Success Key Figure Planning 

Use

Success key figure planning using the Success Key Figures tab page allows you to plan and evaluate the success of a particular campaign or promotion at a certain point in time. For example, you can evaluate the success of a TV advert and the increase in sales brought about by this form of advertising.

Prerequisites

You are using a planning profile group where the indicator for the New KPI flag is set and where at least one planning profile of type Success Key Figures is assigned.

You have made the settings in Customizing for Marketing Planning and Campaign Managemen: by choosing:

●     Basic Settings ® Define Campaign Type/Objective/Tactic

●     Key Figure Planning ® Assign Success Key Figures to Campaign Type and Objective

Features

●     In Customizing, you can assign success key figures to a combination of marketing project type and objective, which makes them more specific than general key figures.

●     In the Marketing Planner, you can dynamically choose the desired key figures since they are not preset by a planning layout.

●     In the Marketing Planner, you can enter the date on which you wish to evaluate (due date). It may be that you wish to look at the success of a campaign or promotion at the end of each week or at the beginning and end of a campaign. There is no standard functionality delivered by SAP behind this field and you are thus free to implement your own logic (workflow, reports, and so on).

You can enter the same key figure several times but with a different date. This can help answer questions such as: What was the success of a trade promotion one month after and three months after the execution of the promotion?

●     In the Marketing Planner, you can enter notes and comments for each key figure.

Activities

...

       1.      On the Success Key Figures tab page, select any of the key figures that you assigned to this particular marketing project type and objective in Customizing.

       2.      Enter a unit or currency by which this key figure should be evaluated, depending on the type of key figure.

For example, if you wish to evaluate the market share gained by a specific campaign, you would automatically have the choice of selecting this as a percentage. When no currency is entered, the currency entered on the Basic Data tab page is used.

       3.      Enter the date on which you wish to evaluate.

       4.      Choose Transfer KPI measure. The system retrieves the planning layout from BPS and displays it in the lower half of the tab page.

       5.      Enter your plan and actual values in the planning layout and save your data.

The variance is calculated automatically.