Why didn't the new store get on the Sales Plan?
Plans are formed automatically if the system has data on sales, sales qty, profit, average receipt price
The calculation of the new plan is based on data only for closed months. If the store (product) is new and doesn’t have a sufficient number of closed months (3 months), it will not get to the generated plan.
To add a plan for a new store (product), the user has to:
go to the Data Console solution, the "Sales plans" page;
click on the vertical three dots next to the desired month and select "Reset plan".
After that, the system will generate a new plan with a new store (product) automatically, but with zero value of metrics. If necessary, the user can adjust them independently.
The calculation of the new plan is based on data only for closed months. If the store (product) is new and doesn’t have a sufficient number of closed months (3 months), it will not get to the generated plan.
To add a plan for a new store (product), the user has to:
go to the Data Console solution, the "Sales plans" page;
click on the vertical three dots next to the desired month and select "Reset plan".
After that, the system will generate a new plan with a new store (product) automatically, but with zero value of metrics. If necessary, the user can adjust them independently.
Updated on: 02/05/2023
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