Great Minds Peak Season Executive Report
Supply Chain & Operations Daily Dashboard
Jun 5, 2026
Peak Season Notes — Jun 5, 2026 · Daily Ops Summary
  1. 576K units shipped yesterday; 946 in process today: Q1 2026 closed at 4,373 orders / 1.3M units vs. Q1 2025 (5,001 / 1.6M) — peak is now accelerating. 3,000+ orders in pool; 372 shipping today with large shipments to Aldine, El Paso, and LAUSD. David Brown: team exploring JB Hunt as alternative to RXO for white glove deliveries after Arlington execution issues.
  2. QSIP drops to ~4K — True SIP still zero: 31 ISBNs short (flat vs. yesterday); one TEEX title dropped off the pool. QSIP just under 4,000 units (↓9K from yesterday — large print shipments landed). True SIP = 0 / 0 ✓. 103 orders short (3% of pool). Mercury delayed EM2 CA grades 4–5 into next week; Bluebonnet/EM2 CA Quad Sussex second round buys moved ~1 week due to delayed POs.
  3. Customer PO $ Processed?See Customer Orders Processed (OMT) panel for description.: $10.1M week-to-date per OMT scorecard (Mike Gomes). 121 open cases / $8.6M. 
  4. NYC Core Curriculum Update: 4 schools still pending quantity confirmation. 1:22 teacher edition ratio discovered — sales support adjusting opps to offer fewer free TEs than original quotely. 
  5. ⚠ Atwater Elementary SD (CA) — rush order, June 15 TE deadline: District needs TE delivery by June 12 for June 15 teacher training. Order creation is block until Sales Support completes child opportunities and OMT confirms the child opportunities pass PO Validation. Est. costs of expedited UPS shipping is approx. 10× ground rate.
Cross-Season KPIs Always-on metrics · Cengage / Salesforce / Verbal
Out-of-Stock ISBNs (SIP)?SIP = Short in Pool. An ISBN enters the SIP when Cengage cannot pick enough units to fill all open customer orders. True SIP = unplanned out-of-stocks with no reprint scheduled — the most critical category for leadership.
Owner: Mallory · Source: SIP 6.5.26.xlsx
Exec View:
SIP 6.5.26 · Live
31ISBNs short
↓9.3K QSIP units vs. yesterday (13.3K) · ISBNs flat at 31
3% of orders short · 3,087 orders in pool · True SIP: 0 / 0 ✓
SummaryToday (6/5)Yesterday (6/4)
All SIP ISBNs3131
QSIP Units4.0K13.3K
True SIP?Unplanned out-of-stocks with no reprint scheduled — the most important gap for leadership. ISBNs0 ✓0 ✓
True SIP Units0 ✓0 ✓
QSIP plunges to 4K units, down from 13.3K yesterday after the last TEKS ISBNs was received into the warehouse. True SIP = 0 / 0 ✓ — zero unplanned out-of-stocks today. 103 orders short (3% of pool, ↓135 vs. yesterday). ISBNs flat at 31 — newer additions include A&L Prologue, EM2 CA Teacher Editions, and Geodes; These are expected drop off by 6/8–6/18.
OMT Open Cases / Orders on Hold?OMT = Order Management Team. Open cases represent customer orders requiring attention before they can be processed and shipped. Cases in "Sales Response Needed" are blocked until a sales rep responds.
Owner: Mike Gomes · Source: OMT Cases THIS WEEK_Claude-2026-06-05 · Meeting Notes
Exec View:
OMT Open Cases · 6/5 · Meeting Notes
121open cases
↓16 vs. earlier today (137) · $8.6M total value
121 open cases / $8.6M (per Mike Gomes, today's call) · 6 large cases (≥$100K) this week: $1.29M
StatusCasesAmount
Sales Response Needed3 large$691.9K
Sales Support Response Needed3 large$594.8K
Customer Response Needed28$1.08M
In-Progress20$448K
Assigned9$373K
Revision Requested4$372K
Sales Tax Exempt Cert.2$7K
New2$7K
DNS / Vendor / Content12$619K
Total121$8.6M
121 open cases / $8.6M - Atwater Elementary (CA) rush order requires TEs on site by June 12 for a June 15 training. 6 large cases ≥$100K: Easton $371K, Haverhill $274K, Grand Island $205K, Livingston Parish $203K, Woburn $115K, Tularosa $118K = $1.29M.
