Bottom-up planning allows rolling up the impact of a change to higher levels in the hierarchy.

Use Case

When you grow Sales $ Womens / Footwear / Sneakers by 10%, this change should be rolled up all the way to your top line Sales $ target. The Bottom-up planning feature automates this rollup.

See below for how it works in action:

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

Top-down planning and spreading
Time-based (horizontal) planning and spreading

Locking and Spreading

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