Getting Started with the Sales Model
Return to Sales Model Overview.
To get familiar with the Sales model you can install it with a sample configuration which includes sample data. Please note that you need to install the Jedox platform and the Demo content before installing models with sample data. You can find directions on how to configure the model with sample data in Setting Up the Sales Model. The model can also be set up without sample data. Follow the steps below to configure the model and populate it with your company's data.
The steps below explain how to configure the model and populate it with your own data.
Note that the instructions below are based on using an Excel workbook to collect relevant data and figures into worksheets and uploading them into the Jedox database. Jedox offers you a variety of ways to achieve the same goal, e.g. editing elements manually in the Modeler, defining a job in the Integrator to connect to your ERP. In the context of this article, we'll stick to using the Excel workbook - feel free to use the most appropriate method for your needs.
The Sales model comes with an Excel Workbook containing a sample configuration as well as sample data. You will find this in Jedox Web > Report Designer > Models
> Sales/Files/Sample Data/Sales sample data
. Save a copy of this workbook (using Export from the context menu) locally, edit it to replace the sample configuration and data with your own.
You can configure dimensions, as well as cubes by uploading your modified Excel workbook into the model you're working with via the steps below:
- Open Modeler > [Database Name] > Dimensions or Cubes > [Dimension's or Cube's name] and choose
Upload file
from the context menu. - The Dimension/Cube Upload Wizard opens which guides you through the steps.
- Select the modified copy of the workbook from your local file system. For details, see Uploading and Downloading Dimensions.
Use the essential steps below for configuring the model and modifying individual worksheets in the Excel workbook:
1. Set up Model |
Install the model without sample data. For directions, see Setting Up the Sales Model. |
2. Set up Languages |
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3. Add Legal Entities |
Legal Entity is a required dimension for the presentation of reports, it identifies a company or a group of companies within a report. You can edit it within the |
4. Add Products |
Products are articles or services that your company sells. You can add them to your Sales Model by updating the Article worksheet. Upload the worksheet to the Article dimension within the model. Make sure to add your company product hierarchy to the worksheet under the :parent and :child columns. Use the standard settings provided by the upload wizard to populate this dimension. |
5. Add Customers |
You can add customers to your Sales Model by updating the Customer worksheet. Upload the worksheet to the Customer dimension within the model. Make sure to add your company product hierarchy to the worksheet under the :parent and :child columns. Use the standard settings provided by the upload wizard to populate this dimension.
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6. Add Sales Channels |
Sales Channels are the ways you bring your product or service to customers.You can add Sales Channels to your Sales Model by updating the Sales Channel worksheet. Upload the worksheet to the Sales Channel dimension within the model. Use the standard settings provided by the upload wizard to populate this dimension. Note that the Sales Channel dimension is found only in the Sales cube. |
7. Configure Sales Measures |
Sales measures are financial results of your company based on income earned and costs. You can add Sales measures to your Sales Model by updating the Sales_measure worksheet. Upload the worksheets to the Sales_measure dimension within the model. Make sure to add your company Sales measure hierarchy to the worksheet under the :parent and :child columns. Use the standard settings provided by the upload wizard to populate this dimension. |
8. Configure Sales Planning Measures |
Sales Planning measures are financial results of your company based on income earned and costs, which includes your current Sales measures and can include existing plans as well. You can add Sales Planning measures to your Sales Model by updating the Sales Planning_measure worksheet. Upload the worksheet to the Sales Planning measure dimension within the model. Make sure to add your company Sales Planning measure hierarchy to the worksheet under the :parent and :child columns. Use the standard settings provided by the upload wizard to populate this dimension.
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9. Configure Sales Order Status |
Sales Order Status describes the state of your company orders.You can add Sales Order Status to your Sales Model by updating the Sales Order Status worksheet. Upload the worksheet to the Sales Order Status dimension within the model. Make sure to add your company order status hierarchy to the worksheet under the :parent and :child columns. Use the standard settings provided by the upload wizard to populate this dimension. |
10. Adjust Time Span |
The time span of the model can be adjusted to fit your organization's historical data and planning horizon in the Time Editor tab of the Month dimension. |
11. Change Forecast Versions |
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12. Set Up Currency Conversion |
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13. Configure Workflow |
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14. Add Logo |
Replace the Jedox logo within the web reports to your company logo. See Configuring Design Elements. |
15. Change Cell Styles |
Modify the default cell styles within the web reports to your company style. See Configuring Design Elements. |
At this point basic configuration is complete! Follow the steps below to use the models:
16. Initial Data Import |
To import actual figures (e.g. historical data up to the most recent month) and the existing plans, use Upload file on the Sales and Sales Planning cube.
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17. Import Actual Figures |
To import actual figures on a monthly basis you can use Upload file on the Sales cube. This is a quick way to get started, but if you want, for example, to enable daily reporting, you can extend this functionality by using an Integrator job that connects directly to your finance system or ERP and loads in automatically.
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18. Review the Actual Figures |
If you've imported actuals, multiple currencies may be required within the system before reviewing the figures. Access the Import Exchange Rates form within the Exchange Rates input screen to import the exchange rates into the system. Once that is completed, use the Sales Actual report to review current reporting positions in both local and target currencies. |
19. Do Mid-Term Planning |
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20. Create your Budget |
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21. Do your Forecast |
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Updated July 31, 2024