Compare Sales and Operations Plans

Compare a sales and operations plan with another sales and operations plan or an archive of the same plan. You can select a metric to show the difference between the plans.

Compare aggregate plan metrics: You can compare two plans and understand what changed at an aggregate level. For example, you can compare metrics, such as Revenue, Production Plan, Resource Requirements, Projected Available Balance, and Exceptions Count. The comparison of plans in a table or a graph displays the data for each plan side-by-side. To see the differences between the plans, you can select the metrics in the Comparison Options tab when creating or editing the table or graph. The Show Difference icon in the table or graph toolbar redraws the table or graph with the selected difference metrics.

Note: If you compare sales and operations plans with different planning levels, you must compare from within the plan that's planned at a higher level of aggregation. For example, if you compare a quarter-level plan with a month-level plan, you must make the comparison from within the quarter-level plan. You can't make the comparison from within the month-level plan.

The comparison metric options are the following:

• Difference

• Percent Difference

• Absolute Percent Difference

To compare a plan:

1. In the Navigator, click the Sales and Operations Planning work area.

2. From the Actions menu, select Compare and then click Plans.

3. In the Search and Select: Plan dialog box, search and select the plan that you want to compare with the current plan, and click OK.

   You can view the table or graph with both plans displayed.

   Tip: Click the Graph icon on the toolbar of the table to view the results in a graph.

4. Click Show Difference to view the difference between the current plan and the comparison plan.

To stop comparing the plans, select the Cancel Compare from the Actions menu.