Use this dashboard for direct input or import revenue forecast to Anaplan.

Grids

Upload Net Revenue Forecast by Account

  1. Select Export: Net Revenue Forecast Template.
  2. Fill the template.
  3. Select Import:_Template_by_Account_Net Revenue to import the data.
  4. Select Choose File and upload your template.
  5. Beneath Map dimensions, use the dropdown to set the version.
  6. Select Import.

GL Import data - Net Revenue

  1. Use the top dropdowns to set the:
    • Entity 
    • Product
    • Forecast scenario 
    • Department (bottom left on grid)
  2. Review the revenue forecast.

Also see Page options.