Great Minds Peak Season Executive Report
Supply Chain & Operations Daily Dashboard
Aug 4, 2026
Peak Season Notes — Aug 4, 2026 · Daily Ops Summary
  1. Orders & Units Shipped: Shipped 869,962 units / 329 orders yesterday (8/3) — down from 881,082/588 the day before as the week opens; 1,678 orders now in LogPro (down from 1,842). Delivery exceptions held flat at 29 and OTIF stayed strong at 98%. YTD we're at 4,373 orders / 1.8M units vs. last year's 44,863 / 47.0M as peak volume continues to build. 
  2. Customer PO $ Processed?See Customer Orders Processed (OMT) panel for description.: July closed the month at $72.8M — just behind last year's $76.8M (↓5.2%); August is just getting started at $2.3M through Day 4. 123 FOs / $630.0K sent so far this week, led by Robbinsdale Public Schools (9 FOs / $60.4K). OMT Open Cases stand at 141 / $4.72M, with 59 cases awaiting sales rep response ($2.08M) and 3 large cases (≥$100K) totaling $792.0K.
  3. Short-in-Pool (SIP): All SIP rose to 36 ISBNs / 5,611 units short (from 33/5,549 the day before) as new titles hit the pool overnight; True SIP?True SIP = unplanned out-of-stocks with no reprint scheduled — the most critical gap for leadership. True SIP ticked up to 29 ISBNs / 4,554 units (from 27/4,540), still concentrated in EM2 2nd Edition (22 ISBNs) with printing in progress.
  4. Sales Support & Sales Snags Being Worked: Ops intervention is needed to correct Texas shipping charges. Recommendation by Ops to split a bulk-shipment to a new A&L Tennessee customer was declined by Sales has been escalated by Ops. Cleveland Metro's order-quantity discrepancy is being resolved by the creation of add-on orders, product "exchanges", and 3 comped order.
  5. EM Squared Florida V1 Winding Down: With EM FL BEST being discontinued after this year, print ops will buy only bare-minimum inventory going forward rather than restocking heavily. 
Cross-Season KPIs Always-on metrics · Cengage / Salesforce / Verbal
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 (as of 8/3, unchanged) · Live
Exec View:
Ops Tech Tickets · 8/3 (carried, no update) · 8/4
14total tickets tracked
CST Email-to-Case (IDEA-1047) moved to Complete · Agentforce finally has real JIRA tickets — V2-Release 2 In Progress, V2-Release 3 new in Backlog
TicketOwnerStatusPriority
Agentforce V2-Release 2 (Missing Materials) (IDEA-1085)Jess Yu, David BlairIn Progress
Opened 7/29, now has a real ticket		High
Agentforce V2-Release 3 (Misprints & Damages) (IDEA-1093)Jess Yu, David Blair
New today, opened 7/29Backlog		High
CST Email-to-Case (IDEA-1047) is now Complete — the 7/23 fix resolved it. Agentforce finally has real JIRA tickets: V2-Release 2 (IDEA-1085) In Progress, V2-Release 3 Misprints/Damages (IDEA-1093) newly opened in Backlog.
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 8.4.26.xlsx · Live
Exec View:
SIP 8.4.26 · 8/4 · Live
36ISBNs short — up from 33 yesterday
ISBNs short rose to 36 (from 33) · units short rose to 5,611 (↑62 vs. 5,549 yesterday)
1.9% of orders short at Cengage · 5,611 QSIP units · 1,678 orders at Cengage · True SIP: 29 ISBNs / 4,554 units — up from 27 / 4,540
SummaryToday (8/4)Yesterday (8/3)
All SIP ISBNs3633
QSIP Units5,6115,549
True SIP?Unplanned out-of-stocks with no reprint scheduled — the most important gap for leadership. ISBNs2927
True SIP Units4,5544,540
True SIP ticked up to 29 ISBNs / 4,554 units (from 27 / 4,540) — still concentrated in EM2 2nd Edition (22 ISBNs), with printing in progress. 
OMT Scorecard?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 - Open Cases - Status_Claude-2026-08-04 · Live
Exec View:
OMT Open Cases · 8/4 · LiveOMT Cases This Week · 8/4 · Live
Month20252026YoY
January$3.9M$4.4M↑13%
February$17.3M$9.8M↓43%
March$12.5M$15.3M↑23%
April$30.5M$32.7M↑7%
May$54.1M$58.4M ✓↑8% vs. LY
June$48.1M$65.9M ✓↑37% vs. LY
July (final)$76.8M$72.8M↓5.2% vs. LY
August 2026 MTD (as of 8/4)$31.7M (full LY)$2.3M— (early days)
July closed at $72.8M, just behind last year's $76.8M (↓5.2%). August is off to a normal early-month start at $2.3M through Day 4.
