8 Create Location Targets Task

The Create Location Targets task is the process in which planners create the financial targets for the individual locations. These targets are then reconciled to the location plan to ensure proper execution.

Building the Workbook

To build the Location Targets workbook, complete the following steps.

1. Click the Create New Workbook icon in the Create Location Targets task.

   Figure 8-1 Create Location Targets Task

   
   

2. The workbook wizard opens at the Calendar Selection step. Select the halves that you want to plan and move them to the Selected Items box. Click Next.

   Figure 8-2 Workbook Wizard: Calendar Selection

   
   

3. The Location Selection step of the workbook wizard is displayed. Select the channels you want to plan and move them to the Selected Items box. Click Finish.

   Figure 8-3 Workbook Wizard: Location Selection

   
   

Plan Sales/Gross Margin% View

After you have seeded, develop the Sales and Gross Margin% targets for those locations.

Figure 8-4 Plan Sales/Gross Margin% View

If the Local Currency option is provisioned, then an additional view is available to support planning Sales/Gross Margin% that specifically caters to this option:

• Local Currency Plan

Review and Publish

In this step, review the targets you created. Use the Publish Targets custom menu when you are ready to publish the targets you created.

Figure 8-5 Review and Publish

At the Review Targets step, review the targets you created in the Create Targets step. Use the Location Op Plan and Location Cp Plan measure profiles to reconcile your plan to the top down targets.

Figure 8-6 Review & Reconcile View

Publish

Publishing a target copies the Wp measure information to the Tgt measures in your task, and then it commits them to the database so that location plan users can retrieve those targets.

Figure 8-7 Publish View

Review Targets

This view allows you to review your published Tgt measures.

Figure 8-8 Review Targets View

All Measures

The purpose of this workbook is to allow you to create a view of workbook measures that you may not be able to view all at once in other views.

Figure 8-9 All Measures

All Measures View

The All Measures view contains all the measures contained in the workbook; however, only the Wp Sales R measure is visible in the default measure profile.

Figure 8-10 All Measures View