QoQ — Price-down pressure outpacing premium mix shift

Automated Risk Signals

1 flag · worst-first
PricingAT RISK

ASP -0.8% QoQ

Driver: Price-down pressure outpacing premium mix shift

Focus: Accelerate premium qualifications to defend blended ASP

Revenue
RMB 30M
Plan RMB 29M
Attainment
104%
vs plan
ASP QoQ
-0.8%
¥11.50/m²
OTIF
95.9%
2 late
Satisfaction
4.3/5
PPM 86

Revenue: plan, actual, forecast & last year

Export-KA3 — monthly RMB M · actual bars turn amber/red below plan · forecast next 3 months

Commercial & Financial

Jun 2026

Revenue (actual)RMB 30Mplan RMB 29M
Attainment104%
ASP¥11.50/m²-0.8% QoQ
Share of wallet16.3%
ChannelExport100% of revenue exported
FX exposureRMB 30Mexport revenue at FX risk
ContractActiveends 2028-03
AR balanceRMB 51MDSO 51 d

Fulfillment & Inventory

Jun 2026

OTIF95.9%target 96%
Late shipments2
Volume2,595 KSqMplan 2,504 KSqM
FG stock1,730 KSqM20 DOH
Aging >60d3.6%

Quality & NPI

Jun 2026

Satisfaction4.3/5
Quality PPM86
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
ColdChain Box-M1Cold-chain insulated caseSample2027-Q2ON 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 — Active2028-03Account ManagerON TRACK
Sep 2026 volume commit (2,504 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 95.9%Jul 14, 2026
P3Reduce DSO — collect on RMB 51M ARHelen Xu (Finance)DSO 51 dJul 28, 2026

CRM Engagement Records

Logged sales engagement · Jun 2026

  1. 2026-06-26Meeting· VP ProcurementDavid Chen

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

  2. 2026-06-14Call· Supply Chain ManagerDavid Chen

    Complaint about 2 late shipment(s); expects OTIF recovery plan.

    Fulfillment dissatisfaction building

  3. 2026-06-08Visit· Purchasing HeadDavid Chen

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

  4. 2026-06-03Email· Category BuyerHelen Xu

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

Account Engagement Risk Board

Owner David Chen · cadence & signals

Last contact
2d ago
Activities (mo)
4
Open commitments
1
Exec coverage
Yes
  • Open commitment: Open commitment — VMI draft due — from Visit on 2026-06-08
  • Sentiment signal: Fulfillment dissatisfaction building