Professional Documents
Culture Documents
Cloud Service
Driver Based Planning
By Anuj Bhatnagar
www.bispsolutions.com
What is Driver Based Planning?
www.bispsolutions.com
Understanding Driver based Planning Practically
Revenue Drivers
Sales by Revenue - based on Volume, Pricing, Margin
Service Revenue - based on Sales Revenue
Operating Expense Drivers
Travel & Entertainment - based on no. of sales calls
Office Expenses - based on Headcount
www.bispsolutions.com
Setting-up Operating Expense Drivers
www.bispsolutions.com
Setting-up Operating Expense Drivers
In table-1 you can see how drivers values are setting-up. If there is any actual number
at previous year for OPEX accounts (Column E). Driver, Method, and Rate Pct for next
year for plan scenario will be populated (Column B, C, and D) from existing drivers
values (Column F, G, and H).
Table-1
www.bispsolutions.com
Setting-up Operating Expense Drivers
Business Rule: Operating Expenses Plan
www.bispsolutions.com
Setting-up Operating Expense Drivers
There will be different driver volume of each account based on the
driver value. i.e. for accounts having driver value 1, account will be
assigned Total Revenue (4001) of Working version (CurVersion) for
product computer equipment (P_TP1).
Table-2 and Table-3 are illustrating the code written above.
Table - 2
www.bispsolutions.com
Setting-up Operating Expense Drivers
Table -3
www.bispsolutions.com
Setting-up Operating Expense Drivers
Code written below is defining the driver Rate for all OPEX accounts for
all Sales entities based on the Method and Driver values for the account.
www.bispsolutions.com
Setting-up Operating Expense Drivers
www.bispsolutions.com
Setting-up Operating Expense Drivers
Table - 4 is depicting the examples for the code written above.
Table - 4
Planning Based on Driver Values
Code written in Red block is calculating the planned numbers for all
OPEX accounts based on the drivers, rate all Sales entities.
www.bispsolutions.com
Planning based on Driver values
Table - 5 is depicting the examples for the code written above.
Table 5
Planning Based on Driver Values
Thank You!!!
www.bispsolutions.com