About Basis, Planning, and Baseline Data Elements

The SVP module supports the following three-step baseline and target planning process:

1. The Baseline Basis (or Target Basis) fields are populated with data that you previously import or copy into the sales volume plan. These read-only fields serve as the basis data for the planning process.

2. 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 planning periods.

3. After users make these adjustments, the values are promoted into the Baseline (or Target) fields where the values are also used as the account promotion baseline.

Your company can choose to use some or all of these elements in its planning process.