Cost Planning in Mobile Sales 

Use

You perform cost planning to distribute the budget of a campaign across the campaign’s dimensions, such as its products, business partners, or sales data.

 

You can perform cost planning only on a campaign, not on a trade promotion. For more information, see Volume and Trade Spend Planning in Mobile Sales.

Integration

In Mobile Sales, you can synchronize the following data with the BW-BPS system for cost planning:

·        Dates

·        Distribution dimension

·        Currency

Prerequisites

You have set up the mobile client for offline planning. For more information, see Planning in Mobile Sales for Campaigns and Trade Promotions.

You have created a campaign and assigned basic data, including the start and end dates and a currency.

You have assigned a planning profile group to the campaign that includes the relevant layouts for cost planning. See Basic Data in Campaigns.

If the planning profile group you have assigned is valid for cost planning, the Marketing/Cost Planning tile set will appear in the navigation bar.

You have maintained cost assignments for the campaign. For more information, see the activities described below.

Activities

To perform cost planning, you must maintain cost assignments in the Marketing/Costs tile set. In the Marketing/Costs tile set, you enter the budget distribution dimensions for the costs of the campaign, such as the business partner, sales area, and product information. You can use cost assignments to maintain multiple combinations of cost distribution dimensions.

If you enter a product hierarchy or customer hierarchy as part of the distribution dimensions, before you save the data you can choose the Show Results button to see all the various combinations that are available with these dimensions.  

Once you have entered cost assignments, the cost planning function of Mobile Sales receives the distribution dimensions, dates, and currencies and displays them dynamically in the Marketing/Cost Planning tile set. In the Marketing/Cost Planning tile set you can enter your budget and split the costs among the selected dimensions.

When you have finished with the planning, you save your entries. The next time you synchronize your data with the server, the system will upload the planning figures to BW-BPS.

For information about how cost planning is performed in the CRM Marketing Planner, see Cost Planning.