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 8.4.26 · Live
Exec View:
Scorecard · 8/4 · Live
869.96Kunits shipped · aging orders eased to 46 ▼
OTIF steady at 98% · delivery exceptions flat at 29 (well under the ≤43 target) · aging orders fell to 46 (from 66)
1,678 in LogPro (↓164 vs. 1,842) · OTIF 98% ✓ (above 85% target) · Delivery Exceptions: 29 ✓ (flat, under ≤43 target) · Aging Orders: 46 🔴 (↓20 vs. 66, still flagged >2 days past due)
MetricToday (8/4)Yesterday (8/3)Target
Units Shipped869,962881,082—
Orders Shipped329588—
Orders in LogPro1,6781,842—
Units on Hand28.7M29.3M—
Pallets on Hand20.2K20.5K—
OTIF98%98%85%
Delivery Exceptions2929≤43
OTD %100%98%90%
OTP %99%98%95%
Cost per lb$0.17$0.17$0.16
Parcel Shipments1,1284,735—
Aging Orders4666—
Aging orders eased to 46 (↓20 vs. 66) though still flagged red (>2 days past due). OTIF held steady at 98% and delivery exceptions stayed flat at 29, well under the ≤43 target.
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 - 2026-08-04.xlsx · Live
Exec View:
PO Tracking · 8/4 · Live
98%received to budget
GM Print flat at 96% · Trade flat at 101% (still slightly over budget on received-only basis) · $74.9M received of $76.6M adj. budget
GM Print: $2.1M remaining to budget · Trade: still ~$262K over its adjusted budget (received-only basis).
 Received POs YTDAdj BudgetRcv % to Budget
GM Print$49.2M$51.2M96%
Trade$25.6M$25.4M101%
Purchases YTD$74.9M$76.6M98%
98% of $76.6M budget received ($74.9M) — flat vs. the 7/31 report. Trade remains slightly over its adjusted budget on a received-only basis (~$262K); GM Print has ~$2.0M remaining.
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 - 08-04-2026.xlsx · Live
Exec View:
H2M Parent File · 08-04-2026 · Live
Product Line2026 Planned BuildsRemaining Unwtd QtyRemaining Wtd QtyAvailable% of Wtd Pipeline Covered by Available Units
Bluebonnet K–515,5301,1993553,544998%
EM2 Complete Kits23,7842,8511,4897,260488%
EM2 Other (Pilot/Upgrade/Supp.)15,3107563126,5302093%
Eureka Math (Legacy)3,41480341,2933803%
All four product lines remain comfortably covered (488%+), essentially flat vs. the 7/31 report — no material change in available inventory or remaining weighted pipeline.
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 (8/4) + FOs 8/4 · Live
Exec View:
OMT Scorecard (8/4) + FOs Top 10 (8/4) · Live
$72.8MJuly 2026 (final)
July closed at $72.8M — down 5.2% vs. last year's $76.8M full month
August 2026 MTD: $2.3M (as of 8/4) · 141 open cases ($4.72M, live 8/4) · FOs this week: 123 / $630.0K sent so far
Top 5 Accounts — FOs This Week (8/2–8/8) ▼
AccountState# FOsAmount
Robbinsdale Public SchoolsMN9$60.4K
Princeton City SchoolsOH8$46.3K
Quakertown Community School DistrictPA5$37.4K
Sto-Rox School DistrictPA5$31.2K
American Paradigm SchoolsPA1$26.5K
All Accounts (Week Total)123$630.0K
123 FOs / $630.0K sent so far this week, led by Robbinsdale Public Schools (9 FOs / $60.4K) — it's only Tuesday, so weekly totals will keep building. July closed at $72.8M, just behind last year's $76.8M.
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 8.4.26 · Live
Exec View:
Scorecard · 8/4 · Live
98%OTIF ✓ — steady vs. 98% yesterday
OTIF steady at 98%, well above the 85% target · delivery exceptions flat at 29, well under the ≤43 target
29 delivery exceptions ✓ (flat, under ≤43 target) · OTD 100% · OTP 99% · OTIF 98% ✓ (above target, steady)
MetricToday (8/4)Yesterday (8/3)Target
OTIF98%98%85%
Delivery Exceptions2929≤43
OTD %100%98%90%
OTP %99%98%95%
Cost per lb$0.17$0.17$0.16
Parcel Shipments1,1284,735—
OTIF held steady at 98% — well above the 85% target. Delivery exceptions also stayed flat at 29 (19 on alt contacts, 10 escalating with the carrier), comfortably under the ≤43 target.
