Post Configuration Tasks
After configuring Key Account Planning, perform these tasks.
- Import metadata. See Importing Key Account Planning Metadata and Data.
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Refresh the cube after configuring and any time you import metadata.
- Import data. See Importing Key Account Planning Data.
- Set user variables. See Setting User Variables.
- Set application settings for predictions to indicate where to find actual values. See What Application and System Settings Can I Specify?.
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In preparation for planning, run the rule Seed Baseline Plan. From the Home page, click Rules
, launch the Seed Baseline Plan rule, enter
values, and then click Launch.
- Run the datamap to push data to the reporting cube. From the Home page, click Application, then click Data Exchange, and then click the Data Maps tab. From the Actions menu next to Key Accounts to Reporting, click Push Data.
Videos
| Your Goal | Watch This Video |
|---|---|
| Learn what tasks you need to complete after configuring Key Account Planning in Sales Planning. In this tutorial, see how to set values to Quota Planning substitution variables, add or import metadata, import historical data, assign values to user variables, run rules to Process Actuals and Seed Baseline Plans, and run a data map to push data to the reporting cube. |
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