FP&A Case Study: populate sales forecast module with Budget Units
I've been trying to upload the budget units (from the sheet input units from the 2017 budgeting excel file) into my Sales Forecast Calculation Module. In that module I look either at the actual units, and if not present, at the forecasted units to calculate revenue, COGS, ...
However, I cannot manage to import the data for the line item "forecasted units".
This is how I proceeded:
I created a separate csv file with column headers: customer-product, sales rep, month (see attached
When I want to import the data into my module in Anaplan (dimensions: list customer-products, list sales rep), I cannot manage to do the automatic matching (on names & codes), however the names really look the same! see printscreen.