Integrating Quota Planning and Key Account Planning

You can push the quota from Quota Planning to Key Account Planning.

Sales Planning uses data maps for out of box integration between Quota Planning and Key Account Planning for connected sales planning. After completing the quota planning process, you can push the target quota from Quota Planning to Key Account Planning to set as a sales target for key accounts and product group.

This section describes the overall process for integrating.

To implement integration between Quota Planning and Key Account Planning, follow this overall process.

1. Enable and configure Quota Planning.
2. Enable and configure Key Account Planning. In the Integration To section on the Enable page, you must select Quota for Targets.

   Enabling Key Account Planning with this option creates a data map: Quota to Target in Key Account Planning Revenue. The data map's detailed mappings are automatically populated between the source dimension members in Quota Planning and the target dimension members in Key Account Planning.

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 , then Data Exchange , and then Data Maps.

      Note:

      If metadata has changed, from the Actions menu for Quota to Target in Key Account Planning Revenue, select Synchronize to synchronize dimensions and members between source and target.
   2. From the Actions menu for Quota to Target in Key Account Planning Revenue, select Push Data.
   3. To push the data to the Key Account Planning reporting cube, from the Actions menu for Key Accounts to Reporting, select Push Data.

The final target quota value (OQP_Adjusted Target Quota and OQP_Padding Adjustment Value) from Quota Planning is pushed to OEP_Base Target in the Forecast scenario in Key Account Planning.

If the Quota Planning unit of measure is Amount, target values are pushed to Revenue in Key Account Planning. If the Quota Planning unit of measure is Units, target values are pushed to Volume in Key Account Planning.

Units from Quota Planning can be pushed only to a Key Account Planning Volume and Revenue model. Revenue from Quota Planning can be pushed to a Key Account Planning Volume and Revenue model or to a Revenue model.

You see the allocated quota from Quota Planning as the starting point for the target in Key Account Planning. Data is pushed to all levels of the hierarchy (for example, by territory, product, and accounts). You can review the target data in dashboards in Key Account Planning, for example in Gap Analysis, where you can review the target, baseline, gap, and uplift for revenue and volume.

Rerun these data maps whenever the target quota is updated.