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Former Member
Aug 08, 2007 at 10:06 AM

Key Figure Planning



I need to create two planning profiles (cost profile and KPI profile) for CRM Marketing. After choosing the Planning Profile Group in the basic tab, a "key figure planning" tab should show up, under which the user can choose one of the two profiles. Each profile should contain several (customized) fields for planning.

But how can I create a customized planning profile? And how can I create the text fields for the planning profiles? I am confused about the linkage of BW- and CRM-system. So which tasks do I need to perform in the CRM-system and which tasks in the BW-system? Can someone please provide me an overview / guideline about where and how to perform these tasks?

Thanks in advance,