Establishing Sales Targets Business Process Questions

[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

[ChrisMullen]

@chetirski  The stretch goal percentage and baseline are used to establish the initial country target.   

[afraelick]

@ChrisMullen - I know there have been a few questions around this, but can you please clarify what the process is for this allocation? It seems that Candy Unicorn Company's process is to determine an allocation for 1) product family by country, and 2) product family by account - and then how do you utilize this to establishing the Initial Account Sales Target? 

[ChrisMullen]

@afraelick     

You want to multiply that by your Initial Country Sales Target to get your Account Sales Targets.      

 Account A's previous year nutzo bar sales took up 2% of all of the Chocolate family sales for their country. I want to make sure that when I am setting next years target, I adjust it so that Account A's nutzo bar sales take up 2% of all of the chocolate family sales for their country.      So once you establish the allocation, multiply that to the initial county sales.  

[jruder]

Hi All,

I am working through user story 1.4 and am having some trouble with the check. After backtracking/redoing, at 1.3 I realized the revenue numbers do not align at the A2 Account>Product level, however, they aggregate and check out at a total level. Is this okay to move forward with? Or is there something inherently wrong here?

Thanks so much for your help.

Best,

Jenn

[ChrisMullen]

Hi Jenn, This forum is used to speak with the Unicorn Candy Company for questions related to the process. Are you sure that the revenue numbers don't align and that you didn't modify that view in anyway?

[jruder]

Yes, only sorted ascending to try align with the check view. I think I must have missed a small detail so going to try from scratch. Apologies for misusing the forum.