Overview
In this section, you will find information about the process to pre-fill bottom-up exercise for growth business. You will find among others the rules for the initialization of the growth business from the opportunity management module. These steps are automated, no action required from end-users
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Concerned profiles:
Sales
Table of content
Step By Step
Pre-fill Bottom-up for Growth business | |
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During the initializing period (June) all open growth business opportunities + closed won opportunities with target delivery sales > May 2016 are replicated in the Commercial roadmap |   |
Growth business initialization common rules | |
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•Business potential is replicated in the Commercial roadmap (sold to/product level) •Business potential Volume is multiplied by the opportunity % of probability (e.g. opportunity of 100 tin 2018, probability 20% will show up as 20t in 2018 in the commercial roadmap) •If one opportunity has 3 products 3 lines will be created in the Commercial roadmap (one by product) •Price & Contribution Margin are copied in the Commercial Roadmap •The checkbox “to include in the commercial roadmap” allows you to include or not the opportunity in the Commercial Roadmap (by default, it will be checked as ‘to include’) |
Example of Growth business initialization– |
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The opportunity is created
The corresponding growth business automatically created in the Commercial Roadmap
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