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You can customize this template by filling in a simple form, without editing a spreadsheet.
This is a small and simplified working sample of the Sales Planning template. A customizable template is a flexible model that you can adapt to your situation by filling in a simple form, without editing a spreadsheet or its formulas. For example, you can specify time range and time grain; number and names of items in a dimension (such as your products and product families); and include or exclude major features. The resulting spreadsheet matches your needs better than any standard template. Get a customized version of this template on our website.
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$1 $1 $1 $1 $1 $ $ $ $ $ $
09 9 09 09 10 0 10 10 20 0 20 20 20 20 20 1 20 20 20 Q 1 11
Q 1
Q 2
Q 3
Q 4
Q 1
Q 2
Q 3
Q 4
1 1 1 1 1 0 0 0 0 0 0
09 9 09 09 10 0 10 10 20 0 20 20 20 20 20 1 20 20 20 11
Q 1
Q 2
Q 3
Q 4
Q 1
Q 2
Q 3
Q 4
Q 1
Sales Units
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Q 2
Q 2
$1
$1
$1
$1
$1
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10
10
10
11
11
20
20
20
20 1
20
Q 3
Q 4
Q 1
Q 2
Q 3
10
10
10
11
11
Q 4 Q 4 20 11
20
20
20
20 1
Q 3
Q 4
Q 1
Q 2
Q 3
20
20
11
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Revenue History Input Units History Input Price History Input Variable Cost/Unit History Input
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Price List Plan Price Discount Plan Variable Cost per Unit - Plan
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Total Revenue Adjustment Location Adjustments Channel Adjustments Product Adjustments Industry Adjustments Two-Factor Adjustments
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Adj_Factor_Industry_Suggested Suggested Industry Factor Adj_Factor_Loc Adj_Factor_Loc_Suggested Adj_Factor_Prod Adj_Factor_Prod_Loc Adj_Factor_Prod_Suggested Adj_Factor_Total Adj_Factor_Total_Suggested Company_Name Contrib_Margin Contrib_Margin_pct Conv_Speed LHP LPP Max_Annual_Unit_Growth Max_B1_B0 Min_B1_B0 Price_Average Price_Average_Plan Price_Discount_pct Price_Discount_pct_History Price_Discount_pct_Plan Location Adjust Factor Suggested Location Factor Product Adjust Factor Prod-Loc Adjust Factor Suggested Product Factor Total Adjust Factor Suggested Total Factor Company Name Contribution Margin Contribution Margin % Convergence Speed Length History Periods Length Plan Periods Max Annual Unit Growth Rate Max B1/B0 (Yr) Min B1/B0 (Yr) Average Price $ Average Price $ Price Discount % Price Discount % Price Discount %
Data: Roll-up:
Global Global
Data: Data:
Global Global Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels
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Roll-up: Price_List Price_List_History List Price List Price Products, Locations, Channels Locations, Products, Channels Roll-up: Data: Roll-up: Price_List_History_In Price_List_Plan List Price History Input List Price Products, Channels, Locations Products, Locations, Channels Data: @Q1 2011: Data: Roll-up: Products_dim r_squared r_squared_No_Ssn Revenue Revenue_at_List_Price Revenue_at_List_Price_Plan Revenue_Growth Revenue_History Revenue_History_In Revenue_Plan Revenue_Plan_tsum_plt Rgrs_Ofst Ssn_Basis Std_Error_Y_Units Std_Error_Y_Units_No_Ssn Target_Rev_Chan Target_Rev_Ind Target_Rev_Loc Target_Rev_Prod Target_Rev_Total Time Products r squared r squared Revenue Rev at List Price Rev at List Price Rev Growth Revenue History Revenue History Input Revenue Plan Revenue Plan Regress Begin Offset Seasonal Basis Std Error Y (Units) Std Error Y (Units) Channel Revenue Target Industry Revenue Targets Location Revenue Target Product Revenue Target Total Revenue Target Time Products Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Channels, Industries Products, Locations, Channels, Industries Products, Locations, Industries, Channels Products Locations, Products, Industries, Channels Ssns Products, Locations, Industries, Channels Products, Locations, Industries, Channels Channels Industries Locations Products Global Global Data: Data: Data: Data: Data: Data: Roll-up: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data:
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Time_Plan_Period Units Units_B0 Units_B0_NoSsn Units_B0_StdErr Units_B0_StdErr_NoSsn Units_B1 Units_B1_Raw Units_B1_Raw_NoSsn Units_B1_Raw_StdErr Units_B1_Raw_StdErr_NoSsn Units_Bn_Ssn Units_Bn_Ssn_Raw Units_Bn_Ssn_Raw_StdErr Units_History Units_History_In Units_Plan Units_Plan_tsum_plt Units_Regress_Plan Units_Residual Units_Residual_NoSeasons Units_Residual_Raw Var_Cost_per_U
Time Period Sales Units Units History Intercept Units History Intercept Units B0 Std Error Units B0 Std Error Units History Slope Units History Raw Slope Units History Raw Slope Units B1 Std Error Units B1 Std Error Units Season Coeffs Units Season Raw Coeffs
