Key figure planning is a planning functionality that allows you to measure the performance of an organization, a department, a project, or other by setting plan values for important business key figures. You can later use these plan values in reporting for comparing plan data with actual data. The reporting results can then serve as a basis for future decisions.
Key figure planning is carried out in a planning tool called Business Planning and Simulation (BPS). BPS is a part of SAP NetWeaver Business Intelligence (SAP NetWeaver BI) but is fully integrated into SAP Customer Relationship Management (SAP CRM). It is called up automatically when you start key figure planning in SAP CRM although it runs on a different system.
Note
BPS used to be part of SAP Strategic Enterprise Management (SAP SEM) and could either run on a separate SAP SEM system or be integrated with SAP Business Information Warehouse (SAP BW) using an add-on. As of SAP NetWeaver 2004/SAP BW 3.51, BPS is part of SAP BW and therefore part of SAP NetWeaver.
Key figure planning is integrated into various planning applications in SAP CRM, such as:
Marketing Planning (planning for marketing plans, campaigns, deals, and trade promotions)
Account planning
Opportunity management
You have made the settings for the integration between SAP
CRM and the SAP CRM planning applications
in SAP NetWeaver BI in Customizing for Integration
with Other mySAP.com Components
under . You can overwrite
the standard entries by assigning different InfoObjects to a field.
To view and enter key figure totals for a trade promotion, such
as total volume and trade spend data, on the Trade Promotion
Overview
page in the Totals
assignment
block as well as on the Trade Promotion Editable List Overview
page,
you have made the settings in Customizing for Customer Relationship
Management
under .
For more information, see the Customizing documentation. Using the UI Configuration
Tool, you have defined the field labels and the position of these fields on
the Trade Promotion Overview
page. For more
information, see UI
Configuration.
Note
In the Totals
assignment block,
you can view and edit totals for SAP NetWeaver BI key
figures, you can view totals for calculated key figures; whereas you cannot
view and enter totals for virtual key figures.
If you have Adobe Flash Player version 9,0,47,0 or higher installed, the system displays Adobe Flex-based key figure planning layouts. This function is available for closely integrated planning applications, such as trade promotions, account plans, deals, campaigns, opportunities, as well as for multiplanning. Adobe Flex-based key figure planning layouts offer better performance, usability, and response times than the HTML-based key figure planning layouts.
Recommendation
We recommend that you do not switch back to the HTML-based key
figure planning layout. However, if the Adobe Flex-based key figure planning
layout does not display correctly, you can switch back to the HTML-based one.
To do this, on the SAP Easy Access
screen,
choose ,
add the CRM_KFP_ICWC_UI
parameter to your user
profile, and set its value to ICWC
. To switch
back to Adobe Flex-based key figure planning layout, leave the value of the
parameter blank.
For more information, see Business Planning and
Simulation (BW-BPS)
on SAP Help Portal at .