Level 3 calculate the Quaterly Initial Sales Target

JaredDolich
Moderator

Re: Level 3 calculate the Quaterly Initial Sales Target

@ssicefox 

You're logic looks good - I can't tell if the data is right unless I see the formulas. A couple of notes for you though.

  • TAR01 is not a system module. Ideally, Account, Product, Product Family, and Country should not be line items in this module. Try using your system modules for that: SYS03 Account>Product Details in particular.
  • Here's one way you can organize your grid. This one shows 5% for US, yours might be 1%. My recollection is that these percentages will change throughout the course so stay focused on the formulas and test your values using Excel if you must.
  • TAR01.png

Jared Dolich
titiboys
New Contributor

Re: Level 3 calculate the Quaterly Initial Sales Target

I Jared

 

Many thanks for thé reply.

I will try next week after my vacations.

Best Regards

Thierry

 

ssicefox
Frequent Contributor

Re: Level 3 calculate the Quaterly Initial Sales Target

@JaredDolich 

 

Thank you for your reply and your hint.

 

I will share my formula with you.

 

Best regards. 

Wei

ssicefox
Frequent Contributor

Re: Level 3 calculate the Quaterly Initial Sales Target

Hi @JaredDolich 

 

Thank you for your reply.

Please find my formulas following:

1. PY Country and Product Family Sales:

Baseline Financial Forecast.Baseline Financial Forecast[LOOKUP: 'SYS03 Account>Product Details'.'G2 Country', LOOKUP: 'SYS03 Account>Product Details'.'P1 Product Family']

 

I don't use the formula following for PY Country and Product Family Sales

'DAT02 PY Revenue to CY'.Revenue[SUM: 'SYS03 Account>Product Details'.'P1 Product Family', SUM: 'SYS03 Account>Product Details'.'G2 Country', LOOKUP: Country, LOOKUP: Product Family]

 

2. Initial Country Sales Target:

'TAR01 Sales Targets'.Initial Country Sales Target[LOOKUP: 'SYS03 Account>Product Details'.'G2 Country', LOOKUP: 'SYS03 Account>Product Details'.'P1 Product Family']

 

Here is my result.

 

 

 

 

 

If the User Story 1.4 is the continuity of the User Story 1.2, the Initial Account Sales Target / PY Account Revenue should be 101% for US, or 105% for Italy.

ssicefox_2-1629744892507.png

 

I created the TAR01 Sales Target following that corresponding the example below.

 

 

 

 

 

Please tell me if my result is right, specially PY Country and Product Family Sales and Initial Country Sales Target.

 

I am looking forward to hearing from you soon.

 

Best reagrds.

 

Wei

 

ssicefox
Frequent Contributor

Re: Level 3 calculate the Quaterly Initial Sales Target

HIi,@JaredDolich 

 

I got the result of User Story 1.6 following:

 

 

 

The data comes from 'TAR02 Account Review'.Initial Account Sales Targets using SUM for Country and Segment.

The formula is following:

'TAR02 Account Review'.Initial Account Sales Targets[SUM: 'SYS02 Account Details'.Country, SUM: 'SYS02 Account Details'.Segment]

 

Could you tell me if my result is right? Please.

 

Best regards.

 

Wei

 

rob_marshall
Moderator

Re: Level 3 calculate the Quaterly Initial Sales Target

@ssicefox @JaredDolich 

 

Folks,

 

I understand you are either asking for help/clarification or replying, but please refrain from posting actual blueprints for Level 3.  Asking for help is one thing, getting on a Webex to help is good as well, but posting "solutions" is frowned upon.  If you have any questions, please let me know.

 

Thanks you for your understanding,

 

Rob