Financial Decision Cockpit

FMCG-KA2

Customer deep-dive · Jun 2026 · Tier 2 · Folding Carton

Sales Head skill
Jun 2026

This week, FMCG-KA2 ran at 100% of plan — RMB 0M ahead of plan — with ASP -1.2% QoQ and OTIF 96.7% (2 late). The biggest risk is ASP -1.2% QoQ1, driven by price-down pressure outpacing premium mix shift. Focus next on accelerate premium qualifications to defend blended asp.

  • Attainment improved +1.1pp to 100%
  • OTIF up +0.4pp to 96.7%
  • Open complaints rose by 1 to 1
  • Satisfaction up +0.3 to 4.3/5
  • FG inventory drew down 5 days to 17 DOH
  1. P2Lift OTIF to 97% — 2 late shipment(s) to clearOpen
    Owner:Due:Impact:
    Why:OTIF96.7%Late shipments2
  2. P3Reduce DSO — collect on RMB 112M AROpen
    Owner:Due:Impact:
    Why:DSO48 dAR balanceRMB 112M

Week-over-Week Movement

5 improved1 worsened· Jun 2026 vs May 2026
Attainment+1.1pp
100%
from 99% last week
Revenue+0M
RMB 70M
from RMB 70M last week
ASP QoQ+0.3pp
-1.2%
from -1.5% last week
OTIF+0.4pp
96.7%
from 96.3% last week
Open complaints+1
1
from 0 last week
FG inventory-5d
17d
from 22d last week

Biggest Drivers

  • ASP -1.2% QoQ — Price-down pressure outpacing premium mix shift

Automated Risk Signals

1 flag · worst-first
PricingAT RISK

ASP -1.2% QoQ

Driver: Price-down pressure outpacing premium mix shift

Focus: Accelerate premium qualifications to defend blended ASP

Revenue
RMB 70M
Plan RMB 70M
Attainment
100%
vs plan
ASP QoQ
-1.2%
¥5.17/m²
OTIF
96.7%
2 late
Satisfaction
4.3/5
PPM 93

Revenue: plan, actual, forecast & last year

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

Commercial & Financial

Jun 2026

Revenue (actual)RMB 70Mplan RMB 70M
Attainment100%
ASP¥5.17/m²-1.2% QoQ
Share of wallet28.5%
ChannelDomesticdomestic only
FX exposureRMB 0Mexport revenue at FX risk
ContractActiveends 2028-03
AR balanceRMB 112MDSO 48 d

Fulfillment & Inventory

Jun 2026

OTIF96.7%target 96%
Late shipments2
Volume13,549 KSqMplan 13,547 KSqM
FG stock7,678 KSqM17 DOH
Aging >60d4.0%

Quality & NPI

Jun 2026

Satisfaction4.3/5
Quality PPM93
Open complaints10 crit / 0 major
Claim costRMB 0M
NPI pending20 delayed
NPI rev at riskRMB 0M

Qualification Pipeline

NPI projects & revenue at risk

ProjectProductPhaseTarget MPStatusRev at riskDelay reason
StdCarton-G2Standard SBS folding cartonSmall 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 — Active2028-03Account ManagerON TRACK
Sep 2026 volume commit (13,547 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 96.7%Jul 14, 2026
P3Reduce DSO — collect on RMB 112M ARHelen Xu (Finance)DSO 48 dJul 28, 2026

CRM Engagement Records

Logged sales engagement · Jun 2026

  1. 2026-06-26Meeting· VP ProcurementGrace Wang

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

  2. 2026-06-08Visit· Purchasing HeadGrace Wang

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

  3. 2026-06-03Email· Category BuyerMia Liu

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

Account Engagement Risk Board

Owner Grace Wang · 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