Planning on Key Figures in Mobile Sales 

Use

You can perform key figure planning on the key measures defined in the planning layout from the BW-BPS system. Planning can be performed for products, target groups, and individual business partners.

Integration

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

·        Dates

·        Products

·        Target groups/business partners

·        Sales organizations

·        Currencies

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 assigned a planning profile group to the campaign or trade promotion that includes the relevant layouts for key figure planning. See Basic Data in Campaigns or Basic Data in Trade Promotions.

If the planning profile group you have assigned is valid for key figure planning, the Marketing/Key Figure Planning tile set will appear in the navigation bar.

Activities

You perform key figure planning in the Marketing/Key Figure Planning tile set. The system will automatically display the default layout assigned to the planning profile group on the General Key Figure Planning tile. You can change the layout by making a selection in the Planning Profile field.

To begin planning, you enter key figures on the General Key Figure Planning tile.

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 key figure planning is performed in the CRM Marketing Planner, see Key Figure Planning in the Marketing Planner.