Examples: Planned/Actual Comparison

Example 1:

You want all of the customers displayed where the actual incoming order is less than 80% of the plan incoming order, i.e., the actual incoming order is more than 20% less than the plan incoming order; the plan realization therefore lies at approximately less than 80%.

You define the following requirement:

Incoming order, plan realization < 80%

If you would like to test whether a comparison of the forecasted actual data with the planned data in the future based on the present actual data will be positive (that is, there is only a slight deviation), then carry out a forecast based on the actual data.

If, for example, you specified six periods to be analyzed and you choose two for the forecast, then the system will take data for two periods for forecasting purposes based on the six historical periods and compare it with the planning data for these two periods. In this case it is a comparison of forecasted data with planning data that is taken into consideration.

The following representation illustrates the example.

Example 2:

You want a list of all customers whose actual incoming orders are more than 110% of the planned incoming orders (that is, all customers whose actual incoming orders extend beyond the planned incoming order by more than 10%, the plan realization is therefore more than 110%).

Define the following requirement:

Incoming orders, plan realization > 110%