User Story 3.1 - Sales Forecasting

Options
yimch1
yimch1 Member, ALL USERS Posts: 4 New Contributor
in Anaplan Community

User story 3.1 states that the sales rep's would like to input their forecasted units sold by sales rep, month, product and customer. Therefore, I initially setup a module to allow data input by there four dimensions. When I think about the 2017 Budget file that was provided, the sales forecast does not include sales reps. The forecasted units are only by month, product, and customer. Not sure how I am supposed to load the data file from the 2017 Budget file later in the assignment as these two are not aligned.

 

Can someone help me understand how to accommodate this difference?

Thank you.

Tagged:

Comments

  • yimch1
    yimch1 Member, ALL USERS Posts: 4 New Contributor

    Thanks for the response. I'm still a bit confused. Below are some questions to try and clarify.

     

    I currently have the organizational rollup (L1-Regions, L2-Sub-Region, L3-Country, L4-Cost Centers, L5-Employees). When creating the hierarchy that you mentioned, would the L1-Country be somehow associated with the L3-County in the organizational rollup? As well as L4-Customer and L5-Product since these lists already exist?

     

    Or would the new hierarchy (L1-Country, L2-Sales Team, L3-Sales Reps, L4-Customer, L5-Product) be complete separate from the organizational hierarchy?

     

    Also, how can L5-Product rollup into L4-Customer? The product list is shared between the customers where different customers can sell similar products.

     

Categories