Planning Apps for Sales

For sales and distribution scenarios, this scope item provides key information needed for a sales manager regarding the creation and maintenance of Sales planning Apps, effectively handling the different stages in sales planning. The Sales Manager can also select some existing sales plans to compare with actual data. In addition to this, there is also a possibility to navigate to the corresponding app to further analyze.

Key Process Steps Covered

  • Create sales plan
  • Update a sales plan
  • Copy sales plan
  • Release and search for a sales plan
  • Compare plan and actual data
  • Navigate to the corresponding apps for further analysis

    Benefits

    • Flexibility for the sales manager to handle the sales planning effectively
    • Create, manage, update and copy a sales plan to enable easier access to a sales manager
    • Access various sales plans at the click of a link
    • Ability to export master data for the sales managers to use customer or customer group as a dimension
    • Compare the planning data and actual data in the sales plans