What is plan summary in SAP CRM-MKT-MPL-CBP - Customer Business Planning?

SAP Term: plan summary

• Component: CRM-MKT-MPL-CBP

• Component Name: Customer Business Planning

• Description: In addition to the Profit & Loss and Product Tree views, an overview is available that displays the plan data for a certain period. Each row displays the latest estimate of the selected key figures for a certain product category or product in the planning product hierarchy.

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• Key Concepts: 
  Plan Summary is a component of Customer Business Planning (CBP) in SAP CRM-MKT-MPL. It is used to create a summary of the customer’s business plan, which includes the customer’s goals, objectives, strategies, and tactics. The plan summary also includes the customer’s budget and timeline for achieving their goals. 
  
  How to use it: 
  To use Plan Summary, first create a customer business plan in SAP CRM-MKT-MPL. Once the plan is created, you can use Plan Summary to create a summary of the plan. This summary will include the customer’s goals, objectives, strategies, and tactics as well as their budget and timeline for achieving their goals. 
  
  Tips & Tricks: 
  When creating a plan summary in Plan Summary, it is important to make sure that all of the information is accurate and up-to-date. This will ensure that the customer’s business plan is properly represented in the summary. 
  
  Related Information: 
  For more information on Plan Summary and Customer Business Planning in SAP CRM-MKT-MPL, please refer to the SAP Help Portal or contact your local SAP representative.