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_Template 8.4.26 · Live + Zoom Call Queue (8/3) · Live
Exec View:
Scorecard · 8/4 · LiveZoom Call Queue · 8/3 · Live
100%CSAT
92 inbound cases · 71 closed · 77% closure rate
SLA 100% ✓ · Aging Cases 67 (target <15) ▲ improved from 72 · FCR 10% (below 20% target, down from 11%) ⚠
MetricToday (8/4)Yesterday (8/3)Target
Inbound Cases927041/day
CSAT100%100%96%
SLA Compliance100%100%97%
Case Closure Rate77%127%100%
FCR %10%11%20%
Aging Cases6772<15
Inbound Calls32——
Abandon Rate6.3%—≤5%
Overflowed (Voicemail)10——
Case Closure Rate fell to 77% (from 127%) — inbound cases jumped to 92 (from 70) while closed cases held near flat at 71. Aging cases improved to 67 (from 72) but FCR ticked down to 10%, still below the 20% target.
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 - Won/Lost/Current FY Pipeline-2026-08-04 · Live
Exec View:
Trade Ops Pipeline · 8/4 · LiveWeekly Won/Lost · 8/4 · Live
$58.5Kwon this week so far (17 opps — 8/2–8/8)
This week so far: $58.5K won (17 opps) vs. $246.6K lost (15 opps) — lost is running well ahead of won, but it's only Tuesday (3 days into the week)
Open pipeline: 528 opps · $9.24M unwtd · $5.09M wtd · Prior week (final): 128 won ($2.15M) / 60 lost ($2.18M)
Opportunities Won — Current & Previous Week ▼
WeekAmount WonOpp Count
Prior Week (7/26–8/1)$2.15M128
Current Week (8/2–8/8)$58.5K17
2-Week Total$2.21M145
Opportunities Lost — Current & Previous Week ▼
WeekAmount LostOpp Count
Prior Week (7/26–8/1)$2.18M60
Current Week (8/2–8/8)$246.6K15
2-Week Total$2.42M75
$58.5K won (17 opps) vs. $246.6K lost (15 opps) so far this week — lost is well ahead of won, but it's only Tuesday (3 days in) so this will shift. Open pipeline eased to 528 opps ($9.24M unwtd).
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: Great Minds Open Order Report 2026-08-04.csv · Live
Exec View:
Great Minds Open Order Report · 8/4 · Live
156total open orders
↓17 vs. 7/31 report (173→156) · 49 Waved/In Plan (↓17) · 11 In Process (↓24) · 59 Loaded (↑16) · 37 Future (↑8)
156 total rows today — 119 active (Waved/In Plan + In Process + Loaded) · 37 not yet released (Future)
Fulfillment StageCount (8/4)What it means
🔄 Waved/In Plan — preparing to pick49Getting ready to start picking
⚙ In Process — actively picking11Orders currently picking
✓ Loaded — in routing / transit59At the loading stage
📋 Open — just released0—
🔵 Future — not yet routed37Orders with blank Shipment Status, awaiting release
Total Open Orders156Live from today's file
Total open orders eased to 156 (↓17 vs. the 7/31 report) as more orders cleared into Loaded/routing (59, ↑16) — the Future queue ticked up to 37 as fewer orders were released for picking today.
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 8.4.26.xlsx (Today's Order Status) · Live
Exec View:
SIP 8.4.26 · 8/4 · Live
1,678total open orders
Orders short rose to 32 (1.9%), up from 26 (1.4%) yesterday, tracking the same EM2 2nd Edition shortage as SIP
1,678 total open orders (1,842 yesterday) · 354 shipping today (334 yesterday) · 32 short, 1.9% (26, 1.4% yesterday) · 669 Future (714 yesterday)
Today's Order Status# Orders (8/4)# Orders (8/3)
Total Qty of Orders at Cengage1,6781,842
Qty Orders Shipping Today354334
✅ Qty of Orders Short3226
🔵 Qty of "Future" Orders669714
% Orders Short1.9%1.4%
Orders short rose to 32 (1.9%) from 26 (1.4%) yesterday — the same EM2 2nd Edition shortage flagged in SIP. Total pool eased to 1,678 (from 1,842).
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-2026-08-04.xlsx · Live
Exec View:
Daily Bluebirds Report · 8/4 · Live
29bluebirds today
$76.1K total value · 439 units · avg 9.3 days created→PO — 3 orders now flag PO Revision Needed
25 Awaiting Fulfillment, 3 PO Revision Needed, 1 Awaiting Payment (90% probability) · led by Eureka Math Squared (EM2) ($25.7K/12 opps) and Arts & Letters ($20.3K/3 opps)
Product Line# Opps$ Value
Eureka Math Squared (EM2)12$25.7K
Arts & Letters3$20.3K
Trade / Other3$16.2K
Geodes3$7.6K
Wit & Wisdom6$5.1K
Total29$76.1K
29 Bluebirds, $76.1K / 439 units — a notably larger batch since the 7/31 report (20 / $36.8K). Three orders ($5.7K / 88 units) remain flagged PO Revision Needed and need resolution before they can ship.