1. SAP Glossary
  2. Energy Portfolio Management
  3. sales portfolio


What is sales portfolio in SAP IS-U-EPM - Energy Portfolio Management?


SAP Term: sales portfolio

  • Component: IS-U-EPM

  • Component Name: Energy Portfolio Management

  • Description: The portfolio that contains the planned power to be sold for a specific time interval usually for each quarter of an hour in the future.


Smart SAP Assistant

  • Key Concepts: 
    Sales portfolio is a component of the SAP IS-U-EPM Energy Portfolio Management module. It is used to manage and optimize the sales process of energy products and services. It enables users to create and manage sales portfolios, which are collections of energy products and services that can be sold together. It also provides tools for analyzing customer needs and preferences, as well as for creating and managing sales campaigns. 
    
    How to use it: 
    The Sales Portfolio component of the SAP IS-U-EPM Energy Portfolio Management module can be used to create and manage sales portfolios. This includes creating a portfolio of energy products and services, analyzing customer needs and preferences, and creating and managing sales campaigns. The Sales Portfolio also provides tools for tracking sales performance, such as tracking sales leads, orders, and revenue. 
    
    Tips & Tricks: 
    When creating a sales portfolio, it is important to consider the customer’s needs and preferences. This will help ensure that the portfolio is tailored to their specific needs. Additionally, it is important to track sales performance in order to identify areas for improvement. 
    
    Related Information: 
    The SAP IS-U-EPM Energy Portfolio Management module also includes other components such as Pricing & Contracting, Billing & Invoicing, and Customer Relationship Management (CRM). These components can be used in conjunction with the Sales Portfolio component to provide a comprehensive solution for managing energy products and services.
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