Marketing Planning and Budgeting in SAP Business By Design

[Vignesh_S_R]

Hi Experts,

I have a Quick Question, Do we have Marketing Planning and Budgeting concept in SAP Business By Design, Please find the below requirement.

We need to plan the Expected Revenue and Expected cost(marketing spends - print costs, advertising, etc) for particular campaign, once campaign is executed and finished we required a report like "Expected Revenue vs Actual Revenue & Expected cost vs Actual cost" to track the actual revenue generated based o the particular campaign.

If there is no standard solution, is it possible to achieve by any work around??

Thanks for your time and support!!

Regards,

Vignesh Ravichandran

[JanMatthes · Accepted solution]

It might be a bit late: Marketing timelines and budgets can be managed with the ByD Project management. Have a look into this:

https://blogs.sap.com/2021/07/09/collaborative-marketing-campaign-and-budget-management-in-cloud-erp...

[former_member202594]

Hello Vignesh,

In CRM reports, we don't have this kind of template.

The recommendation that I've in your case is create a customized report with this relevant information.

With customized report you can build a report which fit with your requirement.

If you have question, it will be a pleasure help you!

All the best!

Victor Farias

[Vignesh_S_R]

Hello Victor,

Thanks for your time and prompt response!!

I Agree we can create a customized report, but the issue is there is no standard fields to capture the value for Expected Revenue and Expected cost in campaign creation screen, by the below work around we can achieve the report "Expected Revenue vs Actual Revenue", but the same will not help to generate report for "Expected Cost vs Actual Cost"

Workaround:

To capture "Expected Revenue" we can create a extension field in campaign screen, and we can create a customized report by combining campaign data source(to fetch Expected Revenue) and sales order data source ( to fetch Sales happened with reference to particular campaign- Actual Revenue).

To capture "Expected Cost" we can create a extension field in campaign screen, but we are not sure where to record & Fetch the "Actual Cost" of campaign, it will be very much appreciated for any suggestion to process the same.

Once again thanks for your time and support!!

Regards,

Vignesh Ravichandran