Revision as of 21:35, 20 August 2020
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
| ID | Name | Level | x | | SSO | Sales and Support Operations | 0 | SSO |
| P | Plan | 1 | P |
| P1 | Plan Sales & Support Operations | 2 | P1 |
| P2 | Plan Sell | 2 | P2 |
| P3 | Plan Contract | 2 | P3 |
| P4 | Plan Assist | 2 | P4 |
Workflow
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