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      Sales PlanningRemove Sales Planning →

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      • September 2010 (Revised February 2011)
      • Case

      Red Lobster

      By: David E. Bell and Jason Riis
      Red Lobster, a 40-year-old chain of seafood restaurants, has just completed some market research revealing an opportunity to shift its target customer segment. The chain is in the final stages of a 10-year plan of rejuvenation under CEO Kim Lopdrup. When he took over... View Details
      Keywords: Advertising; Customer Satisfaction; Marketing Strategy; Consumer Behavior; Research; Segmentation; Food and Beverage Industry
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      Bell, David E., and Jason Riis. "Red Lobster." Harvard Business School Case 511-052, September 2010. (Revised February 2011.)
      • Article

      Selling to Many Countries Within the U.S.

      By: Frank V. Cespedes and Michael Wong
      In pursuing growth, many companies have plans to sell to emerging markets like the so-called B-R-I-C nations (Brazil, Russia, India, China), but they overlook significant ethnic markets within the United States. For example, the combined African-American and Hispanic... View Details
      Keywords: Management Style; Ethnicity; Sales; Business Growth and Maturation; Marketing Communications; Business Plan; Emerging Markets; Debates; Business Strategy; Growth and Development; Growth and Development Strategy; United States
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      Cespedes, Frank V., and Michael Wong. "Selling to Many Countries Within the U.S." MIT Sloan Management Review 52, no. 1 (Fall 2010).
      • September – October 2010
      • Article

      The Effect of Product Variety and Inventory Levels on Retail Sales: A Longitudinal Study

      By: Zeynep Ton and Ananth Raman
      We examine the effects of product variety and inventory levels on store sales. Using four years of data from stores of a large retailer, we show that increases in product variety and inventory levels are both associated with higher sales. We also show that increasing... View Details
      Keywords: Buildings and Facilities; Design; Logistics; Product; Quality; Sales; Retail Industry
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      Ton, Zeynep, and Ananth Raman. "The Effect of Product Variety and Inventory Levels on Retail Sales: A Longitudinal Study." Production and Operations Management 19, no. 5 (September–October 2010): 546–560.
      • June 2010 (Revised January 2011)
      • Case

      Scientific Glass Incorporated: Inventory Management

      By: Steven C. Wheelwright and William Schmidt
      Scientific Glassware is a fast-growing, privately held company that provides specialized glassware for laboratory and research facilities. Excess inventory is tying up extra capital needed to fund the company's expansion plans. The newly hired Manager of Inventory... View Details
      Keywords: Inventory Control; Inventory Management; Materials Management; Order Processing; Warehousing; Salesforce Management; Logistics; Operations; Order Taking and Fulfillment; Finance; Consumer Products Industry; Technology Industry
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      Wheelwright, Steven C., and William Schmidt. "Scientific Glass Incorporated: Inventory Management." Harvard Business School Brief Case 104-208, June 2010. (Revised January 2011.)
      • June 2010
      • Case

      FoldRite Furniture Company: Planning to Meet a Surge in Demand

      By: Steven C. Wheelwright and Afarin Bellisario
      Demand for folding and stackable chairs and tables at FoldRite Furniture Co. is unexpectedly strong. The company spent the previous two years improving manufacturing quality and efficiency, dropping poor-performing product lines, developing new products that are... View Details
      Keywords: Manufacturing; Production Capacity; Production Scheduling; Risk Management; Growth Management; Production; Logistics; Order Taking and Fulfillment; Business Strategy; Manufacturing Industry; Consumer Products Industry; United States; Europe
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      Wheelwright, Steven C., and Afarin Bellisario. "FoldRite Furniture Company: Planning to Meet a Surge in Demand." Harvard Business School Brief Case 104-555, June 2010.
      • 2010
      • Case

      Playa Dorado

      By: W. Earl Sasser
      Playa Dorada Beach & Resort in Boca Raton, Florida, faces a growing seasonal demand for tennis services. The number of guests is expected to double in the next few years, and while the tennis facilities are a popular and well-promoted amenity at the resort, court space... View Details
      Keywords: Demand and Consumers; Management Analysis, Tools, and Techniques; Expansion; Planning; Mathematical Methods; Price; Profit; Sales; Operations; Growth and Development Strategy; Marketing; Performance Capacity; Accommodations Industry; Florida
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      Sasser, W. Earl. "Playa Dorado." Watertown, MA: Harvard Business Publishing Case, 2010. (Brief Case.)
      • April 2010
      • Case

      Metabical: Pricing, Packaging, and Demand Forecasting Recommendations for a New Weight Loss Drug

