When to Use Growth Factors
Growth factors are commonly implemented to build expected growth trends into your forecast at a higher level
How to Create a New Growth Factor
Navigate to Sales → Growth Factors
Click "Create New Growth Factor" in the top right corner
Configure the following parameters:
Name: Enter a descriptive name for your growth factor
Product Level: Select the scope of application:
Product level
Product family
Product attribute
Customer Level:
Planning group level
Global customer level
Planning group attribute
Growth type:
Option 1: Phased Growth
Growth builds gradually over time to reach a specified percentage
When to use: Model sustained growth initiatives or market expansion
Option 2: Overlay Growth
Applies a constant percentage increase over a defined time period
When to use: Model discrete events with a start and end date
Start Date: When the growth factor begins
End Date: When the growth factor concludes
Growth Percentage: The target growth rate to be applied
Click "Apply" to preview the impact of your growth factor.
(Note: You can roll back previously confirmed growth factors)
Best Practices
Use descriptive naming conventions that include the event type, customer, and time period
Preview impact carefully before applying to ensure accuracy
Regularly review and update growth factors based on actual performance data