Distribute Targets

To facilitate the top-down and bottom-up approach for planning, you must Distribute or break down the target at the parent node in the hierarchy to the child nodes.  

Methods that are used to distribute top-down targets

  1. Do not distribute – the children do not inherit the target from the parent.
  2. Same value –  each child has the same targets. Here, the concept of totals is missing, which means if you add up all the children, you do not get the parent’s total.
  3. Equally – distribute the target equally among the children nodes.
  4. Ratio based on a field – take a metric/target, and distribute the target based on the % of the total that each child has. This method can be used to distribute expense targets based on how much revenue each child is contributing. 

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