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|name=Plan | |name=Plan | ||
|parent=SSO | |parent=SSO | ||
| − | |sort= | + | |sort=3100000 |
|level=1 | |level=1 | ||
|keywords=Sales, Plan, Revenue, Goals, Agent, Customer, Sales & Support | |keywords=Sales, Plan, Revenue, Goals, Agent, Customer, Sales & Support | ||
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
| 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 |
| ID | Name | Clear | x |
|---|---|---|---|
| CSF | Customer Specific Forecast | CSF | |
| F2P | Forecast-to-Plan | F2P | |
| I2O | Inquiry-to-Order | I2O | |
| S&OP | Sales & Operations Planning | S&OP |
| Process |
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|---|---|---|---|---|---|---|---|---|---|---|---|---|
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P |
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