About Sales Activities

Sales activities are used in M3 DMP to label one or more changes made by a forecaster or administrator. This is a crucial concept in M3 DMP since you cannot create changes unless they are attached to a sales activity.

Sales activities are best understood as containers for changes that you can retrieve and modify in later forecast cycles.

Sales activities created in earlier forecast cycles are included in the forecast package of the creator. From the sales activity list, the forecaster can retrieve and edit the sales activity.

These edit functions are available for sales activities:

• Adjust the content of a sales activity
• Move a sales activity
• Scale a sales activity
• Delete a sales activity

You must label the changes made in the pivot sheet as a sales activity and attach them to a dataset. These are the advantages of selecting one change label over the other:

1. Attaching your changes as a sales activity is also completed as part of the change dialog box, but you need to select this method.
2. Once you select to attach your changes to a scenario as a sales activity, you must specify a name for your sales activity and select a change category, for example, promotion. Select a to do list item for your scenario part and specify a description of the changes in the sales activity.
3. You can also select an M3 reference, if available, and select an activity status. For example, enabled or ended.
4. The information you have included with your sales activity is then used by the sales activity list functionality.
5. You can get an overview of all sales activities, which are listed by shared characteristics. For example, name, dataset, and whether you need to accept or delete sales activities. The functionality also provides several actions you can take on the sales activities.
6. As an administrator, you can accept or reject a sales activity. Once rejected, the sales activity is no longer valid and must be resubmitted and accepted to be valid.
7. You can move a sales activity from one start date to another. This means that you can move the start date of a promotion.
8. You can scale the value of a sales activity to change the values in the affected cells in the pivot sheet. You can delete a sales activity, which removes it permanently from the scenario, or you can select to delete a sales activity history to make the changes part of the scenario. You can also access the changes in the pivot sheet.