Global Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Ssns, Products, Locations, Industries, Channels Ssns, Products, Locations, Industries, Channels
Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Data: Roll-up:
Units Season Coeffs Std Error Ssns, Products, Locations, Industries, Channels Sales Units History Sales Unit History Input Sales Units Plan Sales Units Plan Units Regression Plan Unit Regression Residual Units Residual No Seasons Unit Regression Residual Variable Cost / Unit Products, Locations, Industries, Channels Products, Locations, Channels, Industries Products, Locations, Channels, Industries Products Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations, Industries, Channels Products, Locations
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Var_Cost_per_U_History
Products, Locations
Data: Roll-up:
Var_Cost_per_U_History_In
Products, Locations
Data: Roll-up:
Var_Cost_per_U_Plan
Products, Locations
Variable_Cost
Variable Cost
Data:
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evenue_Plan-1)+1)*Adj_Factor_Chan)
enue_Plan-1)+1)*Adj_Factor_Industry)
enue_Plan-1)+1)*Adj_Factor_Loc)
venue_Plan-1)+1)*Adj_Factor_Prod)
ue_Plan-1)+1)*Adj_Factor_Total)
_Discount_pct_Plan)
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an)
PP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssn
PP)-1)), if(Rgrs_Ofst=1, linest(3, 0, true, ranget(Units_History, model_date(1, 1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=2, linest(3, 0, true, ranget(Units_History, model_date(1
(Units_History, 2)>0, LHP<5), 2, if(or(first(Units_History, 3)>0, LHP<6), 3, if(or(first(Units_History, 4)>0, LHP<7), 4, 5)))))
iods_per("Year")-1))
PP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssn
PP)-1)), if(Rgrs_Ofst=1, linest(3, 1, true, ranget(Units_History, model_date(1, 1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=2, linest(3, 1, true, ranget(Units_History, model_date(1
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PP)-1), ranget(Time, model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_da
_date(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(1, 0, true, ranget(Units_History, model_date(1, 1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=2, linest(1, 0, true, ranget(U
PP)-1), ranget(Time, model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_da
PP)-1), ranget(Time, model_date(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(2, 0, true, ranget(Units_History, model_date(1, 1), model_date(2, -LPP)-1), ranget(Time,
PP)-1), ranget(Time, model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_da
PP)-1), ranget(Time, model_date(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(1, 1, true, ranget(Units_History, model_date(1, 1), model_date(2, -LPP)-1), ranget(Time,
PP)-1), ranget(Time, model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_da
PP)-1), ranget(Time, model_date(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(2, 1, true, ranget(Units_History, model_date(1, 1), model_date(2, -LPP)-1), ranget(Time,
(1), model_date(2, -LPP)-1), ranget(Time_History, model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1), model_date(2, -LPP)-1), ranget(Ss
(1), model_date(2, -LPP)-1), ranget(Time_History, model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1), model_date(2, -LPP)-1), ranget(Ss
ndustry*Adj_Factor_Prod_Loc*1*1*1*1*1*Units_Regress_Plan)
st_per_U_Plan)
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Q4"], model_date(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(3, 0, true, ranget(Units_History, model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1
its_History, model_date(1, 3), model_date(2, -LPP)-1)), linest(3, 0, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1))))))
Q4"], model_date(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(3, 1, true, ranget(Units_History, model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1
its_History, model_date(1, 3), model_date(2, -LPP)-1)), linest(3, 1, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1))))))
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e(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(1, 0, true, ranget(Units_History, model_date(1, 1)
linest(1, 0, true, ranget(Units_History, model_date(1, 3), model_date(2, -LPP)-1)), linest(1, 0, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1)))))), if(Rg
e(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(2, 0, true, ranget(Units_History, model_date(1, 1)
ue, ranget(Units_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Time, model_date(1, 2), model_date(2, -LPP)-1)), if(Rgrs_Ofst=3, linest(2, 0, true, ranget(Units_H
