Sales Costs and Contribution Margin Report

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Return to Sales Model Overview

This report shows financial data and amounts for sales processes that are stored in the Sales Planning cube. It focuses on planning for several planning versions, such as Budget and Forecast versions, and several sales cost types, such as Sales Commissions, Delivery Charges, and Fixed Costs.

Example:

Amounts can be shown in local currency or converted into one of the target currencies. Data entry requires the selection of a single legal entity and the local currency.

Report Heading

The screenshot below shows the heading area of the Sales Costs and Contribution Margin 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  

Show/hide 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 a planning version.

Version dimension, filter for Stylesheet attribute equals BU and FC

Year (combobox)

Select a reporting period.

Elements matching the pattern yyyy or FYyyyy 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)

Select one single article or any consolidated element.

Article dimension

Customer (combobox)

Select one single customer or any consolidated element.

Customer dimension

Comparison Forecast (combobox)

Select one forecast for comparison.

Version dimension, filter for Stylesheet attribute equals FC

Suppress Zero Lines (checkbox)

Hides accounts with no data in the current selection

Data filter factors the following elements:

  • Previous year, Budget, Forecast x+y, Actual elements of Version dimension
  • Element of Month dimension related to settings in Month combobox
  • Elements of Legal Entity dimension related to selected value in Legal Entity combobox
  • Elements of Currency dimension related to selected value in Currency combobox
  • Elements of Article dimension related to selected value in Article combobox 
  • Elements of Customer dimension related to selected value in Customer combobox 
  • Value for slice operator 0 or 9999999

Monthly (checkbox)

Possibility to plan data for a single month or a period of time

Elements of Month dimension matching special pattern

Show Article No. (checkbox)

Check this option to display the account number along with the account name in the row column label.

Switches between Name or ID_Name attribute of Article dimension

Report Columns

The columns displayed in the report depend on the selections made in the PoV area. The screenshot below shows a report with Budget version, Comparison Forecast 3+9, and Monthly selected. 

Below are descriptions of the columns in the Sales Costs and Contribution Margin Report.  Note: the month columns are only visible if the “Monthly” option in the PoV area is checked. 

Column Description Implementation

Row label

Articles and sales figures shown as localized names

Article dimension displays all elements without preselection

Preselected global subset SalesPlanningCostandContributionMargin of Sales Planning_measure dimension, implemented with hierarchy filter and pick list manager.

Area visualization of version

Fill and border style for version

Stylesheet attribute of Version dimension. 

PY

Previous year value

Previous Year element of Version dimension

FC x+y

Forecast x+y value, the most recent forecast

Elements matching the pattern FC in Stylesheet attribute of Version dimension. 

FC x+y YOY%

Percentage change of Forecast x+y to Previous Year

 

Value

 

Financial amount of Sales Planning cube

Cell Locking

For all planning reports, data entry is only possible when a single legal entity and the local currency are selected. Cell locking prevents the entry of data in fields that draw on multiple sources.

Every account in the Sales Planning_measure dimension contains the PCalculation attribute, which defines the rule that is implemented on the element. When information is deposited in these attributes in the form of a B Rule, or the selected element is a C Element, cell locking is activated in the planning reports and data cannot be entered.

For example, in the screenshot below, the element Gross Revenue has information in PCalculation, so the option to write values in database will be denied in the planning report.

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