Implementation Checklist
Perform these tasks to set up Sales Planning.
-
Create a Sales Planning application. See Creating an Application.
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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.
- If you are using Quota Planning, enable and configure Quota Planning and import metadata:
-
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:
- If you are using Key Account Planning, enable and configure Key Account Planning and import
metadata.
If you want to enable integration between Key Account Planning and Quota Planning, enable Quota Planning first. Then when enabling Key Account Planning, in the Integration To section on the Enable page for Key Account Planning, select Quota for Targets.
-
After you configure, and whenever you make configuration changes or import metadata, refresh the database:
Click Application
, and then Configure
. Then from the Actions menu, select
Refresh Database, then Create,
and then Refresh Database.
-
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.
- Run rules to process data. From the Home page, click Rules
, launch the rule, specify required options, and then click
Launch. Run these rules any time you import data.
- Quota Planning—Process Actuals rule. 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.
- Advanced Sales Forecasting—Prepare Actual and Forecast Prep rules. For more information about Advanced Sales Forecasting rules, see Advanced Sales Forecasting Rules.
- Key Account Planning—Seed Baseline Plan. Run this rule at the start of a new planning process as a method to pre-populate the base plan after you load historical data. For more information about Key Account Planning rules, see Key Account Planning 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.
- To see only Key Account Planning rules, click All Cubes next to the Filter, and from the Cube list, select OEP_KAP or OEP_KREP.
- For Key Account Planning, run the data map 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.
- Set substitution variables for Quota Planning. See Setting Substitution Variables for Quota Planning.
-
Set required user variables. See Setting User Variables.
- For Advanced Sales Forecasting and Key Account Planning, set application settings for predictions to indicate where to find actual values. See What Application and System Settings Can I Specify?
-
Create the required user and group accounts and grant permissions. See Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.
-
Make the application available to planners. From the Home page, click Application
, and then Settings
. In System Settings, change Enable
Use of the Application for to All Users.
- Use any of the following methods to configure and extend the framework:
-
Manage dimensions and members. See About Editing Dimensions in the Simplified Dimension Editor.
-
Customize the navigation flow for your business needs. For example, you can set up different navigation flows for different roles in your organization. See Designing Custom Navigation Flows.
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Modify the existing forms, dashboards, or infolets, or create new ones. See Administering Forms, Designing Dashboards, and Designing Infolets.
- Set up predictions to run automatically with Auto Predict. See Setting Up Predictions to Run Automatically with Auto Predict.
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Define the approval process by defining the approval units and promotional paths for approving plans in your organization, for example, to approve bottom-up plans. See Managing Approvals.
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Create task lists to help guide your organization through the quota planning process. See Administering Task Lists.
- Design and work with reports. See:
-
Define Groovy rules to perform custom calculations. For information about designing Groovy rules, see Creating a Groovy Business Rule in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud and Oracle Enterprise Performance Management Cloud, Groovy Rules Java API Reference. You can write custom calculations using the Groovy object model. To simplify writing the calculations, the traditional Essbase calculation language has been disabled in Sales Planning.
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Videos
| Your Goal | Watch This Video |
|---|---|
|
Learn about creating an application and enabling Quota Planning. |
|
|
Learn about configuring Quota Planning. |
|
|
Learn about creating an application and enabling Advanced Sales Forecasting. |
|
|
Learn more about creating an application, enabling, and configuring Advanced Sales Forecasting. |
|
|
Learn how to configure Key Account Planning in Sales Planning. In this tutorial, you learn to create a Sales Planning application, enable Quota Planning, configure Key Account Planning, and set time period granularity. Key Account Planning extends the capabilities of Sales Planning to let you model and plan baseline sales and trade promotions for key accounts and products based on forecasts, what-if scenarios, and desired outcomes. |
|
| 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. |
|
| Learn about setting up users and groups. | |
| Learn about setting up roles and permissions. |
|
| Learn how you can export URLs from Sales Planning so you can embed artifacts in other systems such as ERP Cloud Financials. Use direct links to represent most business process artifacts alongside your other source system pages, enhancing your processes with functionally-tailored forms, grids, reports, and dashboards for seamless cross-system navigation. |
Tutorials
Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.
| Your Goal | Learn How |
|---|---|
| See how to enable and configure Quota Planning in Sales Planning. Learn how to set variables, prepare actual and forecast data, and verify the configuration. |
|
| See how to enable and configure Advanced Sales Forecasting in Sales Planning. Learn how to set variables, prepare actual and forecast data, and verify the configuration. |
|
| Learn how to manage security in Access Control and set up access permissions in Sales Planning. | |
| See how to define and run file-based data integrations in Sales Planning. |
|
| See how to customize navigation flows in Sales Planning. Learn how to modify the clusters and cards in the interface and control how various roles or groups interact with the business process. | |
| See how to create forms that allow planners to collect data, perform reviews, analysis, and reporting. Learn more about form components, access permissions, and best practice design considerations. |
