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About Basis, Baseline Planning, and Baseline Data Elements

The SVP module supports a three-step baseline and target planning process. The Baseline Basis (or Target Basis) fields are filled in by data previously imported or copied into the sales volume plan. These read-only fields are intended to serve as the basis data for the planning process.

The SVP process promotes this data into Baseline Planning (or Target Planning) values, which are then released to sales planners or account managers for adjustment. Sales planners and account managers make their adjustments based on known elements that impact trends for the period or periods being planned.

After these modifications are made, the values are promoted into the Baseline (or Target) fields where they are also used as the promotion baseline. Your company may choose to employ some or all of these elements in its planning process.