Sales Exercise

Overview

The Sales Exercises module defines the time structure and planning cycles used for Sales Budgets.

A Sales Exercise represents a budgeting framework, including:

Time periods (e.g., Annual, Quarterly, Monthly)
Start and end dates
Organizational scope

Sales Exercises are a mandatory prerequisite for creating Sales Budgets.

💡 They determine how budgets are distributed across time and ensure consistency in planning cycles.

Access Path

Sales Management → Opportunity → Sales Exercise

Sales Exercises – Landing Page

The landing page displays all configured Sales Exercises.

Each record represents a planning cycle that can be used when creating Sales Budgets.

Available Information

Field	Description
Name	Sales Exercise identifier
Company	Organizational scope
Start Date	Beginning of the planning cycle
End Date	End of the planning cycle

Creating a Sales Exercise

Step 1: Click “Add Sales Exercise”

Step 2: Define General Information

Field	Description
Name	Name of the Sales Exercise (e.g., Sales Budget 2026 [Annual])
Company	Defines the scope (tenant-wide or specific company)

Step 3: Save

Click Save or Save and New

Sales Exercise Detail View

Defining Periods

Each Sales Exercise is composed of one or more periods, which define how time is structured.

Periods Table

Field	Description
Name	Period name (e.g., Annual, Q1, January)
Start Date	Period start date
End Date	Period end date

How to Add Periods

Click Add New
Define:
- Period Name
- Start Date
- End Date
Save the configuration

💡 Multiple periods can be defined to support different planning granularities.

Key Functional Behavior

Sales Exercises define the time dimension for Sales Budgets
Periods created here are used directly in budget distribution
A Sales Budget cannot be created without a Sales Exercise
Period structure determines how budgets can be allocated and analyzed

Best Practices

Use clear naming conventions (e.g., Sales Budget 2026 – Monthly)
Ensure periods fully cover the intended time range
Avoid overlapping periods
Align period structure with business reporting needs
Keep consistency across exercises (e.g., always Monthly or always Quarterly)

💡 Tip

If periods are not available when creating a Sales Budget:

Check that:

The Sales Exercise is properly configured
Periods are defined and saved
Dates are valid and continuous

Sales Exercise vs Sales Budget

Understanding the distinction between Sales Exercises and Sales Budgets is key to correctly configuring the sales planning process.

Aspect	Sales Exercise	Sales Budget
Purpose	Defines the time structure of planning	Defines the financial targets
Focus	When the budget is applied	How much is assigned
Configuration	Periods (Annual, Quarterly, Monthly)	Amounts and distribution (Region, Seller)
Dependency	Independent configuration	Requires a Sales Exercise
Usage	Template for time-based allocation	Execution of sales planning
Level	Structural (framework)	Operational (data and values)

How They Work Together

The relationship between both modules follows a clear sequence:

Create a Sales Exercise
→ Define periods (e.g., Annual, Monthly)
Create a Sales Budget
→ Select the Sales Exercise
Distribute the Budget
→ Allocate amounts across:

- Periods
- Regions (optional)
- Sellers (optional)

Example

Sales Exercise: Sales Budget 2026 [Monthly]
→ Defines 12 monthly periods
Sales Budget: Budget 2026 – Europe
→ Assigns 3,000,000 USD
Distribution:
- Monthly → split across 12 months
- Regions → Europe North / South
- Sellers → Individual sales reps

💡 Key Takeaway

👉 Sales Exercise defines the structure
👉 Sales Budget applies the values

Both are required to build a complete and functional sales planning model.

Sales Budget
Sales Management Overview
Performance Tracking