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Establishing Sales Targets Business Process Questions

ankit_cheeni
Frequent Contributor

Re: Establishing Sales Targets Business Process Questions

Hi Chris, 

Here are some clarifying questions that I wanted to confirm:

  1. How are we managing the account segments as of now?
    1. Who is managing what account belongs to which segment
    2. Does the team want functionality to be able to assign Accounts to Segments in Anaplan?
  2. Can the country sales operations manager dispute their assigned targets?
    1. What I mean is if a country sales operations manager doesn't agree and has a reason for it, does he have the ability to raise that to Regional Sales Executive?
  3. Does the team edit the targets for future quarters based on actuals for the current quarter?
  4. Does the data coming from FPnA go through any initial data sanity or we can use that directly as Baseline Financial Forecast?
  5. The same question for POS revenue data - directly use source data or process and use
ChrisMullen
Community Boss

Re: Establishing Sales Targets Business Process Questions

 

Question 1 - For this release, we are not concerned with anything related to reassigning account segments.  In the future, we would like to use Anaplan for account segmentation but it is out of scope for this release. 

 

Question 2 - Country Sales Operations Managers can dispute their assigned targets, but these discussions happen outside the platform.  There is no need to build in any functionality around this. 

Question 3 - There is no  editing of the targets at the quarterly level but if I am understanding your question, you are asking how are the quarterly targets calculated.  Previous years actuals are used to define the initial account sales target quarterly distribution.  However, after the Account Review, when going from our Initial Account Sales Targets to our Final Account Sales Target, we want to use the quarterly distribution of the Initial Account Sales Target. 

 

Question 4 and 5 - The Baseline Financial Forecast  and POS Revenue data do not need to be further processed before they can be used.

CommunityMember130956
Certified Master Anaplanner

Re: Establishing Sales Targets Business Process Questions

Regarding the Account Review process, what is the relationship between Accounts, Segments and Country?

 

I am assuming that every Account belongs to an Account Segment as an hierarchy and every account can belong to a Country with a property relationship.

 

Also every account can belong to a specific Country and have a segment as a property.

 

So the user can either use the hierarchy and the property as a filter to view his Country and Account Segments.

 

 

ChrisMullen
Community Boss

Re: Establishing Sales Targets Business Process Questions

I can't speak to your model building questions but I can tell you more about our accounts. 

 

Each Account is assigned to a territory. Each country has multiple territories.  When it comes to the segments, each account is given a segment S/M/L.  

andrewtye
Master Anaplanner/Community Boss

Re: Establishing Sales Targets Business Process Questions

Well that's my question answered!

DavidEdwards
Certified Master Anaplanner

Re: Establishing Sales Targets Business Process Questions

So this question may or may not be appropriate for this forum, but I need some clarification regarding the Sprint 1 instructions. In User Story 1.2 section 3.3 "Check Your Build", we're asked to compare our model (downloaded from the training) to the image in the training. But the dimensionality in the model we downloaded isn't even close to the image in the training. The model download for the TAR01 Detailed Sales Targets module is Time (Quarters) and A2 Account>Product#, but in the training screenshot the dimensionality is Time (Quarters), P1 Product Family, and G2 Country.

At any point in this Level 3 training are we expected to completely reconfigure the module dimensionality that was given to us when we downloaded the model, or is this an error in the training that needs to be fixed? The line items are also inconsistent in both cases of the TAR01 module.

Training Screenshot

DavidEdwards_0-1583442822075.png

Model Download

DavidEdwards_1-1583442888733.png

 

ChrisMullen
Community Boss

Re: Establishing Sales Targets Business Process Questions

Those are for two different User Stories.   When I built out the beginner model, I was struggling with how do I name them.  The TAR01 in the starter model, is actually the 3rd Target setting module that I built out.  I did not want to name it TAR03 in the starter model because I though that would have lead to confusions as to where TAR01 and TAR02 are.   

 

The module in the training screen shot is for setting your Initial Country Sales Target.   The TAR01 Details Sales Target is for establishing your Initial Account Sales Target. 

DavidEdwards
Certified Master Anaplanner

Re: Establishing Sales Targets Business Process Questions

Sounds good, Chris. Thanks for the quick reply!

KarstenSchaller
Occasional Contributor

Re: Establishing Sales Targets Business Process Questions

@ChrisMullen :
This is still a bit confusing to me.
How about calling it "TAR00 Sales Target" in the screenshot then?
sjbows
Certified Master Anaplanner

Re: Establishing Sales Targets Business Process Questions

Hi @ChrisMullen, a quick user security issue on sales target setting.  I understand that each Regional Sales Executive should only be able to set targets for the countries, and then accounts, within their own region, but would you like them to be able to see what other RSEs have done in their regions? We can allow each RSE read-only access to other regions if so.  If not, we will lock it down to just their own region.