Setting User Variables
Each planner must set the user variables described in this topic.
User variables define the context for forms and dashboards.
- 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.
- 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.
- 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.
- 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.
- Click Save.