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.
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…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
Estimated Level of Effort:4-8 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L2 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased planning time Increased accuracy of targets/spreads You Might Also Like: * Historical Snapshotting Top-Down Allocations Whether it's…
