forecast 360 getting started - anaplan · pdf fileanaplan forecast 360 getting started guide...

Click here to load reader

Post on 13-May-2018

218 views

Category:

Documents

2 download

Embed Size (px)

TRANSCRIPT

  • Anaplan Forecast 360 Getting Started Guide

    Contact Support: support@anaplan.com Book an Anaplan App Coach Appointment1 of 32

    https://www.securedata-trans13.com/ap/anaplan/index.php?page=10https://www.securedata-trans13.com/ap/anaplan/index.php?page=10https://www.securedata-trans13.com/ap/anaplan/index.php?page=10

  • ContentsWELCOME TO ANAPLAN SALES FORECAST 360 3

    BASIC SALES FORECAST 360 SET UP 5

    TIME 6

    VERSIONS 6

    USERS 9

    LISTS & ROLL-UPS 10

    EDITING & CONTROLLING LISTS & ROLL-UPS 10

    LISTS AND ROLL-UPS MODES 11

    ACCESSING THE BLUEPRINT OF A LIST/ROLL-UP 12

    LISTS/ROLL-UPS THAT NEED USER ACTION 12

    HOW TO ENTER LIST/ROLL-UPS ITEMS MANUALLY 13

    HOW TO ENTER HIERARCHY/LIST ITEMS VIA IMPORT 16

    OVERVIEW OF HIERARCHY/LISTS POPULATED AUTOMATICALLY 17

    GET READY TO IMPORT 18

    CHECKING & VIEWING THE MAPPED FIELDS 20

    FILTERING & OTHER CONDITIONAL SETTINGS FOR IMPORT 23

    BUILDING A FILTER FORMULA 25

    PERFORMING THE IMPORT 27

    STEPS AFTER A SUCCESSFUL IMPORT 29

    MAP ORGANIZATION & SALES REPS LISTS 29

    SET SALES STAGE ASSUMPTIONS 30

    ENTERING SALES REPS DETAILS 31

    CONGRATULATIONS! 32

    Anaplan Forecast 360 Getting Started Guide

    Contact Support: support@anaplan.com Book an Anaplan App Coach Appointment2 of 32

    mailto:support@anaplan.commailto:support@anaplan.comhttps://www.securedata-trans13.com/ap/anaplan/index.php?page=10https://www.securedata-trans13.com/ap/anaplan/index.php?page=10

  • WELCOME TO ANAPLAN SALES FORECAST 360Welcome and thank you for your interest in Anaplan.

    The easiest way to get set up in Anaplan is to book an on-line appointment with one of our Anaplan App Coaches. Simply log into our system, choose Forecast 360 First Time Set Up and the system will guide you through the rest. All you need to do then is sit back and wait for your App Coach to phone you, at your convenience to get you set up in minutes.

    If youd like to get started now, read on.

    At any t ime , f rom wi th in Anaplan, you need help, or want to talk to us, were here for you.

    Drop down the help menu to see your options, or live chat with us by selecting the Talk to a real person link on the blue banner.

    Firstly, some housekeeping.

    Where you see this symbol Pay a little extra attention - its important in the App.

    Where you see this symbol We list important information you need to know

    Heres what to gather before we move on; Your salesforce.com Enterprise Edition or above user name and password Your salesforce.com security token. This is the security mechanism used by salesforce.com,

    to ensure your data is safe. Anaplan adheres to the same security standards and so requires it when you import data from your salesforce.com system into Anaplan.

    salesforce.com gives customers with Enterprise Edition and up, access to the APi to access solutions such as Anaplan. If you are using Contact Manager, Group or Professional Editions you will have to either add APi access to your edition or upgrade to Enterprise Edition and above.

    Anaplan Forecast 360 Getting Started Guide

    Contact Support: support@anaplan.com Book an Anaplan App Coach Appointment3 of 32

    https://www.securedata-trans13.com/ap/anaplan/index.php?page=10https://www.securedata-trans13.com/ap/anaplan/index.php?page=10mailto:support@anaplan.commailto:support@anaplan.comhttps://www.securedata-trans13.com/ap/anaplan/index.php?page=10https://www.securedata-trans13.com/ap/anaplan/index.php?page=10

  • Heres how to get hold of your security token if you do not already have access to it:

    First, log into salesforce.com using your user name and password.

    Then, from the home screen, click the set-up link.

    Once in the set up screen, click the link marked reset my security token.

    Dont worry, youre not re-setting any security settings in the salesforce.com system, or doing anything you shouldnt. This is your personal token for accessing salesforce.com.

    All you have to do now is wait for an email that will come from salesforce.com that will tell you what your token is. Make a note of it and keep the email safe.

