AP WATERFALL

Process Overview

Field Details
Process Name AP Waterfall
Segment Consumer
Process Family Lenovo India
Process User(s) Wyzmindz solutions pvt ltd
Process Purpose This report is instrumental in providing actionable insights, tracking performance, and supporting Lenovo’s sales strategies

Version History

Version Tag Prepared By Date of Update/Revision Validated by Reviewed by Approved by Revision Details
V 1.0 Kiran Biradar 17-12-2025 Dayanand U Sushruth Vasista Vishwanath Mosale SOP Document Creation

Distribution and Access List

Designation Read Write Approval
Analyst Yes No No
Team Lead Yes Yes No
Manager Yes Yes Yes

1.1 Purpose

To update the weekly AP Waterfall files using the latest AP Data shared by the AP team and populate SI/OL Onshore & Overseas weekly achieved values based on pivot outputs.

1.2 Scope

  • Consumer Segment Order Load , Sell In and Visual Order Load

1.3 Business/Segment Overview

  • Consumer - Update

1.4 Responsibility and authority

Role Name
Analyst Kiran Biradar
Process Owner Jospha Jeevitha J
Process Manager Dayanand
Escalation Manager Sushruth Vasista
Approval Authority Vishwanath Mosale

1.5 Escalation matrix: (Wyzmindz and Lenovo)

Escalation Matrix – WyzMindz Solutions Pvt Ltd India

Sl No. Name Designation Email ID
1 Sushruth Vasista Manager sushruth.vasista@wyzmindz.com
2 Vishwanath Mosale Director Vishwanath.mosale@wyzmindz.com

Escalation Matrix – Lenovo India Pvt Ltd

Sl No. Name Designation Email ID
1 Ashish Bhatnagar Update Update
2 Update Update Update

1.6 RACI Matrix

RACI Matrix – WyzMindz Solutions Pvt Ltd India

Report / Process Responsible Accountable Consultation Informed
Data download Kiran Kiran Dayanand Lenovo Ind Pvt Ltd, Wyzmindz – Lenovo Process Team

1.7 Access Required

To execute this process, the following access permissions are required: - SharePoint Access - AP Data shared by Navneeth - AP Waterfall templates (SI / OL / Visuals) - Microsoft Excel - Access to Pivot Table creation - Ability to edit waterfall workbooks - Shared Team Folders - Con SI AP WF - Con OL AP WF - Con Visuals OL AP WF - Master Data - Country list - Brand hierarchy - ROL Quarter mapping

1.8 Overview of Tools

Tool / Platform Purpose
SharePoint To download latest AP Data (Monday share from Navneeth)
Excel Pivot Tables To generate Pivot 1, Pivot 2, Pivot 3 used for SI/OL weekly values
AP Waterfall Files Update SI / OL / Visuals weekly achieved volumes
AP Waterfall Templates Standard structured files for reporting

1.9 Data Dependencies

The process depends on the following inputs and upstream teams: - AP Data (shared every Monday by Navneeth) - Correct ROL Quarter Mapping - Accurate Brand hierarchy in source data - Previous week cumulative data in waterfall files - Availability of latest AP Waterfall templates

1.10 Legends

Term Meaning
SI Sell In
OL Order Load
WF Waterfall
AP Asia Pacific
Q2FY2526 Quarter format QQ'YYYY
Onshore India region
Overseas Bangladesh, Nepal, Sri Lanka
Ships Shipment volumes
Grand Total Total volume across brands

1.11 Schedule of Reporting

Frequency: Weekly – Specify the day

1.12 Process Flow Chart

1.13 Steps of Procedure

Step 1: Gather Inputs

  • AP Waterfall Template
  • Latest Monday AP Data
  • Month-wise adjustments (1st day vs Monday updates)

Step 2: Receive Data & Create Pivots

  • Download AP data from SharePoint
  • Create 3 pivots with the following common structure:
    • Filters: Country, ROL Quarter, CONRELSMB, Backlog Type
    • Columns: Brand
    • Rows: Data Type
    • Values: Volume
  • Pivot 1 Filters
    • Country: India, India SG
    • ROL Quarter: Current
    • CONRELSMB: Consumer
    • Backlog Type: Executable
  • Pivot 2 Filters
    • Country: Bangladesh, Nepal, Sri Lanka
    • ROL Quarter: Current
    • CONRELSMB: Consumer
    • Backlog Type: Executable
  • Pivot 3 Filters
    • Country: All
    • ROL Quarter: Current
    • CONRELSMB: Consumer
    • Backlog Type: Executable

Step 3: Update SI Waterfall

  • File: Con SI AP WF QQ’YYYY WK’XX’

  • Select current week

  • Update:
    • SI Onshore Desktop & Notebook from Pivot 1 (Ships / 1000)
    • SI Overseas Notebook from Pivot 2 (Ships / 1000)
    • (Achieved = Current week volume – previous week's cumulative)
  • Save & close.

Step 4: Update OL Waterfall

  • File: Con OL AP WF
  • Select current week
  • Update:
    • OL Onshore Desktop & Notebook from Pivot 1 (Grand Total / 1000)
    • OL Overseas Notebook from Pivot 2 (Grand Total / 1000)
  • Save & close.

Step 5: Update Visuals OL Waterfall

  • File: Con Visuals OL AP WF
  • Select current week
  • Update:
    • OL Overseas Visuals from Pivot 3 (Grand Total / 1000)
  • Save & close all files.

1.14 Output Overview

The final outputs include:

  • Updated SI AP Waterfall for current week
  • Updated OL AP Waterfall for current week
  • Updated Visuals OL AP Waterfall
  • Weekly achieved values for:
    • Desktop
    • Notebook
    • Visuals
    • Onshore & Overseas
  • Clean saved files ready for weekly reporting

1.15 Validation checklist

Before Saving:

  • Pivot filters correctly applied
  • Correct quarter selected
  • Volumes divided by 1000
  • Achieved cells contain manual values (no formulas)
  • Previous week values referenced properly
  • All three waterfall files updated
  • Naming format maintained (e.g., Q2FY2526 WKXX)
  • No blank country/brand fields
  • File saved without corruption

1.16 Communication

If issue with CDMS :

  • To: abhatnagar@lenovo.com
  • CC: du@lenovo.com and nkumanali@lenovo.com

Note

1.17 Repository Details

Field Details
Name Ap Waterfall
Type .xlsx
Path / URL
Access Daya/Kiran
Owner / Team Daya
Last Updated 14-12-2025