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Function documentationKey Figure Planning


Key figure planning is a planning functionality that allows you to measure the performance of an organization, a department, a project, or other by setting plan values for important business key figures. You can later use these plan values in reporting for comparing plan data with actual data. The reporting results can then serve as a basis for future decisions.


Key figure planning is carried out in a planning tool called Business Planning and Simulation (BPS). BPS is a part of SAP NetWeaver Business Intelligence (SAP NetWeaver BI) but is fully integrated into SAP Customer Relationship Management (SAP CRM). It is called up automatically when you start key figure planning in SAP CRM although it runs on a different system.

Note Note

BPS used to be part of SAP Strategic Enterprise Management (SAP SEM) and could either run on a separate SAP SEM system or be integrated with SAP Business Information Warehouse (SAP BW) using an add-on. As of SAP NetWeaver 2004/SAP BW 3.51, BPS is part of SAP BW and therefore part of SAP NetWeaver.

End of the note.

Key figure planning is integrated into various planning applications in SAP CRM, such as:

  • Marketing Planning (planning for marketing plans, campaigns, deals, and trade promotions)

  • Account planning

  • Opportunity management


  • You have made the settings for the integration between SAP CRM and the SAP CRM planning applications in SAP NetWeaver BI in Customizing for Integration with Other Components under Start of the navigation path Strategic Enterprise Management Next navigation step Change Mapping Between CRM Fields and InfoObjects End of the navigation path. You can overwrite the standard entries by assigning different InfoObjects to a field.

  • To view and enter key figure totals for a trade promotion, such as total volume and trade spend data, on the Trade Promotion Overview page in the Totals assignment block as well as on the Trade Promotion Editable List Overview page, you have made the settings in Customizing for Customer Relationship Management under Start of the navigation path Trade Promotion Management Next navigation step Key Figure Planning Next navigation step Settings for Display of BI Key Figures End of the navigation path. For more information, see the Customizing documentation. Using the UI Configuration Tool, you have defined the field labels and the position of these fields on the Trade Promotion Overview page. For more information, see UI Configuration.

    Note Note

    In the Totals assignment block, you can view and edit totals for SAP NetWeaver BI key figures, you can view totals for calculated key figures; whereas you cannot view and enter totals for virtual key figures.

    End of the note.


If you have Adobe Flash Player version 9,0,47,0 or higher installed, the system displays Adobe Flex-based key figure planning layouts. This function is available for closely integrated planning applications, such as trade promotions, account plans, deals, campaigns, opportunities, as well as for multiplanning. Adobe Flex-based key figure planning layouts offer better performance, usability, and response times than the HTML-based key figure planning layouts.

Recommendation Recommendation

We recommend that you do not switch back to the HTML-based key figure planning layout. However, if the Adobe Flex-based key figure planning layout does not display correctly, you can switch back to the HTML-based one. To do this, on the SAP Easy Access screen, choose Start of the navigation path System Next navigation step System Data Next navigation step Own Data End of the navigation path, add the CRM_KFP_ICWC_UI parameter to your user profile, and set its value to ICWC. To switch back to Adobe Flex-based key figure planning layout, leave the value of the parameter blank.

End of the recommendation.

More Information

For more information, see Business Planning and Simulation (BW-BPS) on SAP Help Portal atStart of the navigation path published on SAP site Next navigation step SAP ERP Next navigation step SAP Strategic Enterprise Management End of the navigation path.