PPlanning and finance
Plan stock, price, and cash from numbers you trust.
Forecasts in spreadsheets drift, and margin math done deal by deal misses landed cost and fees. Planning and finance models refresh from live sales, so reorders, prices, and promotions are decided on current numbers.
What's included
Decisions on stock, price, and cost, made from numbers you trust.
- Demand planning and replenishment
- Daily forecasts by SKU and channel that set reorder points, draft purchase orders, and flag stockouts early.
- Supply and cash planning
- Supplier production and inbound shipment dates tied to the demand plan, so purchase orders and payments are timed to keep stock flowing without tying up cash.
- Margin analysis and pricing
- Landed cost, channel fees, and promotion math in one model, so every price and deal is checked against margin.
- Financial models and month-end
- Budget and forecast models tied to live sales, plus close work like landed-cost allocation and sales tax coding.
From an ongoing engagement with a consumer brand. Client name withheld under confidentiality.
Read the resultsYou probably need this if
- You find out about a stockout from a retailer.
- Excess stock is tying up cash while other SKUs run out.
- Prices and promotions are approved without a full landed-cost margin check.
- Month-end takes days of manual allocations.
Questions about planning and finance
How is the demand forecast built?
From your own sales history by SKU and channel, refreshed daily, with reorder points and lead times set per item. It drafts purchase orders and flags stockouts early, and a person approves the order.
What goes into the margin model?
Landed cost, channel and marketplace fees, freight, and promotion costs in one model, so every price and deal is checked against margin before it's approved.
Does this replace our accountant?
No. It handles the operational side of finance, like planning models, allocations, and coding, and works alongside your accountant or bookkeeper.
Does this only work for CPG brands?
No. West Atlas grew out of CPG, but the same work shows up anywhere physical products move: wholesale, distribution, e-commerce, and light manufacturing. If your team handles purchase orders, freight, inventory, or channel reporting, it fits.
Start with one workflow, or the whole line.
Book 30 minutes and bring the job that costs your team the most hours. You'll get an honest read on whether it's a good fit and roughly what it would cost.
or email patrickmetz@westatlas.io