Since account targets are allocated by the ratio of previous year revenue, an account with no history would get a target of zero. Is that expected, or do new accounts get a target another way?
One approach could be to create an Account Mapping module where an existing account can be mapped to a new account, allowing its historical revenue to be used for target allocation.
Alternatively, if there isn’t a comparable existing account, you could define a separate rule using a benchmark, expected revenue, or an approved manual target. This would avoid defaulting all new accounts to zero and make the target-setting process more flexible.
Hello there, we are using AnaplanXL to pull data from 3 different sources into one Excel file. Two of them are Azure SQL data bases and the third is Anaplan itself. Whenever the Excel is opened 3 pop up windows to log in to each data base appear. Until they appear and everything is entered or clicked already 2 minutes are…
Has anyone tested Analyst’s response quality/speed on large, sparse models (think 10+ dimensions, millions of line items)? Wondering if there’s a practical ceiling before it starts timing out.
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
