I'm currently struggling with the calculation of the monthly commissions FC.
Issue:
Quarterly commission Forecast:
Unable to get quarter values by sales rep. How to bring down Annual sales target into Quarterly?
Kindly help me on this.
I would recommend checking out the Level 3 forums for requirement clarifications.
L3 is a proficiency exam as such you should leverage past learnings and resources in the Anaplan Community to complete the course independently. When I found myself getting stuck, I would review preceding lessons to ensure I didn't miss any critical steps.
Hi @Dev_08 Were you able to sort out the monthly/quarterly forecast? I am stuck at the same step.
Just like we're asked to create Quarter apportionment for monthly commission forecast, I created an year apportionment to calculate quarterly Forecast. I multiplied the year apportionment to Annual Sales Target value we have.
However my values are not as expected, as can be seen below,
Looking for your views on this.
Regards
You can start by dividing your annual goal evenly across 4 quarters if sales don't fluctuate much seasonally. Adjust your quarterly goal by a percentage based on sales data from previous years. Continue dividing evenly across 3 months in the quarter or customize based on specific monthly data.
I wanted to check if others are facing this specification difference between Grid Card in Additional Insight. When created using a Saved View, the Quick Sum bar feature does not work, but when created using the module directly, the Quick Sum bar works.
Does anyone have any documentation on the trade-offs of having 1 model for all components of planning (service revenue, product revenue, labour planning), vs multiple models 1 for each and a consolidation model to tie it all together?
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
