Forecasting & Planning for Heavy Equipment Dealers

Meet demand. Protect margins. Plan with confidence.

Connect equipment sales, parts demand, technician capacity, and financial planning so you can see what your dealership needs, and what it means for the P&L.

When: Tuesday, November 17, 2026 at 3pm EST · 30-minute webinar + 10 minute Q&A

Who This is For: Dealer leadership, finance, operations, and parts & service leaders.

Disconnected plans put revenue, margins, and cash at risk

Your dealership manages several businesses with different demands on inventory, people, and cash. When those plans live separately, it becomes harder to meet customer demand and manage financial performance.

Disconnected plans put revenue and cash at risk.

1. Difficulty forecasting new equipment sales: Dealers are trapped between missed sales opportunities and expensive inventory financing for slow-moving units.
2. The wrong parts mix: Cash sits in excess inventory while unavailable parts delay customer work.
3. The wrong capacity: You have technician hours available, but not the certifications needed for the jobs ahead.
4. An incomplete financial picture: Separate departmental forecasts make it hard to see the combined impact on margins and working capital in real-time.

Join KINETIQ to explore how Microsoft Business Performance Planning can connect your operational assumptions with your financial forecast. See how a shared planning model helps you understand resource gaps and financial trade-offs before committing inventory or labor.

In this focused session, you'll explore:

1. New equipment sales forecasting: Use market signals, CRM data, and demand planning tools to meet new equipment demand.
2. Parts demand and inventory planning: Align expected demand with stocking and replenishment decisions across locations.
3. Service forecasting and labor utilization: Compare projected work with technician availability and required certification.
4. Financial planning and analysis: Understand how parts and service assumptions affect your financial outlook.

Leave with a clearer understanding of how these plans connect—and where to begin in your dealership.

Know what demand requires and what your plan can support.

Spend 30 minutes exploring how to connect equipment sales, parts, service, and finance into a unified plan for equipment dealers.

Tuesday, November 17, 2026 · 3pm EST · 30 minutes · Includes Q&A