Flexible Sales and Revenue SD Planning – Rapid Deployment Solution

SimpleFi Solutions offers the below pre-packaged solution to get you started with SD Planning. We offer both quick start programs and small-to-medium pre-packaged managed implementations. Reach out to contact@simplefisolutions.com for more information.

rapid-deployment-solution-screen-process-steps

SD Planning Rapid Deployment Solution includes:

  • Plan Sales at ANY level of detail – by business unit

  • Built on top of Standard SAP SD content – offers rapid deployment for S4 customers

  • Manage planned orders (volumes), pricing and revenue recognition assumptions all in one central driver-based tool; managed by Finance

  • Increase ability to do target setting and “what if” analysis

    • Using SAP Analytics Cloud built in calculation and disaggregation features

  • Increase accuracy – through finance review, collaboration, controls and smart insights

  • Project Metrics (typical):

    • Reduce efforts by 35%+ to publish the plan versus current tool (Excel)

    • Reduce planning cycle(s) by 25% or more

  • Industries: Technology, Utilities, Professional Services, Leasing, Mfg, Distribution, etc


Convert your planned Sales Orders and Open Orders into a Revenue plan using this prepackaged solution which includes:

  • Plan Admin and Set Up; Seed your drivers and Set Targets
    • Seed next year’s budget with historical volumes. Adjust based on growth targets
    • Seed budget with pricing assumptions (gross, discounts, rebates) based on prior year data. Adjust based on next year’s outlook
  • Order (unit) Plan
    • Order Entry – Set local targets; Plan Sales (Units) by month
rapid-deployment-solution-order-plan
  • Sales Planning: pricing and discount assumptions; Net Sales calculation
    • Plan Gross Price and Gross to Net Price items
    • Dollarize your plan (Calculate Gross and Net Sales)
rapid-deployment-solution-sales-plan
  • Revenue Planning: model sales recognition assumptions and calculate revenue
    • Input lead times or revenue recognition expectations by Material or Product Group
    • Convert Sales Orders and Open Orders to a Revenue Plan
    • Calculate based on planned sales, open orders and loaded expectations
rapid-deployment-solution-revenue-plan
  • Sales Dashboard and Review
    • Sales forecast dashboard
    • Standard grid reports for calculation review – included in template and report package
rapid-deployment-solution-sales-dashboard