Implementation Checklist

Perform these tasks to set up Oracle Sales Planning Cloud.

  1. Create a Sales application. See Creating an Application.

  2. If your application is multicurrency, use the Dimension Editor to add dimension members for each reporting currency. See About Editing Dimensions in the Simplified Dimension Editor. Use the Exchange Rates form to define the exchange rates between the main currency and each reporting currency.

  3. If you are using Quota Planning, enable and configure Quota Planning and import metadata:
  4. If you are using Advanced Sales Forecasting, enable and configure Advanced Sales Forecasting and import metadata.

    Note:

    If you are using both Advanced Sales Forecasting and Quota Planning, enable and configure Quota Planning first.

    If you want to enable integration between Advanced Sales Forecasting and Quota Planning, in the Integrations section on the Enable page for Advanced Sales Forecasting, select Target Quota from Quota Planning:

  5. After you configure, and whenever you make configuration changes or import metadata, refresh the database:

    Click Application Application icon, and then Configure Configure icon. Then from the Actions menu, select Refresh Database, then Create, and then Refresh Database.

  6. Import data, including the previous year bookings or revenue. See Importing Data.

    To import metadata or data from Oracle Engagement Cloud, see Integrating with Oracle Engagement Cloud.

  7. Run rules to process actuals data. From the Home page, click Rules Rules icon, launch the rule, specify required options, and then click Launch. Run these rules any time you import data.
    • Process Actuals rule for Quota Planning. Enter the historical years for which you have data, and select the scenario and version to which to load data. For more information about Quota Planning rules, see Quota Planning Rules.
    • Prepare Actual and Forecast Prep rules for Advanced Sales Forecasting. For more information about Advanced Sales Forecasting rules, see Advanced Sales Forecasting Rules.

    Tip:

    • To see only Quota Planning rules, click All Cubes next to the Filter, and from the Cube list, select OEP_QTP.

    • To see only Advanced Sales Forecasting rules, click All Cubes next to the Filter, and from the Cube list, select OEP_GSP.

  8. Set substitution variables for Quota Planning. See Setting Substitution Variables for Quota Planning.
  9. Set required user variables. See Setting User Variables.

  10. For Advanced Sales Forecasting, set application settings for predictions to indicate where to find actual values. See What Application and System Settings Can I Specify?
  11. Create the required user and group accounts and grant permissions. See Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

    Watch this tutorial video to learn more about setting up users and groups.

    video png Tutorial Video

    Watch this tutorial video to learn more about setting up roles and permissions.

    video png Tutorial Video

  12. Make the application available to planners. From the Home page, click Application Application icon, and then Settings Settings icon. In System Settings, change Enable Use of the Application for to All Users.

  13. Use any of the following methods to configure and extend the framework:

Watch these tutorial videos to learn more about creating an application, enabling, and configuring Quota Planning.

video png Tutorial Video

video png Tutorial Video

Watch these tutorial videos to learn more about creating an application, enabling, and configuring Advanced Sales Forecasting.

video png Tutorial Video

video png Tutorial Video