Establishing Sales Targets Business Process Questions

[ChrisMullen]

This forum is for asking the stakeholders of the Unicorn Candy Company questions about the establishing sales targets process.  The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 24 hours for replies. This forum is not to be used for asking questions about model building or for help with modeling questions, these questions will be removed from the forum.  This is to clarify details regarding the business processes.

[ChrisMullen]

Right now, we are only planning on working in one version and for the current year. 

For this release, we only want to work within those requirements.  However, this is something I would like us to be prepared for. 

[filip.sypniewski]

Perfect, all clear.

Thank you for your quick reply!

[Margot]

Hi, 

This is a question to user story 1.4 (sprint 1, point 5.2, TAR01 Detailed Sales Target module). 

In the training it shows an example with accounts by country:

Where is this information coming from? As I understand it, country will be a property of account but uptill this part of training there was no information about the country-account relation (maybe I missed it?). I do not see it in the data hub (nor level 3 sales planning model) list/system modules or in the files provided so far. Could you hint where this information can be found or how to obtain it if possible?

[Misbah]

@Margot 

Yes you are right. It is just for explanation purpose as in how should the calculations be made within the system and how should it look like at country level. 

I had posted similar query earlier. 

[Margot]

Hi Misbah,

Thanks for the answer. I have found this information in the system module after all 🙂

[LokeshNandula]

Hi Chris,

I used YEARVALUE to achieve the required results for below story without using SYS99 lookup module. Do you see any performance impact in using YEARVALUE?

 

[ChrisMullen]

We have no idea here at Unicorn Candy company 😉  If you have questions about a performance issue with Anaplan, you should use the Anaplan Product forums.  We are just here to answer questions about our process. 

[CommunityMember121270]

Hi,

I require some clarify on the requirements for the Target Review.

The process discussions and user stories (1.1 & 1.2) refer to setting stretch targets against the Baseline Financial Forecast from FP&A, and showing related differences.

The related UX prototype request appears however to want to see differences to the 2019 actual sales revenue.

Does the user require a UX which shows target comparisons to basline forecase, 2019 actuals, or both?

Regards,

Ken

[Misbah]

@CommunityMember121270 

In your calculation module you need to show the difference in absolute values when the user inputs the Stretch goal in Percentages. This is for current year only.

[chetirski]

Hi,

So the user story tells us to use Baseline (FY20) and stretch goal to get the Initial Country Target(FY20).
The schema shows the same.
However, the UX example and then the Sprint 1 checklist show that the the Initial Country Target (FY20) is a result of the PY sales and the stretch goal.
I am not sure if this is an issue or I am missing something