Sales Actual Report

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This report shows financial data and amounts for sales processes that are stored in the Sales Planning cube. It focuses on the actual figures and compares these with other versions that come out of the Sales Planning cube. Amounts can be shown in local currency or converted into one of the target currencies. 

Report Heading

The screenshot below points out the heading area of the Sales Actual report.The report heading updates dynamically as various reporting options are selected. The logo can be changed in Administration; see Configuring Design Elements for more on report design.

The heading area of the report displays the following fields:

Field

Description

Implementation

Title

Name of the report

Localized name of the report in Report Designer

Subtitle

Current PoV selection

 Subtitle will update as PoV selections are made

Arrow

Toggle PoV widget

Click on the arrow to display or hide point-of-view selections

Point of View (PoV) Options

The content of the report can be customized using the PoV options, which can be viewed by clicking the blue arrow at the top of the report.   

The available options are described below: 

PoV Option

Description

Implementation

Version (combobox)

Select one forecast for comparison.

Version dimension, filter for Stylesheet attribute equals FC

Month (combobox)

Select a reporting period (can be a year, or a month in a given year).

Elements matching the pattern yyyy, FYyyyy, FYyyyy-MM, or yyyy-MM of Month dimension

Legal Entity (combobox)

Select one single legal entity or any consolidated element.

Legal Entity dimension

Currency (combobox)

Select local currency or one of the target currencies. The selection of local currency is only available for base elements or consolidated elements of the Legal Entity dimension having a common currency.

Elements of Currency dimension matching the pattern LC and elements starting with a >  (e.g. > EUR).

LC is only available if a local currency is stored (not empty) in the Currency attribute for the selected element of the Legal Entity dimension.

Article (combobox)

Show article as localized name.

Article dimension descendants of a preselected element, implemented with hierarchy filter and data filter.

Customer (combobox)

Show customer as localized name.

Customer dimension descendants of a preselected element, implemented with hierarchy filter and data filter.

Year-to-date (checkbox)

Display cumulated financial data.

Shows values for the selected month, otherwise value per yyyy-MM_YTD or  FYyyyy-MM_YTD of Month dimension

Report Columns

The columns displayed in the report depend on the selections made in the PoV area. The screenshot below shows a report displaying Forecast 3+9. 

Below are descriptions of the columns in the Sales Actual Report.

Notes:

  • The Year-to-date (YTD) columns are only visible if the Year-to-date option in the PoV area is checked. 
  • The Forecast columns (FC x+y and FC x+y%) will not be visible if “no Forecast” is selected as Version in the PoV area.
Column Description Implementation

Row label

Account shown as localized name

Preselected global subset SalesPlanningCalculationScheme of Sales Planning_measure dimension, implemented with hierarchy filter and data filter.

Area visualization of version

Fill and border style for version

Stylesheet attribute of Version dimension. Note: these border styles are not customizable.

PY
PY YTD

Previous year value

Previous Year element of Version dimension

BU
BU YTD

Budget value

Budget element of Version dimension

FC x+y
FC x+y YTD

Forecast x+y value, the most recent forecast

Displays the element selected in “Version” combobox; if “no Forecast” is selected, this column does not appear.

AC
AC YTD

Actual figure

Actual element of Version dimension

ΔPY%
ΔPY% YTD

Percentage change of Actual to Previous Year

 (ActualPrevious Year) / Previous Year

ΔBU%
ΔBU% YTD

Percentage change of Actual to Budget

 (ActualBudget) / Budget

ΔFC x+y%
ΔFC x+y% YTD

Percentage change of Actual to the most recent forecast version

(ActualForecast) / Forecast

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