e(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(1, 1, true, ranget(Units_History, model_date(1, 1)
ue, ranget(Units_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Time, model_date(1, 2), model_date(2, -LPP)-1)), if(Rgrs_Ofst=3, linest(1, 1, true, ranget(Units_H
e(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(2, 1, true, ranget(Units_History, model_date(1, 1)
ue, ranget(Units_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Time, model_date(1, 2), model_date(2, -LPP)-1)), if(Rgrs_Ofst=3, linest(2, 1, true, ranget(Units_H
_Basis["Ssns.Q3"], model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(1, dimitemnum("Ss
_Basis["Ssns.Q3"], model_date(1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(2, dimitemnum("Ss
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, ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns
, ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns
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nits_History, model_date(1, 1), model_date(2, -LPP)-1), ranget(Time, model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 1), model_date
del_date(2, -LPP)-1)))))), if(Rgrs_Ofst=0, linest(1, 0, true, ranget(Units_History, model_date(1), model_date(2, -LPP)-1), ranget(Time, model_date(1), model_date(2, -LPP)-1)
nits_History, model_date(1, 1), model_date(2, -LPP)-1), ranget(Time, model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 1), model_date
nest(2, 0, true, ranget(Units_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Time, model_date(1, 3), model_date(2, -LPP)-1)), linest(2, 0, true, ranget(Units_Histor
nits_History, model_date(1, 1), model_date(2, -LPP)-1), ranget(Time, model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 1), model_date
nest(1, 1, true, ranget(Units_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Time, model_date(1, 3), model_date(2, -LPP)-1)), linest(1, 1, true, ranget(Units_Histor
nits_History, model_date(1, 1), model_date(2, -LPP)-1), ranget(Time, model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 1), model_date
nest(2, 1, true, ranget(Units_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Time, model_date(1, 3), model_date(2, -LPP)-1)), linest(2, 1, true, ranget(Units_Histor
=1, linest(1, dimitemnum("Ssns")+1, true, ranget(Units_History, model_date(1, 1), model_date(2, -LPP)-1), ranget(Time_History, model_date(1, 1), model_date(2, -LPP)-1),
=1, linest(2, dimitemnum("Ssns")+1, true, ranget(Units_History, model_date(1, 1), model_date(2, -LPP)-1), ranget(Time_History, model_date(1, 1), model_date(2, -LPP)-1),
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P)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=2, line
P)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=2, line
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model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 1), model_
te(1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=1, linest(1, 0, true, ranget(Units_History, model_date(1, 1), model_date(2, -LPP)-1), ranget(Time, model_date(1, 1), model_date(
model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 1), model_
2, 0, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(Time, model_date(1, 4), model_date(2, -LPP)-1))))))
model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 1), model_
1, 1, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(Time, model_date(1, 4), model_date(2, -LPP)-1))))))
model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 1), model_
2, 1, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(Time, model_date(1, 4), model_date(2, -LPP)-1))))))
1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 1), model_date(2, -LPP)
1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 1), model_date(2, -LPP)
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-LPP)-1)), if(Rgrs_Ofst=2, linest(3, 0, true, ranget(Units_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 2), model_date(2, -
-LPP)-1)), if(Rgrs_Ofst=2, linest(3, 1, true, ranget(Units_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 2), model_date(2, -
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3"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=2, linest(1, 0, true, ranget(Units_Histo
model_date(1, 1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=2, linest(1, 0, true, ranget(Units_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Time, model_date(1, 2), m
3"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=2, linest(2, 0, true, ranget(Units_Histo
3"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=2, linest(1, 1, true, ranget(Units_Histo
3"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=2, linest(2, 1, true, ranget(Units_Histo
te(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 1), model_date(2, -L
