Jefferson Quarry · Sales & operations planning

Tons on the Books

How a year’s plan turns into a month’s production, January to April, for two products. Watch the budget get filled by purchase orders and expected demand, then replaced by what actually shipped.

Step 1 of 6

What the plan does
Booked — purchase orders Expected — no customer yet Actual — shipped Budget — set last August

Budget

The plan made last August for the whole year. It is the scorecard everyone is graded against.

Never changes

PO — booked

A real order: this customer, this job, this product, this month. Drills down to a name.

Moves when customers move

Expected

Tons the salesperson believes they will sell but has not booked. A plug, by product and month.

Revised monthly

Forecast

Booked plus expected — today’s best guess, and the number the plant is scheduled against.

Updated monthly

Illustrative figures for one site. Tons of #57 and #89 stone. Budget is fixed at the product level; booked tons roll up from purchase orders by customer and project.