PlaniFi offers the below pre-packaged solution to get you started with Sales Planning. We offer both quick start programs and small-to-medium pre-packaged managed implementations. Reach out to [email protected] for more information.
Planning Rapid Deployment Solution includes:
- Plan Sales at ANY level of detail; Plug into SAP Sales and Distribution content
- Automate collection of planning assumptions from your sales / finance teams (decrease overhead; allow finance to focus value add activities)
- Shrink plan iterations by focusing on assumptions – let the system do the math
- Increase accountability and reduce the risk for error by creating controlled calculations, reports and review processes (sign off)
Manage planned orders (volumes), pricing and revenue recognition assumptions all in one central driver-based tool; managed by Finance
Increase ability to do target setting and “what if” analysis
Using SAP Analytics Cloud built in calculation and disaggregation features
Increase accuracy – through finance review, collaboration, controls and smart insights
Project Metrics (typical):
Reduce efforts by 35%+ to publish the plan versus current tool (Excel)
Reduce planning cycle(s) by 25% or more
Industries: Technology, Utilities, Professional Services, Leasing, Mfg, Distribution, etc
Convert your planned Sales Orders and Open Orders into a Revenue plan using this prepackaged solution which includes:
- Plan Admin and Set Up – Seed your drivers and Set Targets
- Seed next year’s budget with historical volumes. Adjust based on growth targets
- Seed budget with pricing assumptions (gross, discounts, rebates) based on prior year data. Adjust based on next year’s outlook
- Order (unit) Plan
- Order Entry – Set local targets; Plan Sales (Units) by month
- Sales Planning – pricing and discount assumptions; Net Sales calculation
- Plan Gross Price and Gross to Net Price items
- Dollarize your plan (Calculate Gross and Net Sales)
- Revenue Planning – model sales recognition assumptions and calculate revenue
- Input lead times or revenue recognition expectations by Material or Product Group
- Convert Sales Orders and Open Orders to a Revenue Plan
- Calculate based on planned sales, open orders and loaded expectations
- Sales Dashboard and Review
- Sales forecast dashboard
- Standard grid reports for calculation review – included in template and report package