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What solutions are being used for detailed Sales budgets/targets ?

  • 9 September 2020
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Looking at Customer / Product / Price level budgets / forecasts that can also be used for measuring salesperson targets ?

Have reviewed S&OP and Demand Planner but these are more quantity based and just use Avg Sales Price so are fine for general planning but not detailed sales budget level that we can track report against at sales person level ?

I have been point towards external solutions such as Beqom or Xactly.  Any IFS partner solutions available for this ?

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Best answer by paul harland 9 September 2020, 17:22

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Hi Michael

I have previously built a custom logical unit solution for this within the IFS extensibility toolset.  

It looked like this, and there were calculated fields that showed how many meetings (for example) had been held vs. the Goal and Forecast, by counting IFS Business Activities.

 

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