Warehousing & Shipping?Daily Cengage warehouse and transportation metrics. Units Shipped = units physically shipped from Cengage today. Orders in LogPro = orders released to Cengage for fulfillment. OTIF = On-Time In-Full (carrier performance). Owners: David Blair (Warehousing), David Brown (Transportation).
Owners: David Blair / David Brown · Source: Executive_Weekly_Scorecard_Template 6.5.26
Exec View:
Scorecard 6.5.26 · Live
576,133units shipped today
↑182,220 vs. yesterday (393,913)
245 in process · 3,087 in LogPro · OTIF 82% ⚠ · Cost/lb $0.15
MetricToday (6/5)Yesterday (6/4)Target
Units Shipped576,133393,913—
Orders in Process245292—
Orders in LogPro3,0873,187—
Units on Hand~49.3M~49.7M—
Pallets on Hand~29,182~29,284—
OTIF82%84%85%
Exceptions2444≤5
OTD %99%99%90%
OTP %98%99%95%
Cost per lb$0.15$0.13$0.16
Parcel Shipments1,319572—
576,133 units shipped today (↑182K vs. yesterday). Exceptions down to 24 (from 44). OTIF 82% ⚠ — RXO white glove delivery challenges at Arlington. OTD 99% / OTP 98% ✓. 3,087 orders are Cengage. Cost/lb $0.15.
Ops Tech Issues?Cross-functional technology and operational systems issues. Source: Ops Tech Tickets.xlsx — new daily source as of 5/29. Owner: Patty Smith / Angie Cox.
Owner: Patty Smith · Source: Ops Tech Tickets.xlsx · 6/5/2026
Exec View:
Ops Tech Tickets · 6/5 · Live
10active tickets
1 Needs Action · 2 In Progress · 1 Suggestion · 4 Backlog · 2 Complete
4 new carrier/shipment tickets opened 6/1 — EA Dev Team investigating
TicketOwnerStatusPriority
Shipment Notifications Not Sending / Wrong Template (TSD-101117)Angie CoxIn ProgressHigh
Shipping Notification — Second School Contact (IDEA-869)Angie Cox, David BlairIn ProgressHigh
Agentforce — No JIRA ticket yetJess Yu, David BlairNeeds ActionHigh
CST LOM Report Updates (IDEA-930)Dan Ambrosio, CharlotteComplete ✓Medium
PowerBI Demand Planning (TSD-100119)Matt B, ColinIn ProgressMedium
Power Automate XML→CSV (TSD-100785)IT TeamSuggestionLow
Tracking Failures (IDEA-1010)EA Dev TeamBacklogHigh
Invalid XML Carrier Desc (IDEA-1011)EA Dev TeamBacklogHigh
Mismatched ShipmentIDs (IDEA-1012)EA Dev TeamBacklogHigh
Coyote Mode Blank (IDEA-1013)EA Dev TeamBacklogHigh
🚨 4 new carrier/shipment tickets opened 6/1 (IDEA-1010–1013) impacting shipment notifications— EA Dev Team working with RXO to resolve.
Early Season Purchasing & Receiving · Math Kits · Order Processing
Purchasing & Receiving vs. Plan?Measures what percentage of the full-year inventory purchasing budget has been physically received to date. Split between GM (Great Minds–owned print titles) and Trade titles.
Owner: Jess Bothel · Source: PO Tracking_Rcv_Open - 2026-06-05.xlsx (local)
Exec View:
PO Tracking · 6/5 · Live
79%received to budget
↑1pt vs. yesterday · $60.6M received of $76.6M adj. budget
Trade ROY: -$163K (slightly over budget) · GM Print ROY: +$4.8M remaining
 Received POs YTDAdj BudgetRcv % to Budget
GM Print$37.3M$51.2M73%
Trade$23.3M$25.4M92%
Purchases YTD$60.6M$76.6M79%
Overall 78% of budget received to date. 
Math Manipulative Kits — Pipeline Summary?H2M (Hand2Mind) inventory and pipeline for math manipulative kits. Available = net units after subtracting open fulfillment order commitments. Rem. Wtd Qty = probability-adjusted remaining demand. % Wtd Covered = Available ÷ Wtd Qty. Negative = short position (more committed than available).
Owner: Mallory · Source: H2M-GM Parent File - 06-05-2026.xlsx
Exec View:
H2M Parent File · 6/5 · Live
Product LineRem. Unwtd QtyRem. Wtd QtyAvailable% Wtd Covered
Bluebonnet K–54,3302,7285,000183%
EM2 Complete Kits7,0143,8999,488243%
EM2 Other (Pilot/Upgrade/Supp.)2,9051,9683,296167%
Eureka Math (Legacy)2561451,154796%
8,781 units fulfilled YTD (28% of 2025 sales volume); combined fulfilled & committed = 12,424 (40% of 2025). All product lines ≥135% wtd pipeline coverage ✓.
