Key Figures 

Purpose

This tab page allows you to display your key figure planning data in a HTML format. With this key figure planning, you have the option of planning on both the business partner and the product and you can retrieve listed prices. It also enables an improved synchronization of sales organization, currency and dates. Additionally this key figure planning means that all marketing object attributes are saved to SAP BW. Previously only the marketing object ID was saved. This has the advantage that you can carry out real-time reporting and there is no need to use an extractor for BW reporting.

Prerequisites

·        In mySAP CRM, a marketing project is created and saved in both mySAP CRM and in SAP Business Information Warehouse (SAP BW).

For more information, see Creating Marketing Projects.

·        In Customizing for Customer Relationship Management, the settings for the following points are made in Marketing Planning and Campaign Management:

¡        System Landscape particularly the activity Activate SAP BW Update

¡        Key Figure Planning

 In the activity Define Planning Profile Group, the indicator New KPI flag must be set.

For more information, refer to the corresponding documentation in the Implementation Guide.

·        You have planning authorization

·        The user status for the planning object allows planning

·        When you are setting up your planning layout for the HTML key figure planning, note that you can only use one planning layout. This can include several planning functions or sequences but these must be part of the planning layout. These planning functions will be shown in a drop-down box on the relevant tab page.

 

Process Flow

       1.      Select and double-click your marketing project to open it. Make sure that your planning profile group is assigned with the appropriate planning type.

       2.      Choose the Key Figures tab page.

       3.      Enter the plan values.

       4.      Choose  to save your plan values.

Planning data is automatically deleted when a marketing plan, campaign or trade promotion is deleted or when the planning profile group is changed.

 

Result

The key figures planned and saved in SAP SEM are displayed in SAP SEM for each marketing element and are only added up in the hierarchy in SAP BW.

SAP SEM collects all planning errors in a log. Errors that occur when the planning system is called up are logged in mySAP CRM.

 

 

 

 

See below for a list of the new standard planning profiles for CRM 4.0. Planning profiles are described in more detail in Basic Key Figure Planning

 

Profile	Planning Area	Description
4CRMMP02	4CRM0001	Marketing Success Measures
4CRMMP03	4CRM0001	Marketing Budgeting/Cost Planning
4CRMMP04	4CRM0001	Marketing Response Planning
4CRMMP05	4CRM0001	Marketing Product Planning
4CRMMP06	4CRM0001	Marketing Business Partner Planning
4CRMMP07	4CRM0001	Marketing Top-Down Planning/Budgeting
4TPM0001	4TPM0001	Trade Promotion Management
4TPM0002	4TPM0001	Trade Promotion Management (Standard)
4TPM0003	4TPM0001	TPM – Free Goods
4TPM0004	4TPM0002	Print Preview – Trade Promotion Management
4TPM0005	4TPM0002	Print Preview – Free Goods
4TPM0006	4TPM0001	APO – Trade Promotion Management
4TPM0007	4TPM0001	APO – Free Goods