Key Figure Planning in the Marketing
Planner 
Use
In the Marketing Planner, you use key figure planning, for example, to set up the budget for your marketing plan, to plan the costs of a campaign or the product quantities you want to sell as part of a campaign, and so on. Later you can transfer your plan data to ERP and check it against the actual values that are collected when the marketing project is carried out.
Prerequisites
Customizing for Customer Relationship Management
● You have made the settings in Customizing by choosing Marketing Planning and Campaign Management ® Key Figure Planning.
The most important activity is Define Planning Profile Groups. Key figure planning in the Marketing Planner is triggered and controlled by entering a planning profile group on the Basic Data tab page of your marketing project.
SAP delivers a large number of standard Customizing settings that cover all standard processes. You only need to define custom settings if the standard settings do not meet your requirements.
● If you want to use the online update functionality for transferring your marketing project master data to BI, you have made the settings in Customizing by choosing Marketing ® Marketing Planning and Campaign Management ® System Landscape ® Activate BI Update.
● You have set up the RFC connection to the BI system in Customizing by choosing Marketing ® Marketing Planning and Campaign Management ® System Landscape ® Define RFC Connection. You have made sure that the remote user assigned to the system is a dialog user and that this user has the required planning authorizations.
● If you want to use version management (see below), you have defined versions in Customizing by choosing Key Figure Planning ® Version Management.
● If you want to use traffic light alerts (see below), you have made the settings in Customizing by choosing Define Planning Profile Groups, step Assignment of Traffic Lights.
Marketing Planner
● You have maintained a marketing project in SAP CRM. The required entries are ID, description, plan start and end date, currency.
● You have transferred your marketing project master data to BI. There are two possibilities:
○ Manually: In the SAP Easy Access menu, choose Marketing ® Marketing Planning and Campaign Management ® Administration ® Transfer Marketing Projects to SAP BW
○ Automatically using the online update functionality (see above)
● You have planning authorization.
● The user status for the marketing project allows planning.
Features
● Two planning table formats
○ HTML format
○ Microsoft Excel or ALV grid format
Depending on which planning table format you are using, you will see additional tab pages in the Marketing Planner for the new functionality:
Five tab pages: Volumes/Trade Spends (mostly trade promotions) Costs (mostly campaigns) |
|
Two tab pages: |
● Traffic light status
You can show the status of a trade promotion or campaign in the form of a red, green, or yellow light. The traffic lights can be seen underneath the description of the trade promotion or campaign in the Marketing Planner. The alerts are refreshed when you save or on request.
For more
information, see the SAP Library documentation of Business Planning and Simulation under 
KPI Valuation for an
Alert.
See also Example: Traffic Lights for Trade Promotions
● Version management
To keep track of your marketing activities, you may want to compare versions of your planning data from various different stages, for example, at the outset and then two weeks into a promotion.