Planning on the basis of prior-year figures

With JustRelate CRM, you can plan on the basis of actual values from the past (e.g. order or invoice data) and to call up plan or actual comparisons (fulfillment status) at any time. As tools for this, advanced functions are available in the Trend Center, a planning wizard and a planning table. You can plan on one level (e.g. related to a customer) or on two levels (e.g. related to a customer and a product line or division). To do this, pro­ceed as follows.

1. Open the evaluation via the previous or current year in the Trend Center, and filter as needed by, e.g.,
   • Customers with a turnover > x
   • A product group with a turnover > x
   • A customer and a product group with a turnover > x
2. Execute the New Planning function.
   • In the wizard, give the planning a name and add the actual values of the previous year or the cur­rent year, in percent or as an absolute value.
   • After saving, a new plan is created and submitted. In the planning table, the calculated plan values can be corrected, and new plan data records can be added (e.g., for a new product line or sector that didn’t generate any turnover in the previous year).
   • Each planning inherits the trend center configuration from which it was created. This establishes the reference to the actual data as a prerequisite for actual/target comparisons.

1. Open the desired planning via the Extras/Planning (New) menu.
2. In the form, execute the Open Trend Center function.
   • The function determines (based on the stored trend center configuration) the trend that matches the planning.
   • In the Trend Center, the actual data is loaded and compared with the plan data (column "Plan value" on the left). At present, only the comparison of annual values is possible.
   • The comparison is volatile and cannot be saved in the Trend Center. When selecting another trend or path, the planned value column disappears.

Cockpit elements have been provided for a comparison of planned and actual values from planning Extras/Planning (New), which provide information about the fulfillment status. The selection can be made in the cockpit configuration under the Sales/Trend Center ... path.

• Displays a target/actual comparison as a table, like in the Trend Center.
• In the configuration, the planning can be selected, and a title assigned.

• Presents the target/actual comparison as a bar chart. The first bar compares the total values of the planning, the following bars compare the values of the top planning objects (e.g. the customers).
• In the configuration, the planning can be selected, a title assigned, and the number of top planning records for which a comparison is to be displayed can be specified. The top planning records can optionally be identified via the target or the actual value.
  The link on a bar of the display opens the corresponding list in the Trend Center.