te(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 1), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 1), model_date(2, -L
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el_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 2), model_date
el_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 2), model_date
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(1, 0, true, ranget(Units_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Time, model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_da
get(Time, model_date(1, 2), model_date(2, -LPP)-1)), if(Rgrs_Ofst=3, linest(1, 0, true, ranget(Units_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Time, model_
(2, 0, true, ranget(Units_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Time, model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_da
(1, 1, true, ranget(Units_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Time, model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_da
(2, 1, true, ranget(Units_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Time, model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_da
l_date(1, 1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=2, linest(1, dimitemnum("Ssns")+1, true, ranget(Units_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Time_H
l_date(1, 1), model_date(2, -LPP)-1)), if(Rgrs_Ofst=2, linest(2, dimitemnum("Ssns")+1, true, ranget(Units_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Time_H
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model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 2), model_date(2, -LPP)-1)), if(Rgrs_Ofst=3, linest(3, 0, true, ranget(Units_History, m
model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 2), model_date(2, -LPP)-1)), if(Rgrs_Ofst=3, linest(3, 1, true, ranget(Units_History, m
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_Basis["Ssns.Q1"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], mode
LPP)-1), ranget(Time, model_date(1, 3), model_date(2, -LPP)-1)), linest(1, 0, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(Time, model_date
_Basis["Ssns.Q1"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], mode
_Basis["Ssns.Q1"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], mode
_Basis["Ssns.Q1"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], mode
e(2, -LPP)-1), ranget(Time_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["
e(2, -LPP)-1), ranget(Time_History, model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["
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, true, ranget(Units_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2
, true, ranget(Units_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2
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(Ssn_Basis["Ssns.Q3"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 2), model_date(2, -LPP)-1)), if(Rgrs_Ofst=3, linest(1, 0, true
(Ssn_Basis["Ssns.Q3"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 2), model_date(2, -LPP)-1)), if(Rgrs_Ofst=3, linest(2, 0, true
(Ssn_Basis["Ssns.Q3"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 2), model_date(2, -LPP)-1)), if(Rgrs_Ofst=3, linest(1, 1, true
(Ssn_Basis["Ssns.Q3"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 2), model_date(2, -LPP)-1)), if(Rgrs_Ofst=3, linest(2, 1, true
-LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Ba
-LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 2), model_date(2, -LPP)-1), ranget(Ssn_Ba
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), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssn
), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssn
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(Rgrs_Ofst=3, linest(1, 0, true, ranget(Units_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Time, model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["S
(Rgrs_Ofst=3, linest(2, 0, true, ranget(Units_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Time, model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["S
(Rgrs_Ofst=3, linest(1, 1, true, ranget(Units_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Time, model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["S
(Rgrs_Ofst=3, linest(2, 1, true, ranget(Units_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Time, model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["S
e(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 2), model_date(2, -LPP)-1)), if(Rgrs_Ofst=3, linest(1, dimitemnum("Ssns")+1, true, ranget(Units_History, model_d
e(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 2), model_date(2, -LPP)-1)), if(Rgrs_Ofst=3, linest(2, dimitemnum("Ssns")+1, true, ranget(Units_History, model_d
