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Sales & Revenue planning in CCH Tagetik can be approached in many different ways, typically depending on the industry and size of the organization.

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Let's take a quick look. Directly from the main homepage end users can access the revenue planning templates with one simple click.

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In this example we're planning by customer and product with the ability to add brand new products for a specific customer,

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choosing from a very familiar drop down list. Right away the system creates a brand new section for the product we have just selected and the end users

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will now have the ability to add how many units they plan on selling for this specific product, leveraging simple zero based

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inputs or any of the CCH Tagetik's driver based capabilities, including planning percentages of discounts for selected months.

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Not only is it possible to plan at the individual customer and product level, but it is also possible to leverage the top-down planning capabilities of CCH Tagetik,

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for instance, to assign a target in terms of year-over-year increase or decrease of units being sold, or maybe to adjust our target in terms of average discount.

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For instance, let's say we want to be more aggressive with our discount policy and bump it up from 5.6% to 8%: all it takes

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is, type in the new number, leveraging this planning capabilities of CCH Tagetik and my total annual revenue number has now decreased to reflect the higher discount

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we're applying across the board. To complete the sales planning it is also possible to plan for the related cost of goods sold, or maybe for additional items such as 

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sales commissions as in this example: in this case we're looking at different account Reps and for each of them we're assigning a specific quote of the overall revenue by product family, 

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including also accelerators which will result in a dollar value of their commission, which of course will impact the total sales and revenue margin.