Sales Performance - Plan/Actual
Application component: Analytical Apps
App type: Analytical
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 can compare planned and actual sales data on different dimensions, such as sales organization, customer, and product. By doing so, you can analyze to what extent your sales targets are being achieved and thus gain insights into your current sales performance. You use this app after you have created at least one sales plan in the Manage Sales Plans app. 
An application to compare planned sales data to actual data on different dimensions. By doing so, you can analyze to what extent your sales targets are being achieved and thus gain insights into your current sales performance.
Key features:   Select a Sales Plan Version to Compare You can select value plans to compare the planned and actual sales values. Sales plans that meet at least one of the following criteria can be selected.  Created by you   Shared with your team  For more information about sharing sales plans with team, see Manage Sales Plans.Note Draft versions cannot be selected. After a value plan is selected, the plan and actual data are compared as follows:  Planned and actual values represent either incoming sales orders or sales volume, depending on what you have planned in the selected sales plan version   Planned and actual values are compared by month, quarter, or year within the planned period, depending on how you have defined this in the selected sales plan version  Note You need to enter an exchange rate type and a display currency before you can start the comparison. You can set default values for these two fields in your user settings from the SAP Fiori Launchpad. For example, you set Exchange Rate Type to M (average rate) and Display Currency to EUR.   Compare Plan and Actual Data You can display a hybrid view that visualizes the differences on a chart while displaying the details in a table. In addition, you can compare the planned sales volume to the actual net sales volume (sales volume minus credit memos). To do so, add the column of net sales volume to the comparison table from the table view settings. You can drill down to further compare the plan and actual data. The drill-downs available to you are the dimensions that you have defined for the sales plan version.   Navigate to Related Apps You can select relevant data (for example, specific customers) from the chart and then navigate to related apps to show quotation conversion rates, contract fulfillment rates, and check open sales.   Sales Performance – Plan/Actual (Quantity-Based) With this tile, you can select quantity plans to compare the planned and actual quantities. After a quantity plan is selected, the plan and actual data are compared as follows:  Planned and actual quantities represent either incoming sales orders quantity or sales volume quantity, depending on what you have planned in the selected quantity plan   Planned and actual quantities are compared by month, quarter, or year within the planned period, depending on how you have defined this in the selected quantity plan  Note Alternatively, you can compare the quantities by choosing the pre-shipped Quantity-Based view in the Sales Performance – Plan/Actual tile.  
Business roles: Sales Manager
Sales Manager : 
Monitors and optimizes sales processes, sales panning, and coordinates sales forces.