1. Administering Sales Planning
  2. Importing Data
  3. Importing Advanced Sales Forecasting Data

Importing Advanced Sales Forecasting Data

Import data for Advanced Sales Forecasting.

Import the following data:

  • Actuals data. Historical data is required to use predictions. Typically, load data to OGS_CY Booking as the Measure for historical data.

  • Other data:

    • OGS_Pipeline

    • OGS_Committed Forecast

    • Quota. If you enabled integration with Quota Planning, run the data map to push data from Quota Planning to Advanced Sales Forecasting whenever the quota target is updated. See Integrating Quota Planning and Advanced Sales Forecasting.

    • Load data to OGS_Base Forecast, to differentiate it from Adjustments.

Note:

When loading the data for committed forecast and pipeline, you can load at specific product or customer level or at the territory level. If you are loading data at the territory level, load the data at Any Product, Any Customer, Any <Custom Dimension> level.

Advanced Sales Forecasting provides templates for importing data.

  1. From the Home page, click Application Application icon, and then click Configure Configure icon.
  2. From the Configure list, click Advanced Sales Forecasting.
  3. From the Actions menu, select Download Data Load Templates, and then save the file.

The following templates are available:

  • Advanced Sales Forecasting CRM Data Load File.csv
  • Advanced Sales Forecasting CRM Weekly Data Load File.csv
  • Advanced Sales Forecasting Data Load File.csv
  • Advanced Sales Forecasting Weekly Data Load File.csv

After importing data, run the Prepare Actual rule. From the Home page, click Rules Rules icon, launch the Prepare Actual rule, enter the historical years for which you have data, and then click Launch. Run this rule any time you import data.