Actions

P

Plan

Plan is the macro process representing the processes associated with establishing an estimation of sales volumes and/or sales revenue for current and future periods (the 'Sales Plan') and determining the actions required to achieve this plan. This typically includes assigning sales goals to internal and/or external sales agents. Sales & Operations Planning Forecast-to-Plan Inquiry-to-Order

Hierarchy

IDNameLevelx
SSOSales and Support Operations0SSO
PPlan1P
P1Plan Sales & Support Operations2P1
P2Plan Sell2P2
P3Plan Contract2P3
P4Plan Assist2P4

Term(s)

IDNameClearx
CSFCustomer Specific ForecastCSF
F2PForecast-to-PlanF2P
I2OInquiry-to-OrderI2O
S&OPSales & Operations PlanningS&OP

Workflow

FromInput(s)
Process
Output(s)To
wf_processwf_arrow
BuyerCustomer Forecast
P
wf_arrowwf_process
Demand ForecastP
Sales PlanS
Note: Common inputs and outputs are listed in alphabetical order. Other inputs and outputs may be required to support varying use cases.Plan Sales and Support Operations A00000 1 Sales, Plan, Revenue, Goals, Agent, Customer, Sales & Support Establishing an estimation of sales volumes and/or sales revenue for current and future periods (the plan) and determining the actions required to achieve 'the plan'. This typically includes assigning sales goals to internal and/or external sales agents