S&OP & Demand Forecasting for Supply Chain Managers w/ Excel

This course contains the use of artificial intelligence.

Master the skills of End-to-End Forecasting, Demand Planning, S&OP & IBP

This course helps anyone to master Supply and Demand Planning, improve demand forecasting accuracy, optimize inventory and understand how S&OP and IBP drive real business decisions.

This course is designed to teach you from supply chain fundamentals to advanced planning and business integration, combining theory, real-world examples, Excel-based forecasting, KPIs, and hands-on practice.

In today’s volatile and competitive environment, organizations no longer succeed with siloed planning. Companies need professionals who understand demand planning, forecasting, inventory management, supply planning, Sales & Operations Planning (S&OP), and Integrated Business Planning (IBP) and know how to apply them in real business scenarios.

This course gives you end to end mastery with below topics..

Why This Course Is Different?

Most courses explain concepts in isolation. This course connects everything end-to-end, just like a real business operates.

You will learn:

• How demand is created, forecasted, and translated into supply and inventory decisions

• How Sales, Operations, Supply Chain, Finance, and Leadership collaborate through S&OP

• How organizations evolve from S&OP to Integrated Business Planning (IBP)

• How to use Excel forecasting tools, formulas, and templates on real data

• How KPIs drive planning decisions, not just reporting

This course is thoughtfully designed by academic and industry experts and reflects how planning is done in manufacturing, retail, and service organizations worldwide.

What You Will Learn in This Course

Basic Introduction to Course

1. Business Operations – Manufacturing & Service Operations

2. Demand Vs Supply in Supply Chain

3. What is Demand, Sales & Forecast, Understanding with examples & their difference

4. Determinants of Demand – What factors in Market determine / influence demand patterns

5. Impact of imbalanced supply and demand in Overall Supply Chain

6. Business Planning interlink – From Long term Strategy to Mid Term Operational Plans to Daily Tactical execution

7. Role of S&OP in Business Planning & Execution.

Overview of Sales & Operations Planning (S&OP)

1. Overview of Sales & Operations Planning (S&OP) with its History

2. Detailed Overview & Live Scenario of S&OP Step Meetings with examples.

· Overview & Live Scenario of S&OP Step 1

· Overview & Live Scenario of S&OP Step 2

· Overview & Live Scenario of S&OP Step 3

· Overview & Live Scenario of S&OP Step 4

· Overview & Live Scenario of S&OP Step 5

3. Benefits of S&OP in Business

4. RASCI Matrix of different S&OP steps

Introduction to Forecasting

1. What is forecasting

2. What is demand planning

3. What is difference between Forecasting & Demand Planning

4. Benefits of forecasting & Demand Planning in Business.

5. Constrained Vs Unconstrained Demand with Examples.

6. Different Types of forecasting

a. Qualitative Forecasting with Methods & Examples

i. Delphi Method

ii. Market survey

iii. Sales force composite

iv. Executive Opinion

b. Quantitative Forecasting with Methods & Examples

i. Time Series

ii. Regression Model

7. Answer to common question - Which forecasting is best?

8. Characteristics of Forecast.

9. Forecast horizon & Frozen Period

10. Top down and down top approaches in Demand Planning

11. Role of Demand Planner

12. Common Challenges in Forecasting

Forecasting Methods Overview and Forecasting demand using MS Excel

1. Basic Forecasting Methods Overview & forecasting through excel.

a. Naïve Forecast

b. Moving Average Method

c. Weighted Moving average method

d. Exponential smoothing method

2. Advanced Forecasting Methods using Excel

· FORECAST.LINEAR

· FORECAST.ETS

· FORECAST.ETS.SEASONALITY

· FORECAST.ETS.CONFINT

· FORECAST SHEET

· Forecasting in excel using Seasonality Index method

Calculating & Understanding KPI’s of S&OP in Excel

Step 1 – New Product Planning & Data Collection KPI’s

· Data Completeness %

· New Product Forecast Accuracy

· Vitality Index %

· Time to Market (Days)

Step 2 – Demand Planning KPI’s

· Forecast Error

· Absolute Error

· Squared Error

· Root Mean Squared Error

· Mean Absolute Error

· Mean Absolute Percentage Error

· Weighted Mean Absolute Percentage Error

· Forecast Accuracy %

· Forecast Bias %

· Forecast Value Add

Step 3 – Supply Planning KPI’s

· On time Delivery %

· On time in full %

· Capacity Utilization %

· Inventory Turns

· Days of Sales (DOS)

· Supply Plan Adherence %

Step 4 – Pre S&OP / Financial Reconciliation KPI’s

· Revenue Forecast Accuracy

· Inventory Value Variance

· Scenario Impact Value

Step 5 – Executive S&OP Review KPI’s

· Business Plan Achievement %

· Customer Service Level %

· Decision Closure Rate %

· Meeting Attendance %

Overview of Integrated Business Planning (IBP)

1. IBP Introduction & History

2. S&OP Vs IBP

3. Steps to Transform S&OP to IBP

Best Practices in S&OP

1. Don’t forecast, Collaborate and set standard processes.

2. Forecast Demand and not sales.

3. Quantity or Dollar?

4. Don’t run behind forecast accuracy as a success.

5. Incentivize your team who are involved in forecasting.

Supply Chain Technologies

6. Role of AI & ML In Forecasting

7. Examples of AI & ML in each step of S&OP

8. Top tools used globally in S&OP Maturity

9. Case studies of AI & ML applications in S&OP

Who This Course Is For

• Supply Chain Managers & Analysts

• Demand Planners & Inventory Planners

• Procurement & Purchasing Professionals

• Logistics & Transportation Planners

• Operations & Production Planners

• MBA & Management Students

• Professionals moving into Supply Chain roles

• Anyone who wants to master Demand Planning, Forecasting, S&OP, and IBP

What You Will Be Able to Do After This Course

• Confidently perform demand forecasting and demand planning on any dataset

• Run an end-to-end S&OP cycle with clarity

• Understand how inventory, supply, and capacity decisions are made

• Use Excel forecasting tools professionally

• Speak the language of supply chain, finance, and leadership

• Add immediate value by improving forecast quality and planning decisions

Course Features

• 100% On-Demand Video Learning

• Practical Excel-based examples

• Downloadable templates and handouts

• Lifetime Access

• Certificate of Completion

Final Note

This is not just another theoretical supply chain course.
This is a complete, practical, and career-oriented journey through Forecasting, Demand Planning, S&OP and IBP, designed to help you make better decisions and create real business impact.

Enroll now and transform the way you plan, forecast, and manage supply chains.