Processing

Union GL, Plan and Forecast Data

This Join function is used to combine actual and plan and forecast data from different data sources into one stream, to which the same calculation rules are then applied.

As both the General Ledger Data as well as the Plan and Forecast Data share the same fields and granularity in the rules of that function, a simple union of both inputs is sufficient.

Calculate Additional Activity Drivers

This Calculation function is used to calculate activity drivers that are not delivered from a source system nor entered manually. Instead, they can be calculated based on existing driver data.

For demonstration purposes, the following rules have been defined:

• Rule RDIS selects Monitoring Activities.

• Rule RRET selects Customer Support Activities.

• Rule RCALC calculates the Activity Driver Value and adds values to the Activity and Activity Source fields.

Assign Resources

This Allocation function uses the Union GL, Plan and Forecast Data function as sender data and allocates it to resources using the Resource Assignments as receiver data.

Here the receiver rule Variable Portions is used to allocate the sender data using the adjustment driver from the receiver.

Allocate Marketing Costs to Processes, Campaigns, Customer Groups, Customers and Product and Services

This Allocation function uses the Allocate Products and Services to Customers and Subscriptions function as sender data and allocates it to Marketing Costs Drivers as receiver data.

Allocate Resources to Activities

This Allocation function uses the Assign Resources function as sender data and allocates it to activities using the Resource Drivers function as receiver data.

Only one rule is maintained here, which carries out direct allocation, keeping all fields and providing results with a maximum level of granularity. It allocates the amount using the Resource Value as distribution base, and calculates the driver result in the Resource Portion field for convenience. This is then available in reporting to demonstrate which fraction is used for the allocation.

Allocate Activities to Services and Service Groups

This Allocation function is used to allocate activity results to products and services, accordingly. After the first allocation, results are allocated to regions as subsequent rule.

Allocate Product and Services to Customers and Subscriptions

This Allocation function uses the Allocate Activities to Services and Service Groups function as sender data and allocates it to customer and channel positions as receiver data.

Here the receiver rule Variable Portions is used to allocate the sender data using the quantity-tracing factor from the receiver.

Join All Allocations

This Join function is used to collect all process output data in one function. It is used as input for all following queries.