This page provides a graphical view of several inputs to the commercial plan for rate of sale (ROS). This includes Selected History (R), Prior Commercial Plan (R), Final Stat Forecast (R) and the Final Commercial Plan (R).
Commercial Planning – ROS
You can specify the context of the product data and customer data combination using the two context selectors at the top right of the page. Both context selectors provide options for hierarchies at all levels.
Parameters
Parameters are set by a System Administrator at the global level and apply to all product-customer combinations. See the D2000 - Global Stat Parameters page.
- You can adjust the parameters for the specified product-customer combination using the fields shown in the Edit Parameters pane.
- When you adjust parameters for a specified combination, the adjusted settings display in the Effective Parameters pane. These parameter changes aren't applied globally.
| Parameters | Values |
| Active Commercial Plan | The standard configuration provides options for the basis of the commercial plan. However, you can use the units option in the immediate deployment of the configuration |
| Default Commercial Plan | You can specify the default values for the commercial plan from these options. You can override the default values. Select the option field and then select an option to confirm the setting:
|
| Perpetuate ROS Overrides | This parameter overrides values to be perpetuated from the period in which the initial override value is entered to all following periods. |
Steps
To change the data that displays on the page, select an option from the context selectors.
To search for an option, enter a numeric reference ID, alphabetic name, or a partial name in the Find... field.
Process Check
The process check is a process warning to make sure that planning and dashboards are related. Use the process check to warn others if the commercial basis isn't the same as the current page.
Planning Status
This section indicates if the Commercial Plan is open or closed.
View Settings
You can set the display parameters in the View Settings card.
Parameters
| Parameters | Values |
| View Years History | The number of years history you can view. If you enter more than the maximum history available, then the maximum available displays. |
| View Years Future | The number of future years you can view. If you enter more than the maximum available, then the maximum available displays. |
| View Period Type | Provides options to view planning periods as either Fiscal Year or Rolling Year, and the default setting is Fiscal Year. |
| Future Only | Enables you to display future planning periods only. When you select this parameter, the tables and charts display current and future planning periods only. This parameter operates as an override of the View Years Future setting. If you deselect it, the displayed values include history. |
| Table: Totals Only | Enables you to display annual totals only. When you select this parameter, tables display the summary totals for each of the selected years. If you deselect it, the displayed values return to monthly periods. |
Commercial Planning Revenue Chart
The Commercial Planning Revenue chart provides a graphical view of several inputs to the commercial plan. This includes Selected History (R), Prior Commercial Plan (R), Final Stat Forecast (R), and the Final Commercial Plan (R).
Parameters
| Parameters | Values |
| Historic Rate of Sale | Value of the historic rate of sales. |
| Stat Forecast (ROS) | Override values for the Stat Forecast |
| Commercial Plan Override (U / ROS) | Override values into the current and future period cells depending on the product effectivity status. |
| Forecast Store Count Override (Stores) | Override values into the current and future period cells. |
| Forecast Store Count (Stores) | |
| Base Commercial Plan (U) | The base commercial plan quantity, in units, for the item you select. |
| Base Pricing and Revenue | This category of parameters is for the beginning price and revenue. |
| Forecast Base Commercial Price (R/U) | The forecast base commercial price in terms of both units and revenue. |
| Base Commercial Plan (R) | The plan revenue before you make any adjustments. |
| Promotional Uplifts | The value of promotional uplifts for the item you select. |
| Effective Cannibalization (U) | The remaining value of overlapping promotions for the same product-customer effort. |
| Effective Promotional Uplift (U) | The quantity uplift for an item. |
| Final Commercial Plan (U) | The final commercial plan value, in forecasted units, for the item selected. |
| Total Volume at Base Price (R) | The total volume at the base price for the item you select. |
| Promotional Discount (R) | The promotion plan discount where Discount is specified as the Promotion Mechanic. |
| Final Commercial Plan (R) | The commercial price after any adjustments to forecast input units. |
| Final Commercial Price (R/U) | The commercial price after any adjustments to forecast input units and revenue. |
| Contribution | |
| Standard Cost (R/U) | This value displays the Forecast Standard Cost (R/U) for the item you select. |
| COGS (R) | The cost of goods sold. |
| Contribution Margin (%) | |
| Contribution (R) | The contribution factor for the item you select. |
| Comments | Use the field to add notes to the archived record. |
Commercial Planning Composition chart
This chart displays Base Commercial Plan, and the impact of Promotional Uplift values in unit quantities by planning period for the product-customer combination you select.
Bundle Adjustments chart
This chart provides a line-by-line view of any bundle adjustments in line with the commercial plan. It lists out the final commercial plan and any bundle adjustments (revenue and commercial plan). This includes total dependent and independent demand.
