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+A method to planning sales
+----------------------------
+
+## Summary
+
+1. copy history
+
+    1. start with open orders
+    2. add orders as placed in past
+        1. true-up to current run rate
+            1. normalize price for current pricing
+                1. will need to idenitfy blocks in the base period that best represent pricing efforts
+                2. scale prior periods to match final pricing
+            2. exclude expired products/customers
+            3. scale new developments to reflect full-year (new products customers)
+            4. update cost to current
+            5. request date attainment performance
+    3. walk prior period sales to new baseline sales as change in run-rate
+
+2. build in changes to current run-rate
+
+    1. volume changes 
+    2. pricing changes
+    3. new products (must be defined in future at a mininum)
+    4. future cost changes
+    5. request date attainment
+
+
+
+| timeline                                     | day | running days | responsible |
+| -------------------------------------------- | --- | ------------ | ----------- |
+| **_establish run-rate sales_**               |     |              |             |
+| copy history                                 | 1   | 1            | executor    |
+| identify pricing windows                     | 1   | 2            | sales team  |
+| scale windows to match final                 | 1   | 3            | executor    |
+| identify expired products/customers          | 3   | 6            | sales team  |
+| eliminate expired volume                     | 1   | 7            | executor    |
+| identify new products/customers              | 3   | 10           | sales team  |
+| scale new to full year volume                | 1   | 11           | executor    |
+| **_load new plans_**                         |     |              |             |
+| layer in planned changes not yet implemented |     |              |             |
+| identify changes to existing volume          | 3   | 14           | sales team  |
+| load changes                                 | 1   | 15           | executor    |
+| identify changes in price                    | 3   | 18           | sales team  |
+| load changes                                 | 1   | 19           | executor    |
+| identify new products                        | 3   | 22           | sales team  |
+| load new                                     | 1   | 23           | executor    |