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 in the pivot sheet as a sales activity and attach the labeled changes to a dataset. These are the advantages of selecting one change label over another:

1. Attach your changes as a sales activity as part of the Change dialog box, but you must 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, such as promotion. Select a to do list item for your scenario part and specify a description of the changes in the sales activity.
3. Select an M3 reference, if available, and select an activity status, for example, enabled or ended.
4. The system uses the information you include with the sales activity in the sales activity list functionality
5. Get an overview of all sales activities, which are listed by shared characteristics, such as name, dataset, and whether you must accept or delete sales activities. The functionality 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 Once rejected, the sales activity is no longer valid and must be resubmitted and accepted to be valid.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. Move a sales activity from one start date to another. This action means you can move the start date of a promotion.
8. 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. This action removes it permanently from the scenario. Alternatively, you can delete a sales activity history to make the changes part of the scenario. You can access the changes in the pivot sheet.