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P)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 3), model_date(2, -LPP)-1)), linest(3, 0, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn
P)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 3), model_date(2, -LPP)-1)), linest(3, 1, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn
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-LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Bas
-LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Bas
-LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Bas
-LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Bas
anget(Units_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Time_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(
anget(Units_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Time_History, model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(
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_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 4), model_date(2, -LPP)-1), range
_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 4), model_date(2, -LPP)-1), range
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e(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 3), model_date(2, -LPP)-1)), linest(1, 0,
e(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 3), model_date(2, -LPP)-1)), linest(2, 0,
e(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 3), model_date(2, -LPP)-1)), linest(1, 1,
e(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 3), model_date(2, -LPP)-1)), linest(2, 1,
asis["Ssns.Q1"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_d
asis["Ssns.Q1"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_d
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model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 4), model_date(2, -LPP)-1)))))
model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 4), model_date(2, -LPP)-1)))))
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_date(2, -LPP)-1)), linest(1, 0, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(Time, model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Bas
_date(2, -LPP)-1)), linest(2, 0, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(Time, model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Bas
_date(2, -LPP)-1)), linest(1, 1, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(Time, model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Bas
_date(2, -LPP)-1)), linest(2, 1, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(Time, model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Bas
sn_Basis["Ssns.Q3"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 3), model_date(2, -LPP)-1)), linest(1, dimitemnum("Ssns")+1, t
sn_Basis["Ssns.Q3"], model_date(1, 3), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 3), model_date(2, -LPP)-1)), linest(2, dimitemnum("Ssns")+1, t
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e(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn
e(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn
e(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn
e(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn
st(1, dimitemnum("Ssns")+1, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(Time_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(S
st(2, dimitemnum("Ssns")+1, true, ranget(Units_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(Time_History, model_date(1, 4), model_date(2, -LPP)-1), ranget(S
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_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 4), model_date(2, -LPP)-1))))))
_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 4), model_date(2, -LPP)-1))))))
_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 4), model_date(2, -LPP)-1))))))
_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 4), model_date(2, -LPP)-1))))))
el_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 4), model_date(2, -LPP)-1), rang
el_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q1"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q2"], model_date(1, 4), model_date(2, -LPP)-1), rang
2"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 4), mo
2"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q3"], model_date(1, 4), model_date(2, -LPP)-1), ranget(Ssn_Basis["Ssns.Q4"], model_date(1, 4), mo
Adj_Factor_Chan_Suggested
Adj_Factor_Industry
Adj_Factor_Loc
Adj_Factor_Loc_Suggested
Adj_Factor_Prod
Adj_Factor_Prod_Loc
Adj_Factor_Prod_Suggested
Adj_Factor_Total
Adj_Factor_Total_Suggested
Company_Name Contrib_Margin
Contribution Margin % Convergence Speed Length History Periods Length Plan Periods Max Annual Unit Growth Rate
Max_B1_B0
Min_B1_B0
Price_Average
Average Price $
Price_Average_Plan
Average Price $
Price Discount % Price Discount % Price Discount % List Price List Price List Price History Input List Price Products r squared
