1. Administering Sales Planning
  2. Configuring Key Account Planning
  3. Considerations and Prerequisites

Considerations and Prerequisites

Considerations and prerequisites for implementing Key Account Planning:

  • See the Implementation Checklist for an overview of the steps required to set up, enable, and configure.

  • Key Account Planning requires Hybrid Mode to support Essbase hybrid block storage option (BSO) cubes.

    Beginning with Release 21.04, Sales Planning supports Essbase Hybrid Block Storage Option (BSO) cubes. Any new applications you create are automatically created with Hybrid mode enabled.

    If you created your application prior to Release 21.04, you can enable Hybrid mode to support Essbase hybrid block storage option (BSO) cubes if it's not already enabled. See Enabling Essbase Hybrid Block Storage Option (BSO) Cubes.

  • Accounts and Product are required dimensions.

  • You can import target values from Quota Planning to Key Account Planning.

  • You can create either a Volume and Revenue model or a Revenue only model.