?? The last one of these I shared seemed widely helpful, so sharing another Go Live report landed in my inbox this week for an Anavate Partners + Anaplan project with a F200 technology company:
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? ???????????????? ???????????????? ??????????????????: The new Anaplan process enables a detailed breakdown of the forecast by global and local region, ensuring full engagement and accountability across all teams.
? ???????????????? ????????????????????: Supplier-to-sales rep mapping is automated through conditional logic, with a designated area for manual updates as required, supporting both Commercial and Public Sector teams.
? ???????? ?????????????? ??????????????????????: Sales Managers input their forecast data directly into the Anaplan Core Finance app, which is seamlessly brought into the Sales Pipeline app. The integration cadence will be determined based on user preferences, allowing Sales Managers and sales team to efficiently digest and execute against the forecast.
? ??????/???????? ?????????????????? ?????? ???????????? ????????????: Teams can define a ratio split for the current forecast by month, which feeds into Directors for necessary adjustments and refinement to support granular needs.
? ?????????????? ??????????????????????????: Directors are able to leave comments on their adjustments, with VPs having the ability to respond, fostering enhanced communication and decision-making transparency.
? ???????????????? ?????? ???????????????????? ??????????????: VPs have the capability to approve Director-level adjustments and forecasts. Upon final review, they can submit their forecast to the C-Suite.
PS - Image generated by DALL-E, after a good bit of prompting. Tough to get useful results!
#anaplan #fpanda #spm #finance #sales #golive #f500 #openai #dalle