r_squared_No_Ssn
r squared
Revenue Revenue_at_List_Price
Revenue_at_List_Price_Plan
Revenue_Growth
Rev Growth
Revenue History Revenue History Input Revenue Plan Revenue Plan Regress Begin Offset
Target_Rev_Chan Target_Rev_Ind Target_Rev_Loc Target_Rev_Prod Target_Rev_Total Time Time_History Time_History_Period Time_Period Time_Plan Time_Plan_Period Units Units_B0 Units_B0_NoSsn Units_B0_StdErr Units_B0_StdErr_NoSsn Units_B1 Units_B1_Raw
Channel Revenue Target Industry Revenue Targets Location Revenue Target Product Revenue Target Total Revenue Target Time Time History Time Period Time Period Time Plan Time Period Sales Units Units History Intercept Units History Intercept Units B0 Std Error Units B0 Std Error Units History Slope Units History Raw Slope
Units_B1_Raw_NoSsn
Units_B1_Raw_StdErr
Units B1 Std Error Units Season Coeffs Units Season Raw Coeffs
Units_Bn_Ssn_Raw_StdErr
Sales Units History Sales Unit History Input Sales Units Plan Sales Units Plan Units Regression Plan
Units_Residual
Units_Residual_NoSeasons
Units_Residual_Raw
Var_Cost_per_U
Var_Cost_per_U_History
Var_Cost_per_U_History_In
Var_Cost_per_U_Plan
Variable_Cost
Variable Cost
Dimension (item) Channels Direct Indirect Industries Direct Indirect Locations East West Prod_Loc_Seg Products Locations Channels Segments Total Products Drill_Press Ssns Q1 Q2 Q3 Q4
Display Item As Channels Direct Indirect Industries Direct Indirect Locations East West Prod Loc Seg Products Locations Channels Segments Total Products Drill Press Ssns Q1 Q2 Q3 Q4
Total As Total
Total
Industry Industry
Total
World Continent
Total
Total
Total
Season Season2
Comment Adjustment factor that alters regression forecast for all micro segments for a given sales channel, by channel. This factor helps the forecast to match targets submitted by channel managers. Suggested adjustment factor to alter regression forecast for all micro segments for a given channel segment, by channel. If the automaticallly-computed suggested adjustment factor is 0, this usually means that Revenue_Plan = 0, so no multiplicative adjustment factor can make the plan match any nonzero revenue target. The solution is to make the sales history nonzero, so that the sales plan will be nonzero, and the adjustment factor will change to a reasonable value. Adjustment factor that alters regression forecast for all micro segments for a given industry segment, by industry( or other segment). This factor helps the forecast to match targets submitted by segment managers. Suggested adjustment factor to alter regression forecast for all micro segments for a given industry segment, by industry (or other segment). If the automaticallly-computed suggested adjustment factor is 0, this usually means that Revenue_Plan = 0, so no multiplicative adjustment factor can make the plan match any nonzero revenue target. The solution is to make the sales history nonzero, so that the sales plan will be nonzero, and the adjustment factor will change to a reasonable value. Adjustment factor that alters regression forecast for all micro segments for a given location segment, by location. This factor helps the forecast to match targets submitted by location managers. Suggested adjustment factor to alter regression forecast for all micro segments for a given location segment, by location. If the automaticallly-computed suggested adjustment factor is 0, this usually means that Revenue_Plan = 0, so no multiplicative adjustment factor can make the plan match any nonzero revenue target. The solution is to make the sales history nonzero, so that the sales plan will be nonzero, and the adjustment factor will change to a reasonable value. Adjustment factor that alters regression forecast for all micro segments for a given product segment, by product. This factor helps the forecast to match targets submitted by product managers. Ajustment factor to alter regression forecast for each micro segment for a given product-location segment. This factor helps fine-tune the forecast to match targets submitted by product and location managers. Suggested adjustment factor to alter regression forecast for all micro segments for a given product segment, by product. If the automaticallly-computed suggested adjustment factor is 0, this usually means that Revenue_Plan = 0, so no multiplicative adjustment factor can make the plan match any nonzero revenue target. The solution is to make the sales history nonzero, so that the sales plan will be nonzero, and the adjustment factor will change to a reasonable value. Adjustment factor that alters regression forecast for all micro segments. This factor helps the forecast to match assumptions about total sales levels submitted by senior managers.
