Questions about setting should level parent and units

Hello

We have a requirement for a sales manager for forecasting sales at level zero, for example
by the customer. And the regional manager to adjust the number at the territory level (parent).
Any ideas on the best way to do it.

For example:

Sales Manager input data to the Customer1, 2, 3, etc.
Regional director can adjust to Total_Territory, and then return the data to the bottom. Basically, crush
What was projected by the Sales Manager.

Total_Territory 9
| _Territory_A 4
| __Customer1 1
| __Customer2 1
| __Customer3 2
| _Territory_B 5
| __Customer4 3
| __Customer5 2

Can we use target version to apply it?
If we use the target version, can the user planned to Total_Territory even if there is a
data on the client (level 0)?

Any other ideas on how we can implement this requirement?

The second challenge is what is planned is not the amount, but unit.
If the regional manager you want to increase the target from 9 to 10.
where should we allocate the additional unit of 1 to? And we cannot have
Decimal into a unit.

Thank you

Lian

Hello
Out of curiosity, this could be an insurance company?
I would recommend separating the target and down at the top of the versions and show them the two side-by-side to the users. Let your manager territory defined targets on the target version, but don't let it substitute the numbers upward. You can view the gaps in a third column to alert the Director of sales and Territory Manager. Responsible for sales can be held accountable for the achievement of the objectives. In my view, precisely assign targets to individual customers requires a judgment call and sales only for this Manager. So, I recommend you to perform the calculation of the allowance to the version target.
Regarding decimals, if you create a fictitious client under each territory and mark them with an attribute or UDA, you can place the rest of the distribution of your integer to this member. It helps the sales managers to understand that there is an additional objective for the territory which is not shared among customers yet. If the structure that I would recommend would look like this:
Territory 1
-Territory 1 client buffer<--Dummy>
-Client 1
-Client 2
-etc.

See you soon,.
Alp

Tags: Business Intelligence

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