We have a situation where we want to transfer a customer's actuals to a new sales rep, but we want to keep the budget numbers to remain with the current sales rep. How should we go about this in Anaplan?
Hi,
This depends very much on your model and we cannot really answer it.
Broadly, I'd say you should copy the numbers onto the new sales rep, keep the old one and make sure the new sales rep is ignored when counting for the budget numbers. That is if you want to keep the detail.
Otherwise you can make a copy of the budget numbers in total, keep them in a archive module and just transfer those numbers + delete the old sales rep.
Hi Community, I’m encountering an issue where an export created in Anaplan is missing column headers when retrieved via the API. However, when I manually run the same export from the Actions tab, the downloaded file includes the headers. Has anyone experienced this behavior before? I’d appreciate any insights into the root…
Hi all, I, as an Anaplan workspace administrator, am working together with a Fabric team to export data from Anaplan to Fabric via Anaplan API and Postman. We have a problem where all Anaplan exports are visible in Postman but when trying to connect to SOME of them, we get message "404, Not found". Below screenshot showing…
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.…