Suggested adjustment factor that alters regression forecast for all micro segments. If the automaticallly-computed suggested adjustment factor is 0, this usually means that Revenue_Plan = 0, so no multiplicative adjustment factor can make the plan match any nonzero revenue target. The solution is to make the sales history nonzero, so that the sales plan will be nonzero, and the adjustment factor will change to a reasonable value. Name of the company or business unit whose sales are being planned Contribution margin, obtained by subtracting variable costs from revenue. For example if the recorded variable costs include only cost of goods, then this is the gross margin. Contribution margin as a percent of revenue Determines how rapidly the suggested adjustment factors cause the forecast to converge to the targets for product and location segments. The length of the history time range expressed in model time periods The length of the plan time range expressed in model time periods The maximum annual growth rate that the regression forecast can predict without human override. If the regression specifieds a larger growth rate, the rate is reduced to this growth rate. The maximum value of B1/B0 in the regression forecast. If the ratio of coefficients excees this value, it is reduced to this ratio. This value is computed from the data, and it is not entered by the modeler. The minimum value of B1/B0 in the regression forecast. If the ratio of coefficients is less than this value, it is increased to this ratio. This value is computed from the data, and it is not entered by the modeler. The average selling price during the entire modeling period (historical period and planning period), for each product x location microsegment, by time period. Computed from price discount % and list price; not entered by the modeler. The average selling price during plan time, for each product x location microsegment, by time period. Computed from price discount % and list price; not entered by the modeler. The average price discount % for each product x location microsegment, for the entire model time (history and planning period) by time period The average price discount % for each product x location microsegment, for the historical period, by time period The average price discount % for each product x location microsegment, for the planning period, by time period List price for each product in each location, for entire model time (history and plan period), by time period List price for each product in each location, for historical time period, by time period List price for each product in each location, by historical time period. This table is laid out to facilitate entering database records directly. List price for each product in each location, by plan time period. The model uses historical values as defaults, which you can override. The names of products in the sales plan A regression statistic: r^2, the coefficient of determination. Equal to the fraction of total variance of sales that is captured by the regression trend line for each prodcut x location microsegment. A regression statistic: r^2, the coefficient of determination. Equal to the fraction of total variance of sales that is captured by the regression trend line for each prodcut x location microsegment, in the case of no seasonality Revenue, segmented by product and market segments, for entire model time (history and planning period) Theoretical revenue that would be generated by selling historical and planned sales units at full list price, segmented by product and location. Used to compute various price discount % variables. Theoretical revenue that would be generated by selling historical and planned sales units at full list price, during plan time. Segmented by product and location. Used to compute various price discount % variables. Revenue growth rates in each time period, segmented by products, locations and other segments
Revenue history, segmented by products and locations, by time period. Do not enter input data here, but rather in table 'Revenue History Input'. Revenue history, segmented by product, location, and by historical time period. This table is laid out to facilitate entering database records directly. Revenue plan, segmented by product, location, channel, and customer industry during plan time, by time period Revenue plan, segmented by product, summed over plan time The number of time periods that are omitted from the beginning of a regression because all the sales values are zero for these periods. Omitting these time periods from regression enables the regression to return a better estimate of growth (B1) of a new product that was introduced in the middle of the historical time period. The formula sets a maximum offset to ensure that the regression function always gets a mininum of two periods of input data. (Technical:) Basis functions for seasonality, entered into Linest regression function to capture seasonality A regression statistic: The standard error in the regression prediction of sales units, segmented by product, location, channels and segments A regression statistic: The standard error in the regression prediction of sales units, segmented by product, location, channels and segments, in the case of no seasonality Revenue target for each channel segment, submitted by channel managers, for the total planning period Revenue target for each location segment, submitted by location managers, for the total planning period Revenue target for each location segment, submitted by location managers, for the total planning period Revenue target for each product segment, submitted by product managers, for the total planning period Revenue target for total planning period, submitted by senior managers A variable that counts time in years, starting from the beginning of the planning period A variable that counts time in years in the historical period, where the last period of history time is zero Increasing counter for time periods in the history time range, where the first time period is numbered 1 Increasing counter for time periods in the model time range, where the first time period is numbered 1 A variable that counts time in years in the planning period, starting from the beginning