Setting User Variables

Each planner must set the user variables described in this topic.

User variables define the context for forms and dashboards.

1. On the Home page, click Tools , and then click User Preferences .

   The User Variables tab lists the user variables that the administrator has set up for each dimension and under Member, the currently selected member for each variable.

2. If you enabled Quota Planning, select members for these user variables:
   • Accounts—Select your account.
   • Overlay Territory—Typically used for the overlay territory.
   • Product—Select your product.
   • Sales Rep Territory—Typically used for Sales Reps for use in bottom-up planning.
   • Scenario—Select your scenario.
   • Territory—Typically used for the main process for Sales Managers and Sales VPs.
3. If you enabled Advanced Sales Forecasting, select members for these user variables:
   • Currency— Select your input currency.
   • Period Granularity—Select the granularity applicable to your forecasting, reporting, and analysis. Select Weekly Plan to forecast at the weekly level. Select YearTotal to forecast at the monthly level.
   • Forecasting Scenario—Select either Forecast or Rolling Forecast, depending on which features are enabled and how you want to do your forecasting.
   • Reporting currency— Select your reporting currency.
   • Forecasting Version—Select Working Bottom Up if you are building your forecast in detail.
   • Years—Typically select the current year. Most forms use the substitution variable set for OEP_CurYr (Current Year), but you can select a different year; for example, to see future years.
   • Account Segments—Select the account segment to use for detailed analysis.
   • Product Family—Select the product to use for detailed product analysis.
   • Territory or Resource—Select the territory or resource of focus.
   • Drivers—Select the measure (or parent member of a set of measures) to analyze, depending on what is set up in your application, such as units or average selling price. If the Product dimension is enabled, select OGS_Product Measure.
4. If you enabled Key Account Planning, select members for these user variables:
   • Accounts Segments—Select the customer segment or key account that should be the default.
   • Period Granularity—Select the period that you want to see for the data.
   • Product Family—Select the default product group that you want to plan for.
   • Reporting Currency—Select the currency that you are using for planning.
   • Territory—Select your territory for planning (for example, it could be your region or your sales organization).
   • Years—Select the year that you want to see by default.
   • Currency—Select the currency that you are using for planning.
   • Current Promotion—Select the default promotion that you want to see.
   • Key Account Scenario—Select the Plan or Forecast scenario that you want to plan.
   • Key Account Version—Select the version that you want to plan.
5. Click Save.