1. Administering Sales Planning
  2. Importing Data
  3. Importing Key Account Planning Data

Importing Key Account Planning Data

You can import the following data for Key Account Planning.

  • Target for sales. Either load the target, or import it from Quota Planning. If you want to load the target from Quota Planning, see Integrating Quota Planning and Key Account Planning. If you load the target, load it to OEP_Base Target in the BaselinePromotions dimension.
  • Historical data.
  • Volume and revenue data.

  • Actuals if you want to track the progress of the promotion.

Key Account Planning provides templates for downloading data.

  1. From the Home page, click Application Application icon, and then click Configure Configure icon.
  2. From the Configure list, click Key Account Planning.
  3. From the Actions menu, select Download Data Load Templates, and then save the file, SALESPLN_KEY ACCOUNT PLANNING_DATA_LOAD_TEMPLATES.zip.
  4. Unzip the file.

The following templates are available:

  • Historical Reporting Only Data Load Template.csv
  • Volume and Revenue - Promotion.csv
  • Volume and Revenue.csv

After importing data, run the Seed Baseline Plan rule. From the Home page, click Rules Rules icon, launch the Seed Baseline Plan rule, enter values, and then click Launch.

After subsequently loading updated actuals for recent periods (for example, every month), run the Prepare Forecast rule to seed the new period actuals into forecast and keep the remaining periods as forecast. This rule also copies the data to reporting cube.