1. Administering Sales Planning
  2. Configuring Advanced Sales Forecasting
  3. Integrating Quota Planning and Advanced Sales Forecasting

Integrating Quota Planning and Advanced Sales Forecasting

You can push the target quota from Quota Planning to Advanced Sales Forecasting.

Sales Planning uses data maps for out of box integration between Quota Planning and Advanced Sales Forecasting for connected sales planning. After completing the quota planning process, you can push the target quota from Quota Planning to seed the forecast target in Advanced Sales Forecasting, as a starting point for your sales forecast.

This section describes the overall process for integrating.

To implement integration between Quota Planning and Advanced Sales Forecasting, follow this overall process.

  1. Enable and configure Quota Planning.
  2. Enable and configure Advanced Sales Forecasting. In the Integrations section on the Enable page, you must select Target Quota from Quota Planning.

    Enabling Advanced Sales Forecasting with this option creates a data map: Quota Planning Sales Forecast Integration. The data map's detailed mappings are automatically populated between the dimension members in Quota Planning and in Advanced Sales Forecasting.

    The final target quota value from Quota Planning, along with the padding adjustment value from the Plan scenario (if there is one), is mapped to the target forecast value in the Forecast scenario in Advanced Sales Forecasting.

  3. In Quota Planning, perform the quota planning process to achieve a target quota.
  4. When the quota plan is complete, an administrator pushes the target quota from Quota Planning using the predefined data map:
    1. From the Home page, click Application Application icon, then Data Exchange Data Exchange icon, and then Data Maps.
    2. From the Actions menu for Quota Planning Sales Forecast Integration, select Synchronize to synchronize dimensions and members between source and target.
    3. From the Actions menu for Quota Planning Sales Forecast Integration, select Push Data. This pushes the target quota value from Quota Planning to Advanced Sales Forecasting.
  5. Run the Base Forecast Push rule. From the Home page, click Rules Rules icon, and then click Launch next to Base Forecast Push. Select only the Version and Year that have been updated.

You see the target quota as a starting point for the base forecast target in the forecast scenario of Advanced Sales Forecasting at all levels of the hierarchy.

Rerun these data maps whenever the target quota is updated.

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