Customer Orders Processed (OMT)?OMT = Order Management Team. "Customer PO $ Processed" = the dollar value of fulfillment orders (FOs) sent to Cengage for picking and shipping. This is not recognized revenue — it is the order value released for fulfillment. Includes Amount + Shipping. Owner: Mike Gomes.
Owner: Mike Gomes · Source: OMT Scorecard + FOs 6/5 · Live
Exec View:
OMT Scorecard · 6/5 · Live
$59.6MMay 2026 processed ✓
↑9% vs. May 2025 ($54.1M) · June MTD: $10.2M (5 days in vs. $48.1M full LY)
May 2025 full month: $54.1M · 137 open cases ($8.3M) · week 1 of June peak
Top 5 Accounts — FOs This Week (5/31–6/6) ▼
AccountState# FOsAmount
IDEA Public SchoolsTX80$1,125K
Prior Lake-Savage Area SchoolsMN6$313K
Aurora Public SchoolsCO1$179K
Moore County SchoolsNC17$159K
Archdiocese of ChicagoIL3$34K
All Accounts (Week Total)—94$735K
May 2026 closed at $59.6M — ahead of May 2025 (+10%) ✓. 130 open cases / $8.3M. June MTD: $8.0M (4 days in). 380 FOs / $3.77M this week.
Mid Season Shipment Issues & Carrier Performance · Customer Support
Shipment Issues & OTIF?OTIF = On-Time In-Full. Measures carrier performance: did the shipment arrive on time AND complete? Shipment Exceptions = in-transit issues tracked via RXO/Coyote. OTD = On-Time Delivery %. OTP = On-Time Pickup %.
Owner: David Brown · Source: Executive Weekly Scorecard 6.5.26
Exec View:
Scorecard 6.5.26 · Live
82%OTIF
↓2pp vs. yesterday (84%) ⚠ · 24 exceptions in transit · 4 new backlog shipment issues
24 exceptions (↓20) · OTD 99% ✓ · OTP 98% ✓ · Cost/lb $0.15 ✓
MetricToday (6/5)Yesterday (6/4)Target
OTIF84%90%85%
Shipment Exceptions4429≤5
OTD %99%97%90%
OTP %99%100%95%
Cost per lb$0.13$0.12$0.16
Parcel Shipments572340—
OTIF at 84% — just below 85% target ⚠. 44 exceptions: 34 future deliveries after customer-scheduled appointments, 3 escalating with carrier. OTD 99% / OTP 99% ✓. Cost/lb $0.13 ✓. White glove delivery at Arlington reviewed progress.
Customer Support Team (CST)?CST metrics from the daily Cengage scorecard plus the Zoom call queue report. CSAT = Customer Satisfaction Score. SLA Compliance = % of cases resolved within SLA. FCR = First Contact Resolution rate. Aging Cases = cases past SLA. Owner: Jess Yu / CST team.
Owner: Jess Yu · Source: Executive Weekly Scorecard 6.5.26 + Zoom Call Queue 6/4
Exec View:
Scorecard 6.5.26 · LiveZoom Call Queue 6/4 · Live (yesterday)
99%CSAT today
→ flat vs. yesterday (99%) · 45 inbound · 61 closed · 136% closure rate
SLA 100% ✓ · Aging Cases 34 ⚠ (target <15) · FCR 4% ⚠
MetricToday (6/5)Yesterday (6/4)Target
Inbound Cases455141/day
CSAT99%99%96%
SLA Compliance100%100%97%
Case Closure Rate136%110%100%
FCR %4%22%20%
Aging Cases3431<15
📞 Inbound Calls (6/3)86—
📞 Abandon Rate0%0%≤5%
📞 Overflowed (Voicemail)0——
Aging cases rose to 31 (↑9 vs. yesterday ⚠). 110% closure rate ✓. FCR 22% ✓. CSAT 99% ✓, SLA 100% ✓. Zoom 6/3: 8 calls, 0 abandoned, 2 overflowed, 100% SL.
Special Focus Trade Titles · Hand2Mind Open Orders · Cengage Open Orders · Print POs · Promotional Materials
Trade Titles?Trade book pipeline — third-party titles sold through GM's distribution channel. Tracks opportunities won and lost by week. Owners: Charles Park / Stacey Sweet.