      By: John A. Quelch and Heather Beckham
      Metabical is a new weight loss drug from Cambridge Sciences Pharmaceuticals intended for moderately overweight individuals. In anticipation of final FDA approval, the senior director of marketing, Barbara Printup, prepares for the product launch and must make several... View Details
      Keywords: Return On Investment; Forecasting; Pricing Policies; Demand Planning; Marketing Strategy; Price; Consumer Behavior; Investment Return; Forecasting and Prediction; Product Launch; Planning; Brands and Branding; Pharmaceutical Industry
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      Quelch, John A., and Heather Beckham. "Metabical: Pricing, Packaging, and Demand Forecasting Recommendations for a New Weight Loss Drug." Harvard Business School Brief Case 104-183, April 2010.
      • February 2010
      • Case

      Go Mobile: The Phirbol Franchise

      By: Rajiv Lal and Natalie Kindred
      To grow Phirbol, a telecom retail franchise chain in Delhi, India's underdeveloped markets, its founders were exploring ways to offer more value to the franchisees. In mid-2009, the Phirbol franchise was comprised of some 150 franchisees that had converted their small... View Details
      Keywords: Business Model; Business Startups; Innovation and Management; Brands and Branding; Service Operations; Franchise Ownership; Value Creation; Telecommunications Industry; Delhi
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      Lal, Rajiv, and Natalie Kindred. "Go Mobile: The Phirbol Franchise." Harvard Business School Case 510-020, February 2010.
      • February 2010
      • Supplement

      Marketing Analysis Toolkit: Market Size and Market Share Analysis (CW)

      By: Thomas J. Steenburgh and Jill Avery
      This Excel worksheet contains sample problems, prebuilt Excel models to run market sizing and market share analyses, and charts and graphs which help visualize the results. It is designed to accompany Marketing Analysis Tookit: Market Size and Market Share Analysis.... View Details
      Keywords: Mathematical Methods; Marketing Strategy; Decisions; Strategic Planning; Market Participation; Sales; Forecasting and Prediction; Management Analysis, Tools, and Techniques
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Market Size and Market Share Analysis (CW)." Harvard Business School Spreadsheet Supplement 510-714, February 2010.
      • February 2010
      • Background Note

      Marketing Analysis Toolkit: Market Size and Market Share Analysis

      By: Thomas J. Steenburgh and Jill Avery
      Marketers frequently need to estimate the size of their markets—both for existing products so that sales forecasts can be developed and for new products so that market opportunities can be assessed. This toolkit enables students to size a market and generate a sales... View Details
      Keywords: Forecasting and Prediction; Management Analysis, Tools, and Techniques; Marketing Strategy; Markets; Demand and Consumers; Size; Strategic Planning; Sales
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      Steenburgh, Thomas J., and Jill Avery. "Marketing Analysis Toolkit: Market Size and Market Share Analysis." Harvard Business School Background Note 510-081, February 2010.
      • November 2009 (Revised August 2011)
      • Case

      Warner Bros. Entertainment

      By: Gary P. Pisano and Alison Berkley Wagonfeld
      Examines the process used by a major motion picture studio to develop and select movie projects. Warner Bros.' strategy is to focus its efforts on a small number of major "event" films (i.e., films with the potential to generate gross box office receipts of $300... View Details
      Keywords: Decision Choices and Conditions; Film Entertainment; Risk Management; Product Development; Strategic Planning; Projects; Sales; Motion Pictures and Video Industry
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      Pisano, Gary P., and Alison Berkley Wagonfeld. "Warner Bros. Entertainment." Harvard Business School Case 610-036, November 2009. (Revised August 2011.)
      • May 2009 (Revised December 2009)
      • Case

      Reliance Baking Soda: Optimizing Promotional Spending

      By: John A. Quelch and Heather Beckham
      Reliance Baking Soda is Stewart Corporation's oldest and most established product. The new Domestic Brand Director needs to create a 2008 marketing budget that delivers a profit increase of 10% over 2007 levels. She must first evaluate the effectiveness of past... View Details
      Keywords: Communication Strategy; Quantitative Analysis; Consumer Marketing; Marketing Planning; Product Management; Sales Promotions; Program Budgeting; Marketing Strategy; Advertising; Product Marketing; Budgets and Budgeting; Sales; Consumer Products Industry
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      Quelch, John A., and Heather Beckham. "Reliance Baking Soda: Optimizing Promotional Spending." Harvard Business School Brief Case 094-127, May 2009. (Revised December 2009.)
      • May 2009 (Revised December 2009)
      • Teaching Note

      Reliance Baking Soda: Optimizing Promotional Spending (Brief Case)

      By: John A. Quelch and Heather Beckham
      Teaching Note to Briefcase 4128 View Details
      Keywords: Quantitative Analysis; Consumer Marketing; Marketing Planning; Product Management; Sales Promotions; Program Budgeting; Marketing Strategy; Marketing Channels; Mathematical Methods; Advertising; Budgets and Budgeting; Product Marketing; Communication Strategy
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      Quelch, John A., and Heather Beckham. "Reliance Baking Soda: Optimizing Promotional Spending (Brief Case)." Harvard Business School Teaching Note 094-128, May 2009. (Revised December 2009.)
      • January 2009
      • Article

