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Planning New Partners

Question asked by awaker on Mar 1, 2019
Latest reply on Mar 1, 2019 by tg_jbaetens

Hi Community,

 

seeking best advice again.

 

In our Bottom Up planning we ask our Sales Managers to forecast the following months on customer level. They have the oppportunity to forecast existing customers but also new (to be onboarded) customers. This looks pretty much like this:

 

I managed to get the Existing Customers to Board and enable planning there, however I would like to have the option to let the Sales Managers add potential New Customers as well.

 

Any idea on how to make that happen in Board?

 

Thanks and happy weekend.

 

Mathias

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