Use this page to define the default planning trends and rates for the Revenue and COGS planning.

Define default planning trends and default rates to each account and/or driver for revenue & COGS

To define the revenue and COGS default planning account trends:

  1. Use the dropdown at the top-right of the page to set a scenario.
  2. In the Revenue and PxQ drivers grid, input a default value for each planning trend:
    • Planning Trend - Price
    • Planning Trend - Units
    • Planning Trend - for Revenue
  3. In the Revenue accounts grid, input a default value for each planning trend:
    • MoM Increase/Decrease
    • YoY Increase/Decrease
    • Simple Moving Average
  4. In the Setup default planning trends - COGS and Cost drivers grid, input a default value for each planning trend:
    • Planning Trend - Cost
    • Planning Trend - COGS Trend
  5. In the Input default planning trend rates - COGS Accounts grid, input a default value for each planning trend:
    • MoM Increase/Decrease
    • YoY Increase/Decrease
    • Cost as a % of Revenue
    • Simple Moving Average
    • Moving Average of Revenue

Also see Page options.