      From Regional Star to Global Leader

      By: Nitin Nohria
      Yang Jianguo was recently promoted from country manager for China to global head of product development at a staid French perfume maker. He was chosen for his technical smarts and his knowledge of emerging markets—a critical avenue for growth, given that sales in the... View Details
      Keywords: Communication Strategy; Cross-Cultural and Cross-Border Issues; Globalized Firms and Management; Leadership Development; Management Teams; Emerging Markets; Product Development; Beauty and Cosmetics Industry; China; Paris
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      Nohria, Nitin. "From Regional Star to Global Leader." Harvard Business Review 87, no. 1 (January 2009).
      • March 2008 (Revised March 2009)
      • Case

      Purolator Courier Ltd.

      By: Rajiv Lal and Catherine Ross
      On a fall day in September 2003, Robert Swanborough made his way down a thickly carpeted hallway in Purolator's headquarters in Toronto, Canada, toward a meeting with his two deputies. Several months earlier, Swanborough, then vice-president of Marketing, had been... View Details
      Keywords: Conferences; Customer Focus and Relationships; Leading Change; Marketing Strategy; Performance Effectiveness; Strategic Planning; Research; Segmentation; Canada
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      Lal, Rajiv, and Catherine Ross. "Purolator Courier Ltd." Harvard Business School Case 508-054, March 2008. (Revised March 2009.)
      • December 2007 (Revised April 2008)
      • Exercise

      The Elcer Products Transaction: Confidential Information for Elcer Products Division President

      By: James K. Sebenius and Guhan Subramanian
      In a six-party negotiation exercise, the TNDA Corp. plans to sell Elcer Products Division to one of four potential buyers (industrial, financial, U.S., German). This case contains confidential information for the Elcer Divisional management role. Challenges include how... View Details
      Keywords: Mergers and Acquisitions; Managerial Roles; Negotiation Deal; Negotiation Process; Negotiation Tactics
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      Sebenius, James K., and Guhan Subramanian. "The Elcer Products Transaction: Confidential Information for Elcer Products Division President." Harvard Business School Exercise 908-036, December 2007. (Revised April 2008.)
      • December 2007 (Revised April 2008)
      • Exercise

      The Elcer Products Transaction: Confidential Information for Euro Elektrische Keramische Vorrichtungen (Euro EKV), GmbH

      By: James K. Sebenius
      In a six-party negotiation exercise, the TNDA Corp. plans to sell the Elcer Products Division to one of four potential buyers (industrial, financial, U.S., German). This case contains confidential information for the Euro Elektrische Keramische Vorrichtungen, GmbH... View Details
      Keywords: Mergers and Acquisitions; Managerial Roles; Negotiation Deal; Negotiation Process; Negotiation Tactics
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      Sebenius, James K. "The Elcer Products Transaction: Confidential Information for Euro Elektrische Keramische Vorrichtungen (Euro EKV), GmbH." Harvard Business School Exercise 908-033, December 2007. (Revised April 2008.)
      • December 2007 (Revised April 2008)
      • Exercise

      The Elcer Products Transaction: Confidential Information for Pearl Equity Partners

      By: James K. Sebenius
      In a six-party negotiation exercise, the TNDA Corp. plans to sell the Elcer Products Division to one of four potential buyers (industrial, financial, U.S., German). This case contains confidential information for the Pearl Equity Partners management role. Challenges... View Details
      Keywords: Negotiation
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      Sebenius, James K. "The Elcer Products Transaction: Confidential Information for Pearl Equity Partners." Harvard Business School Exercise 908-031, December 2007. (Revised April 2008.)
      • December 2007 (Revised April 2008)
      • Exercise

      The Elcer Products Transaction: Confidential Information for RubyFibre Enterprises

      By: James K. Sebenius
      In a six-party negotiation exercise, the TNDA Corp. plans to sell Elcer Products Division to one of four potential buyers (industrial, financial, U.S., German). This case contains confidential information for the RubyFibre Enterprises management role. Challenges... View Details
      Keywords: Negotiation
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      Sebenius, James K. "The Elcer Products Transaction: Confidential Information for RubyFibre Enterprises." Harvard Business School Exercise 908-035, December 2007. (Revised April 2008.)
      • December 2007 (Revised April 2008)
      • Exercise

      The Elcer Products Transaction: Confidential Information for TNDA Corporation

      By: James K. Sebenius
      In a six-party negotiation exercise, the TNDA Corp. plans to sell the Elcer Products Division to one of four potential buyers (industrial, financial, U.S., German). This case contains confidential information for the TNDA Corporation management role. Challenges include... View Details
      Keywords: Negotiation
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      Sebenius, James K. "The Elcer Products Transaction: Confidential Information for TNDA Corporation." Harvard Business School Exercise 908-034, December 2007. (Revised April 2008.)
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