SAP Knowledge Base Article - Public

2913805 - How to Define Sales Planning

Symptom

Sales planning offers a solution that enables you to define and monitor sales targets. It promotes seamless monitoring of sales targets, forecasts, and revenues and also makes it easy to create new plans.

Planning for your business involves three different elements: strategic planning, financial planning, and operational planning. While strategic planning is a high-level management task and therefore takes place outside of the system, financial and operational plannings are supported by tools and applications that have been designed to guide and support you in mastering your company’s planning and budgeting tasks.

Environment

SAP Business ByDeisgn

Resolution

There's no previous configuration on Scoping Questions or Activities.

How to Define a Sales Planning:

  1. Go to the Managing My Area Work Center.
  2. Select the Sales Planning view.
  3. Enter the data, such as Sales Unit, Horizon From/To, Plan Name, and Currency in the Set General Properties screen.
  4. Click on the Next button.
  5. Specify the granularity of your plan in the Select Planning Dimensions screen.
  6. Enter a description for the active version or you can create a new version in the Manage Plan Versions screen.
  7. Click on the Next button.
  8. Select the data on which your planning is to be based and where it should be copied to in the Copy Actual Data screen.
  9. Review your entries in the Review screen.
  10. Click on the Finish button.
  11. Go back to the Sales Planning view.
  12. Select the Plan ID ABC (ABC means yours Sales Planning created).
  13. Click on the Change Status and select Active to release the selected sales plan.

You can select the accounts, employees, product categories, products, and sales units that you want in the plan.

You can open the plan data in Microsoft Excel in the Confirmation screen or close the guided activity.

See Also

Help Document: Sales Planning Quick Guide

2893853 - Missing Sales Orders From Sales Target Plan


2892135 - Wrong Format in Excel Template for Sales Planning


2620411 - Few Fields are Grayed Out in the Downloaded Excel Plan Data


2079482 - Processing Workflow for Sales Planning Issues


1970508 - Error Message "You are not authorized to execute report Sales Targets for Incoming Orders (Employee)" while accessing Overview view of Sales Order work centre.

1751238 - You are not able to Select the Required Sales Unit When Creating a Sales Plan

Keywords

Sales Planning; Planning; Sales Target , KBA , SRD-CRM-ORD , Orders & Contracts , How To

Product

SAP Business ByDesign all versions