Mission:  Understand how the Original Plan numbers are generated vs how the Revised Plan numbers are generated.

Key Concept:  It is important to remember that the Buyers Performance report is an End of Month (EOM) report and not a Month to Date (MTD) report.  This means that it is not displaying current data, but rather looking at previous months data.  So to validated the data on the buyers performance report, you will need to use the Merchandise Plan (s), not the Plan on Demand.

Calculating Plan Original:  This calculation is actually the simplest calculation as you can get the data from a single report.  When you run the Buyer Performance report, you are going to be choosing a date range (by default it is 3months).  If you want to calculate the Original Plan value, you would simply run the Merchandise Plan for whatever the start date on the buyer performance report is, and then you would add together the values of the time span selected.  For example, if it is January and you run the Buyer Performance report with a starting period of September, then the Buyer Performance report would be Sept + 3months (October, November, December.  It does not include January as January would only be in MTD reports).  So if we wanted to calculate the Sales Plan Original value, for example, we would run the September Merchandise Plan, and look at the Sales Plan for October, November, December and add them together.  This would give you the Sales Plan Original number that is on the Buyers Performance Report.

Calculating Plan Revised:  This calculation is a little more difficult as it involves running multiple reports.  The purpose of this calculation is to track how the plans have changed over the time period selected.  Where the Plan Original values are linear (looking at one plan and what it forecasted for the future), the Plan Revised Values will use multiple reports to calculate how the Plan changed over time.  Using the same example above (where it is January and the time period selected for the Buyer Performance Report is September + 3months), we would need to run a September Merch Plan, an October Merch Plan and a November Merch Plan.  Using Sales again to get the Sales Plan Revised number, we would get the October Sales Plan number from the September Merch Plan (in our example, this would still be 177,920), but then we would get the November Sales Plan from the October Merch Plan, and the December Sales Plan from the November Merch Plan.  Here are some screenshots of those three Merch Plans for this same example:



As you can see from these 3 Merchandise Plans, the Sales Plan Revised would be 177,920 + 100,021 + 97,425 = 375,366

Final Thoughts:  We are using Sales Plan Original and Sales Plan Revised in our example calculations here, but these calculations also work for Inflow Plan Original and Inflow Plan Revised, you would just use the Inflow Plan values instead of the Sales Plan values.  Hopefully this helps you in understanding where the Buyer Performance Report gets its Original vs Revised Plan values.  If you have any questions and you'd like to reach out to support for help, please feel free to submit a support ticket and we would be happy to assist.

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