of the planning period Increasing counter for time periods in the plan time range, where the first time period is numbered 1 Sales units, segmented by product and location, for the entire model time (history and planning period) A regression coefficient: the constant term in the regression of sales units history against time A regression coefficient: the constant term in the regression of sales units history against time A regression statistic: the standard error of the estimate of the constant term in the regression of sales units history against time A regression statistic: the standard error of the estimate of the constant term in the regression of sales units history against time The slope coefficient for the regresssion of unit sales history versus time, after the maximum and minimum allowable growth rates have been enforced A regression coefficient: the slope coefficient in the regression of sales units history against time. The coefficient is called "raw" because the maximum and minimum limits to growth have not yet been enforced. A regression coefficient: the slope coefficient in the regression of sales units history against time. The coefficient is called "raw" because the maximum and minimum limits to growth have not yet been enforced. A regression statistic: the standard error of the estimate of the slope coefficient in the regression of sales units history against time
A regression statistic: the standard error of the estimate of the slope coefficient in the regression of sales units history against time The coefficients for the seasonality terms in the regresssion of unit sales history versus time, after the sum of the seaonality coefficients has been forced to zero A regression coefficient: the coefficient for the seasonality terms in the regression of sales units history against time. The coefficient is called "raw" because the sum of the seasonality coefficients has not yet been forced to zero. A regression statistic: the standard error of the estimate of the coefficient for each seasonality term in the regression of sales units history against time. This variable is amont the first to have numerical overflows when sales units numbers get large. Such a condition does not impair the usefulness of the rest of the model. The history of unit sales, segmented by product, location and time period. Do not enter input data here, but rather in table 'Sales Unit History Input'. The history of unit sales, segmented by product, location, and historical time period. This table is laid out to facilitate entering database records directly. Sales units plan, segmented by product, location, channel and customer industry, and by time period Sales units plan, segmented by product, summed over plan time Sales units plan, segmented by product and location, for the plan period, before adjustment factors have changed the plan to better fit managers' targets. Variable Units_Plan (the sales units plan) is this variable after being multiplied by the appropriate adjustment factors to improve the fit with managers' targets. The residual error that separates the unit sales history from the 'constrained' regression trend line, segmented by product and location, by time period. This regression line is constrained by applying limits on the maximum and minimum growth rates for individual segments to the regression coefficients, by time period The residual error that separates the unit sales history from the regression trend line, when the seasonality terms have been removed from the regression for each segment, by time period The residual error that separates the unit sales history from the raw regression trend line, when the maximum and minimum growth limits are not applied to the regression coefficients for each segment, by time period Variable cost per unit sold, for each time period, for historical and plan time periods. Do not enter input data here, but rather in table 'Var Cost/ Unit History' and 'Var Cost/ Unit Plan'. You can include/exclude any variable costs you wish, such as cost of goods (direct material, direct labor other direct costs), selling costs, and transportation/logistics costs. The decisions you will make with the resulting contribution margins determine the costs you should include. Variable cost per unit sold, by product and time period, for historical and plan time periods. This table is laid out to facilitate entering database records directly. You can include/exclude any variable costs you wish, such as cost of goods (direct material, direct labor other direct costs), selling costs, and transportation/logistics costs. The decisions you will make with the resulting contribution margins determine the costs you should include. Variable cost per unit sold, by product and time period, for historical and plan time periods. This table is laid out to facilitate entering database records directly. You can include/exclude any variable costs you wish, such as cost of goods (direct material, direct labor other direct costs), selling costs, and transportation/logistics costs. The decisions you will make with the resulting contribution margins determine the costs you should include. Variable cost per unit sold, by product, for plan time periods. The template uses historical values by default, which you can override. You can include/exclude any variable costs you wish, such as cost of goods (direct material, direct labor other direct costs), selling costs, and transportation/logistics costs. The decisions you will make with the resulting contribution margins determine the costs you should include.
Variable cost by product-market segment, for each time period. Which costs to include is determined by your input the the variable 'Variable Cost / Unit'. Which costs you include depend on what decisions you will make with the resulting contribution margins.
Comment Sales Channels, such as inside sales force, wholesalers, outside sales reps
An additional segmentation dimension, commonly used to segment sales by customer industry. Also can represent customer size, new and old customers, ...
A list of the Dimensions for which suggested adjustment factors are computed
A list of the products and support services that are separately tracked in the analysis