Manage Sales Plans
Application component: Analytical Apps
App type: Transactional
Line of business: Sales
Leading industry: Cross Industry
Solution capability: Sales Monitoring and Analytics (S/4)
Scope items: Planning Apps for Sales
Description:  With this app, you as a sales manager can create, change, release, and display your sales plans. In a sales plan, you set sales targets on various dimensions for a planned period. You can then compare the actual sales values to the sales targets by using the Sales Performance - Plan/Actual app. 
With this app, you as a sales manager can create, change, release, and display sales plans. In a sales plan, you set sales targets on various dimensions for a planned period.
Key features:   Searching for Sales Plans  You can search for your sales plans using a free text search or filter criteria (such as sales plan name, currency, release status, and many more).  You can sort and group your sales plans in the search results. For example, you can group the versions with the same sales plan name.  Creating Sales Plans Sales Plan Types You can create the following types of sales plans:  Value Plan: Sales plan with value-based sales targets Sales targets in a value plan can represent the following:  Incoming sales orders: The total net value of sales order items that are relevant for delivery or billing.   Sales volume: The total invoiced sales that were achieved during a specified period. This is based on invoice items or debit memo items (debits) that have not been canceled.     Quantity Plan: Sales plan with quantity-based sales targets Sales targets in a quantity plan can represent the following:  Incoming sales orders quantity: Quantity of sales order items that are relevant for delivery or billing.   Sales volume quantity: Quantity of invoice items or debit memo items (debits) that have not been canceled.     Sales Plan Attributes  Sales plan name and description   Version name and description You can create multiple versions of the same sales plan. For example, depending on your needs, you could create a standard version and an optimistic version. To do this, you copy an existing sales plan to a new version and adjust the copied version as required.   Planned from date and planned to date   Sales plan is planned by month, quarter, or year Specifies that your sales targets are allocated to months, quarters, or years within the planned period.   What your sales plan is planned for Specifies what your sales targets represent.   Currency for displaying value-based sales targets   Dimensions You can add dimensions to define the granularity of your sales plan. For example, you can set sales targets for specific products sold to specific customers.     Sharing Sales Plan with Team To share your sales plan with other users, you can assign it to a team. This lets every member in the team access your sales plan and use your plan data for analysis. If your sales plan has not been assigned to any team, the sales plan is only visible to you.Note You can only assign a team that you are a member of. Key users can set up teams by using the Manage Teams and Responsibilities app. Choose the Sales and Billing team type for the teams so that they can be assigned to sales plans. Specify the access level for each team member by selecting the following functions: Sales Plan Viewer: The team member can only display and copy sales plans. Sales Plan Editor: The team member can display, copy, edit, release, but not delete sales plans.  Key User Options for Configuring Teams and Responsibilities As a key user, you can define your own functions and team types in Customizing for Responsibility Management under Cross-Application Components  General Application Functions.   When defining your own functions, assign them to function profile SALES and use the following function classifications to classify your functions that belong to team category SALES.  SALESPLANBASIC (Basic Sales Planning): With this classification, your functions can display and copy sales plans.   SALESPLANADV (Advanced Sales Planning): With this classification, your functions can display, copy, edit, release, but not delete sales plans.     When defining your own team types, assign them to team category SALES.   For more information about how to set up teams, see Manage Teams and Responsibilities.   Uploading Plan Data to Sales Plan Based on the attributes that you have defined for your sales plan, the system automatically generates a plan layout for you. Download this plan layout to an XLSX (Microsoft Excel) file and enter your plan data locally. Note In the downloaded XLSX file, the system automatically fills the master data of your dimensions, except for dimensions Product, Product Group, and Sales Employee. For these dimensions, you have to enter their master data manually. For those dimensions whose master data can be automatically filled, if the combinations of their master data are too many for the system to download, you also have to enter their master data manually. You need to have the business catalog Master Data - Customer Display assigned to your business user to download master data of customers and customer groups.In the downloaded XLSX file, do not remove the existing columns or change the header of the columns, otherwise your file cannot be uploaded. After entering your plan data, upload the file to your sales plan.   Releasing Sales Plans When you release your sales plans, you can no longer edit them. However, you can always reopen them to enable editing. For each sales plan, only one version can be released.   Sales Plan Statuses A sales plan can have the following release statues:    Status    Description      Not Released  Indicates that the sales plan is saved but not released. When a sales plan has this status, it can be copied or released. For a saved plan, you can only change its currency, version, and plan data. If you do not save your sales plan, the system automatically saves it as a draft version. Note Draft versions are deleted automatically after 28 days.    Released  Indicates that the sales plan is released and is therefore read only. When a sales plan has this status, it can be copied or reopened for editing.     
Business roles: Sales Manager
Sales Manager : 
Monitors and optimizes sales processes, sales panning, and coordinates sales forces.