What is plan overview in SAP (CRM-MKT-MPL-CBP - Customer Business Planning)?

SAP Term: plan overview

• Component: CRM-MKT-MPL-CBP

• Component Name: Customer Business Planning

• Description: The home screen of SAP or the first screen displayed when a customer business plan is loaded. This screen provides an overview of the plan by displaying the KPIs, reports, and a budget monitor.

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• Key Concepts: 
  Plan overview is a component of Customer Business Planning (CBP) in SAP. It provides an overview of the customer’s business plan and helps to identify potential opportunities and risks. It also allows users to track progress against the plan and make adjustments as needed. 
  
  How to use it: 
  Plan overview can be used to create a comprehensive view of the customer’s business plan. It allows users to view the plan in different formats, such as a timeline, a Gantt chart, or a table. Users can also add additional information, such as customer data, financial data, and sales forecasts. 
  
  Tips & Tricks: 
  When creating a plan overview, it is important to consider the customer’s goals and objectives. This will help ensure that the plan is tailored to their needs and that it is achievable. Additionally, it is important to review the plan regularly to ensure that it is still relevant and up-to-date. 
  
  Related Information: 
  For more information on Customer Business Planning (CBP) in SAP, please refer to the SAP Help Portal or contact your local SAP representative.