Introduction to Funds
Funds are the financial resources allocated strategically to support trade and promotional activities aimed to drive profitable revenue growth.
Depending on the customer’s business process, funds planning and allocation could be an integral part of the company’s revenue growth management process.
Hence, funds configuration allows customers to opt and customize the RGM funds capability that suit their business needs.
Advantages of Funds in SAP Revenue Growth Management
- Feature toggle: Provide flexibility to SAP Revenue Growth Management customers to enable or disable funds
- Configure funds that align with the business process and finance department.
- Provides more control and capability to experiment new processes.
A KPI profile can include multiple KPIs that are available in the KPI configuration service.
A promotion type or an account plan type can have only one KPI profile assigned.
Once the KAM creates a promotion of that specific promotion type, only those KPIs that are added to the selected KPI profile are available on the UI to select and view. This helps streamline the set of KPI KAMs can view to aid the planning process.
However, a KPI profile can be assigned to multiple account plan types or promotion types, or both.
Scenarios Requiring Fund Activation and Configuration
What scenarios require fund activation and configuration?
- Business Requirement
- Opt-in if funds planning is integral to the RGM process
- Business Process Alignment
- Dimensions
- Customers
- Products
- Fund types
- Control over Funds Granularity
- Event level funds
- Granular breakdown of funds allocation to various fund types
