KPI Valuation for an Alert 

Use

You use valuation for key performance indicators (KPI valuation) to divide into three levels the different values that a KPI can take. In the case of closely integrated planning applications, you transfer to SAP CRM the value for a KPI and the assignment of a rating. Then, the value and the rating are displayed in SAP CRM as an alert (using a red, yellow, or green traffic light), for example during marketing planning or promotion planning.

During promotion planning, the planner should be able to see at a glance the ratio of uplift to base (base sales volume). The higher the value for the ratio "uplift / base", the better:

·         For ratios < 0.01 ®  red traffic light

·         For ratios >= 0.01 ® yellow traffic light

·         For ratios > 0.10 ® green traffic light

You find an example of how this can be realized technically at the end of this section under “Example”.

You determine and valuate KPIs by defining a planning function of the type Formula Extension (FOX). When making the settings for sales planning, you define the KPI for the FOX planning function by giving it a description.

Integration

You can transfer the defined KPI to SAP CRM (from SAP CRM 4.0). You do this in Customizing for SAP CRM under Marketing ® Marketing Planning and Campaign Management ® Key Figure Planning ® Define Planning Profile Groups ® Assignment of KPI Valuation for Alert.

Prerequisites

See Special Features for Close Integration with SAP CRM

Features

To perform KPI valuation, you use a FOX planning function that fills both of the variables in message UPX_KPI 400. These variables express the value and the corresponding rating. There are three possible ratings: the first is represented by a green traffic light, the second by a yellow one, and the third by a red one. To calculate these ratings, you have all of the formula extension functions at your disposal (see Formula Extensions (FOX)).

You define the name for the KPI when making the sales planning settings for the combination of planning level, ad hoc planning package, FOX planning function, and parameter group. Once the KPI has been defined in this way, you then transfer it as an alert into SAP CRM. Message UPX_KPI 400 is evaluated for each KPI.

Activities

...

       1.      Choose Business Planning and Simulation ® Planning Workbench.

       2.      Define a FOX planning function for the relevant planning level.

       3.      Define an ad hoc planning package for the planning level.

       4.      Create a parameter group for the FOX planning function.

       5.      Choose Business Planning and Simulation ® Planning Content ® CRM Analytics ® Planning Services ® Customizing ® KPI Valuation for an Alert ® Planning Function.

       6.      Choose the combination of planning level, ad hoc planning package, planning function, and parameter group, and give the combination a name.

Example

Here is an example of the FOX planning function that you could use to calculate the ratio of the uplift to the base for the example described above in the section “Use”:

Fields to be changed: Key figure name, UOM, WEEK, PROD, PGRP

DATA UPLIFT TYPE F.
DATA BASE TYPE F.
DATA RATIO TYPE F.
DATA GRADE TYPE I.
DATA UOM TYPE 0BASE_UOM.
DATA WEEK TYPE 0CALWEEK.
DATA PROD TYPE 0CRM_PROD.
DATA PGRP TYPE 0PROD_CATEG.

UPLIFT = 0.
BASE = 0.

FOREACH UOM.
  FOREACH WEEK.
    FOREACH PROD.
      FOREACH PGRP.
        BASE = BASE + {0BASE_QTY,UOM,WEEK,PROD,PGRP}.
        UPLIFT = UPLIFT + {0UPLI_QTY,UOM,WEEK,PROD,PGRP}.
      ENDFOR.
      ENDFOR.
      ENDFOR.
      ENDFOR.

*Grade 1 = Green
*Grade 2 = Yellow
*Grade 3 = Red

IF BASE > 0.

  RATIO = UPLIFT / BASE.

  IF RATIO < 0.01.
    GRADE = 3.
  ELSE.
    IF RATIO >= 0.01.
      GRADE = 2.
        IF RATIO > 0.10.
          GRADE = 1.
        ENDIF.
ENDIF.
ENDIF.
  MESSAGE I400(UPX_KPI) WITH RATIO GRADE.

ENDIF.