Enabling Key Account Planning

Before users can start planning, you must enable Key Account Planning features.

Based on your selections, dimensions, measures, forms, and other artifacts are created.

Note:

• Define all optional and custom dimensions the first time you enable features. Because you can’t add additional dimensions later, consider carefully the dimensions required for your business. Note that you can add reporting (attribute) dimensions later using the Dimension Editor.

• You can’t disable features later.

If you will be using Quota Planning to import target values from Quota Planning to Key Account Planning, you must enable Quota Planning before you can select the Quota for Targets integration option.

Prerequisite:

Key Account Planning requires that the application uses Hybrid mode. See Enabling Essbase Hybrid Block Storage Option (BSO) Cubes.

1. From the Home page, click Application , and then click Configure .
2. From the Configure list, select Key Account Planning.
3. On the Configure page, click Enable Features.
4. Select the features to enable, and then click Enable.

   While you can enable more features later, Oracle recommends that you enable only the features that planners currently require.

Table 6-1 Enabling Key Account Planning Features

Enable	Description
Planning By	Enable key account planning by territory or resource. Select the type of hierarchy for key account planning. You can plan by territory or by resource. If you've already enabled Quota Planning, the Planning By dimension is selected for you. For example, if you chose to plan by Territory in Quota Planning, planning by Territory is automatically selected for you in Key Account Planning.
Planning Features	Select planning features. Baseline Planning—Select either Volume and Revenue or Revenue. By default, Volume and Revenue is selected. In a Revenue only model: There are no measures added for Volume. There are no calculations for Revenue; Revenue is direct input only. Uplift is calculated based on Revenue instead of Volume. Variable spending is calculated as a percentage of Revenue. There are no per unit contract measures added. Dashboards and forms reflect Revenue only. Building Block Planning—Use building blocks such as different pricing, placements, and product variants to identify the additional non promotional sales plan adjustments Trade Promotions Planning—Add, analyze and adjust trade promotions to strategically close the gap between your target and plan, identifying each promotion’s incremental uplift percent on the base that is planned by account and product group, trade spends, and profit and loss, including additional contract measures specified for the customer and COGS, to get a full view of customer profit and loss. Includes: Promotion spanning across periods Promotions for single or multiple products Multiple promotions for the same product in a period Multiple promotions for the same product with overlapping dates Customer Profit and Loss—Analyze the impact of your promotions: By Customer and Product Group Revenue and Uplift Revenue Trade Spends – Variable and Fixed COGS Contract measures Contract Measures and Cost of Sales—Available if you enabled Trade Promotions Planning and Customer Profit and Loss. Adds measures for contract assumptions and entries in the Customer Profit and Loss. You can add additional measures if needed. Cost of Sales—Available if you enabled Trade Promotions Planning and Customer Profit and Loss. Adds measures for cost of sales assumptions and entries in the Customer Profit and Loss.
Intelligent Performance Management	Select Predict Base Forecast to enable the ability to predict the baseline plan based on historical actuals. If you have historical volume or revenue data by territory or detail level (such as product or customer), you can perform a statistical analysis on the data to predict future results to form your baseline plan.
Integration To	Select Quota for Targets to enable the ability to integrate target quota data from Quota Planning. Quota Planning must be enabled before you can select this option. Enabling this option creates a data map: Quota to Target in Key Account Planning Revenue (if the Quota Planning unit of measure is Amount) or Quota to Target in Key Account Planning (if the Quota Planning unit of measure is Units). When your quota planning is finalized, you can push the final target quota numbers by Territory or Resource from Quota Planning to use as a sales target for key accounts and product group in Key Account Planning. The data map pushes sales data only (not promotional data).
Map/Rename Dimensions	Add custom dimensions to your application. Product and Accounts are provided; you can rename them if needed. You can enable up to three additional custom dimensions. Map custom dimensions to existing dimensions. Rename base dimensions. You must enable, map, and rename custom dimensions the first time you enable features.

Sign out, and then sign in again. The Key Account Planning artifacts are populated, including a navigation flow, dimensions, forms, and measures, based on the features you enabled.