    We are now ready to get started in Anaplan.

    Anaplan Forecast 360 Getting Started Guide

    Contact Support: support@anaplan.com Book an Anaplan App Coach Appointment4 of 32

    mailto:support@anaplan.commailto:support@anaplan.comhttps://www.securedata-trans13.com/ap/anaplan/index.php?page=10https://www.securedata-trans13.com/ap/anaplan/index.php?page=10

  • BASIC SALES FORECAST 360 SET UPIn order to get the most out of Anaplan Sales Forecast 360 well need to import data from salesforce.com. Before we do that, there are some settings we need to personalize for your business.

    Navigate to the Settings tab.

    Once on the settings tab, youll see a list on the left hand side. As you select an item in the list its contents appear on the right, just like in Windows Explorer or Apple Finder. Well deal with each one in turn.

    Anaplan Forecast 360 Getting Started Guide

    Contact Support: support@anaplan.com Book an Anaplan App Coach Appointment5 of 32

    mailto:support@anaplan.commailto:support@anaplan.comhttps://www.securedata-trans13.com/ap/anaplan/index.php?page=10https://www.securedata-trans13.com/ap/anaplan/index.php?page=10

  • TIMETime in Anaplan is set and maintained centrally in the Time section.

    Adding additional past and future years can have wide implications. Before attempting to change the default values, please chat to an Anaplan App Coach first by either clicking on Live Chat or booking an on line appointment.

    VERSIONSVersions in Anaplan and Sales Forecast 360 represent the point in time you need to take a freeze-frame of the forecast in salesforce.com. Typically, many companies review the sales forecast each week with their sales managers and reps. They take the monthly or quarterly forecast out of salesforce.com each Friday or Monday and try and compare it to the way the forecast looked the previous week. So versions represent a point in time when you are reviewing the forecast, comparing this review to a previous review to see how the forecast changes over time.

    Unlike salesforce.com, Anaplan keeps all your history each time you import salesforce.com data so you can easily see the changes. You dont need to bring in the forecast every week; you may do this monthly, in which case your versions will be named differently.

    Anaplan Forecast 360 Getting Started Guide

    Contact Support: support@anaplan.com Book an Anaplan App Coach Appointment6 of 32

    Set the first month of your fiscal year here. For January, enter 1, for July, enter 7 etc etc.

    Set the your current fiscal year. For 2010, enter FY10, for 2011, enter FY11.

    These are used if you need to plan back or ahead any number of years. For now, just keep the values at their default of 0. Sales Forecast 360 only deals with the current years forecast.

    mailto:support@anaplan.commailto:support@anaplan.comhttps://www.securedata-trans13.com/ap/anaplan/index.php?page=10https://www.securedata-trans13.com/ap/anaplan/index.php?page=10

  • Select the versions link in settings. Youll see this screen asking you to double click to edit the name.

    You will not have to do anything with the Current, Actual and Start columns. Those are set for you in the system.

    Anaplan Forecast 360 Getting Started Guide

    Contact Support: support@anaplan.com Book an Anaplan App Coach Appointment7 of 32

    Heres an example of versions that uses dates in the quarter. Here its Q1 and the forecast is taken each Friday, denoted by a date.

    mailto:support@anaplan.commailto:support@anaplan.comhttps://www.securedata-trans13.com/ap/anaplan/index.php?page=10https://www.securedata-trans13.com/ap/anaplan/index.php?page=10

  • If you have more weeks in the current quarter you can easily add another line.

    Anaplan Forecast 360 Getting Started Guide

    Contact Support: support@anaplan.com Book an Anaplan App Coach Appointment8 of 32

    Heres an example of versions that uses week numbers in the quarter. Here its Q1 and the forecast is taken each week of the quarter, denoted by a week number.

    mailto:support@anaplan.commailto:support@anaplan.comhttps://www.securedata-trans13.com/ap/anaplan/index.php?page=10https://www.securedata-trans13.com/ap/anaplan/index.php?page=10

  • Be careful what you name your versions. The module in Anaplan that displays your opportunities also displays the months they are forecasted for. Combining a versions dimension that is just called weeks, with months maybe confusing. Try to use the @ prefix if possible to avoid confusion.

    USERSIts easy to share Anaplan with anyone. We recommend doing this after you have set the system up, but heres how you do it, once youre ready to add other people.

    Anaplan Forecast 360 Getting Started Guide

    Contact Support: support@anaplan.com Book an Anaplan App Coach Appointment9 of 32

    Click Add user

    Enter the new user details as well as select if you would like them to be able to access Anaplan and change settings or not. If you do not check Workspac

View more