Within Financial Plans, the Sales feature is the first to get an upgrade in terms of visuals and data entry efficiency.
If the Sales Metric is turned on, Users will now see a 'tab' called Sales under Financial Plans. This view will show up to five years of Sales (past two years, current year and plan, plans for next two years). In addition, Users can view changes by Product Line, Brand, Region, etc. Finally, Account Plan elements will be shown to help ensure the Financial Analysis can be used to inform the Account Plan.
In addition to the new visuals, a new Data Entry experience is available to enter in Sales Data across multiple years in one screen. By hitting 'Edit' on the Sales Trend chart shown above, Users will get a grid of all of the Sales data for those five years across Product Groups and Buying Centers. Simply update the numbers on one place, hit Save, and the Chart will reflect the latest changes.
Finally, the Sales Tab will be available to be printed to PPT as part of the existing PPT Export Feature.
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