Siebel Consumer Sector Guide > Sales Volume Planning > SVP End User Procedures >

Viewing Sales Volume Planning Data

Throughout the sales volume planning period, sales managers view sales volume planning data to monitor shipment or consumption amounts, gather feedback on the effectiveness of promotions, and track their progress in meeting their targets.

Use the procedure that follows to view this data:

• Shipment. Shipments are the amount of product shipped to accounts during a period of time. Many organizations use shipments to derive their target quantities. Because shipments are always historical data, end users can view, but not modify, the shipment data.
• Consumption. Consumption is the amount of product purchased by customers during a period of time. Many organizations use consumption to derive baseline quantities. Because consumption is always historical data, end users can view, but not modify, the consumption data.
• Baseline. Baseline data is the amount of product that would have been shipped, sold, or consumed in the absence of a promotion for a given period of time.

  This view also shows incremental quantity, the amount of product that was shipped, sold, or consumed as a direct result of a promotion for a given period of time. For example, a product may be on sale for 50 percent off, and as a result a customer purchases two incremental pallets of the product in addition to the one the customer regularly purchases. Incremental quantity is generated during promotion planning. For more information, see Trade Promotions.

• Target. Targets are the amount of product a manufacturer expects its sales force to sell in a given period of time. This product data can be derived from historical shipment, baseline, or consumption information. Targets can incorporate growth or decline rates for the sales volume planning period.

To view sales volume planning data

1. Navigate to the Sales Volume Planning screen.
2. On the Sales Volume Planning link bar, click the Sales Volume Planning data you want to view.
3. In the Accounts list, select an account.
4. In the Category list, select the root category or click the hyperlink in the Name field to drill down through the subcategories until you reach the level that you want to view.

   NOTE:  To return to a higher level, click the Go Up button. Clicking the browser's Back button redisplays the root, or highest level, category.

5. Scroll down to the Products list and click a product name to view the data.
6. Optionally, in the Product Baseline list, from the available drop-down list, choose Period Analysis.

   Data appears in a graphical chart by period.

Executing Queries in the Category and Product Baseline Lists

When you create a query to find data in the Category Baseline and Product Baseline lists, the query definition is applied to your subsequent selections within the Account and Category lists.

For example, to view category baseline records for the next quarter, you define the query to return results for the three months that comprise the next quarter. When you drill down to the next level, the previously defined query automatically returns records for only the next quarter.

Similarly, queries created in the Product Baseline list are applied when subsequent records in the Product list are selected.

To cancel a query

• Create and execute a new query with new search criteria.
• Create and execute a new query with no search criteria, thereby returning a complete view of Category List data.