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Former Member
Nov 17, 2012 at 04:57 AM

Steps involved in Sales Revenue Planning????


Please advise on the steps involved in Sales revenue planning mentioned below- Is it correct sequence/process flow??

Project Planning Phase:

•ABC company’s objective is to do tactical Planning for FY’13

•Plan Sales Revenue in local currency by product ,based on actual data

•Increase total sales revenue by 10% from X billion to Y billion

•ABC is headquartered in the United States and conducts business in 15 different countries (regions)

•They have 200 items on their product line

•They want to create report to depict plan vs. actual

Blue Print Phase:

•Gather business requirements

• Conduct Interviews, workshops, whiteboard sessions and perform requirement analysis

•Understand the AS IS process and formulate TO BE process

•Capture details regarding Business process Flows, Dimension Library and Models, Input Schedules, Reports, Data Inflow, Data Out flow, Script Logic( FX Trans , Allocation) and Security in the Solution Design Document

Build Phase:

•Build Dimensions (Populate Properties and Members)

•Build Models (Sales Revenue, Rate Model)

•Set up security (User and member access profile et. all)

•Map the Models and Dimensions

•Setup Business process flow and work status

•Build input schedule (As defined by business users)

•Load actual data using data manager package

•Run Currency translation for converting local currency

•Plan data (Increase Sales Revenue by 10%)

•Review and approve plan data

•Generate variance reports for comparison between Plan and Actual

•Using script logic allocate budget to different regions