Owners: Charles Park / Stacey Sweet · Source: Trade Ops files 6/5
Exec View:
Trade Ops · 6/5 · Live
$462.2Kwon this week (50 opps)
50 opps won this week (5/31–6/6) · 2-week Won total: 102 opps / $1.56M
Open pipeline: 1,100 opps · $30.2M unwtd / $15.4M wtd · Lost this wk: $4.6M (49 opps)
Opportunities Won — This Week & Last Week ▼
WeekAmount WonOpp Count
Last Week (5/24–5/30)$1,093,81252
This Week (5/31–6/6)$462,22250
2-Week Total$1.56M102
Opportunities Lost — This Week & Last Week ▼
WeekAmount LostOpp Count
Last Week (5/24–5/30)$1,578,01035
This Week (5/31–6/6)$4,581,02049
2-Week Total$6.16M84
Won this week (5/31–6/6): 50 opps / $462.2K ·  Open pipeline: 1,100 opps / $30.2M unwtd / $15.4M wtd.
Hand2Mind Open Orders?Open fulfillment orders at H2M (Hand2Mind) for physical classroom kit bundles. Shipment Status: 'Waved' = getting ready to pick; 'In Process' = currently picking; 'Open' = just released to warehouse; 'Loaded' = in routing process. Owner: Michael O'Hara.
Owner: Michael O'Hara · Source: GM Open Order Status 6.5.26.xlsx · Live
Exec View:
GM Open Order Status · 6/5 · Live
376total open orders
197 with active shipment status · 179 Future (not yet routed)
145 Loaded · 48 Waved/In Plan · 4 In Process · 179 Future (blank Shipment Status)
Fulfillment StageCount (6/4)What it means
🔄 Waved/In Plan — preparing to pick48Getting ready to start the picking process
⚙ In Process — actively picking4Currently in the picking process
✓ Loaded — in routing / transit145In routing process with parcel or LTL pickup
🔵 Future — not yet routed179Shipment Status is blank — waiting to be released
Total Open Orders376—
376 total H2M orders · 197 actively in motion. 145 Loaded in transit (Birdville ISD driving heavy volume). 48 Waved/In Plan — preparing to pick. 4 In Process. 179 Future orders.
Cengage Open Orders?Open GM sales orders in D365 at Cengage's facility. Shows orders by fulfillment state: Shipping Today (allocated + picking + at carrier), Future (not yet due), and Short (cannot fill due to inventory gaps). Owner: David Blair.
Owner: David Blair · Source: SIP 6.5.26 Quick Summary · Open Order Report returned 406
Exec View:
SIP 6.5.26 · 6/5 · Live
103orders short
↓135 vs. yesterday (238) · 3% of pool
Pool: 3,087 orders · Short: 103 (3%) · 372 shipping today · 1,625 future orders
Order StatusCount% of Total
🚚 Orders Shipping Today (Alloc + Picking + TC)37212%
🔵 Future Orders (not yet due)1,62553%
⚠ Orders Short (can't fill)1033%
Total in Pool3,087—
238 orders short (7% of pool) — major improvement, down 114 vs. yesterday. 411 orders shipping today ✓. Pool at 3,175. 
Bluebirds Unexpected fast-moving wins · Creation-to-PO ≤30 days · No prior parent in Salesforce
Bluebirds: Volume & Pipeline?Bluebird orders = customer orders where creation-to-close ≤30 days with no prior parent entry in Salesforce. These are unexpected fast-moving wins. Owner: Mallory.
Owner: Mallory · Source: Daily Bluebirds Report-2026-06-05-08-35-38 · Live
Exec View:
Bluebirds Report · 6/5 · Live
15bluebird orders today
$81.9K total · 6 PO Revisions Needed ⚠ ($62.9K at risk) · 8 Awaiting Fulfillment
~15 avg days creation-to-PO · PO Revisions blocking ~$62.9K ⚠
StageOrders (6/5)
Awaiting Fulfillment8
Awaiting Payment1
PO Revision Needed6 ⚠
Total15
15 bluebird orders / $81.9K — 8 Awaiting Fulfillment, 1 Awaiting Payment, 6 PO Revision Needed ⚠. — . Wins include: South Fork Elementary ($17.4K, A&L), Arthur Ashe (EM Gr 5–8, $9.5K), Mount Airy (Geodes, $3.3K), Tilton (WW, $4.6K).