Forecasts loaded in BW (Budget & BFR) are named FINANCIAL FORECASTS. In the Global-Sales solution, they will be integrated in the Order Book TO BE INVOICED.
Forecasts coming from Dynasys/APO/Logillity are named COMMERCIAL FORECASTS. They are dedicated to the supply-chain. In the Global-Sales solution, they will be integrated in the Order Book TO BE ISSUED.
For BUDGET, it’s always the last BUDGET loaded that is shown in reporting :
- I load BUDGET for YYYYMM 🡺 the BUDGET will be shown in all reports for the year YYYY and month MM
- I do not load any BUDGET for YYYYMM 🡺 no amount will be shown in all reports for the year YYYY and month MM
For BFR, it’s always the corresponding BFRxx that is shown in reporting, by default, the BUDGET is shown:
- I load BFR03 for YYYYMM 🡺 the BFR will be shown in all reports for the year YYYY and month MM
- I load BFR06 for the same YYYYMM 🡺 the new BFR06 will replace BFR03 in all reports for the year YYYY and month MM
- I do not load any BFR for YYYYMM 🡺 BUDGET will be shown by default in all reports for the year YYYY and month MM
- I do not load nor BFR, nor BUDGET for YYYYMM 🡺 no value will be shown in all reports for the year YYYY and month MM
FORECASTS in CRM-Analytics
In the CRM-Analytics dashboard, forecasts are shown with the Order-Book and in the Sales-Performance tab:
To Clarify below (merge of sales and forecast in orderbook)
