Top-down planning enables setting high level goals to a metric, say Sales $ and spreading the updated value to lower levels in the hierarchy while keeping penetration (i.e. % of TTL) of each level the same.

Use Case

Say you want to grow the total Sales $ for April by 10%. You likely want to keep the contribution of each level in the hierarchy consistent. Top-down planning and spreading allows you to set the new total for Sales $ in April and spread the expected sales to each level in the hierarchy proportionally.

See below for how it works in action:

*Please note the Financial Planner module has since been renamed Merchandise Planning

Learn more about Locking and Spreading.

Time-based (horizontal) planning and spreading

Bottom-up planning

Locking and Spreading

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