Sales Actual Report

Return to Sales Model Overview.

This report shows financial data and amounts for sales processes that are stored in the Sales Planning cube. It focuses on the actual figures and compares these with other versions that come out of the Sales Planning cube. Amounts can be shown in local currency or converted into one of the target currencies.

Report Heading

The screenshot below points out the heading area of the Sales Actual report.The report heading updates dynamically as various reporting options are selected. The logo can be changed in Administration; see Configuring Design Elements for more on report design.

The heading area of the report displays the following fields:

Field	Description	Implementation
Title	Name of the report	Name of the report in Report Designer
Subtitle	Current PoV selection	Localized subtitle will update as PoV selections are made
Arrow	Toggle PoV widget	Click on the arrow to display or hide point-of-view selections

Point of View (PoV) Options

The content of the report can be customized using the PoV options, which can be viewed by clicking the blue arrow at the top of the report.

The available options are described below:

PoV Option	Description	Implementation
Version (Combobox)	Select one forecast for comparison.	`Version` dimension, filter for `Stylesheet` attribute equals `FC`
Month (Combobox)	Select a reporting period (can be a year, or a month in a given year).	Elements matching the pattern yyyy, FYyyyy, FYyyyy-MM, or yyyy-MM of `Month` dimension
Legal Entity (Combobox)	Select one single legal entity or any consolidated element.	`Legal Entity` dimension
Currency (Combobox)	Select local currency or one of the target currencies. The selection of local currency is only available for base elements or consolidated elements of the `Legal Entity` dimension having a common currency.	Elements of `Currency` dimension matching the pattern LC and elements starting with a `>` (e.g. `> EUR`). `LC` is only available if a local currency is stored (not empty) in the `Currency` attribute for the selected element of the `Legal Entity` dimension.
Article (Combobox)	Show article as localized name.	`Article` dimension descendants of a preselected element, implemented with hierarchy filter and data filter.
Customer (Combobox)	Show customer as localized name.	`Customer` dimension descendants of a preselected element, implemented with hierarchy filter and data filter.
Year-to-date (checkbox)	Display cumulated financial data.	Shows values for the selected month, otherwise value per yyyy-MM_YTD or FYyyyy-MM_YTD of `Month` dimension

Report Columns

The columns displayed in the report depend on the selections made in the PoV area. The screenshot below shows a report displaying Forecast 3+9.

Below are descriptions of the columns in the Sales Actual Report.

Notes:

The Year-to-date (YTD) columns are only visible if the Year-to-date option in the PoV area is checked.
The Forecast columns (FC x+y and FC x+y%) will not be visible if "no Forecast" is selected as Version in the PoV area.

Column	Description	Implementation
Row label	Account shown as localized name	Preselected global Subset `SalesPlanningCalculationScheme` of `Sales Planning_measure` dimension, implemented with hierarchy filter and data filter.
Area visualization of version	Fill and border style for version	Stylesheet attribute of `Version` dimension. Note: these border styles are not customizable.
PY PY YTD	Previous year value	`Previous Year` element of `Version` dimension
BU BU YTD	Budget value	`Budget` element of `Version` dimension
FC x+y FC x+y YTD	Forecast x+y value, the most recent forecast	Displays the element selected in "Version" Combobox; if "no Forecast" is selected, this column does not appear.
AC AC YTD	Actual figure	`Actual` element of `Version` dimension
ΔPY% ΔPY% YTD	Percentage change of `Actual` to `Previous Year`	(`Actual` - `Previous Year`) / `Previous Year`
ΔBU% ΔBU% YTD	Percentage change of `Actual` to `Budget`	(`Actual` - `Budget`) / `Budget`
ΔFC x+y% ΔFC x+y% YTD	Percentage change of `Actual` to the most recent forecast version	(`Actual` - `Forecast`) / `Forecast`

Updated August 23, 2024