Example: Referencing Other KPIs of Different Granularity
For some KPIs, you can reference the aggregated value of another KPI, for example, when
calculating the percentage of volume of the current tactic that is contributed by the current
product.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions where Consumer Goods
Cloud is enabled
Example Here are two KPIs:
Based on this configuration, here’s how the tactic-level volume figures are
calculated.
KPI
Aggregation Level
Total
Week 1
Week 2
Week 3
Volume
Promotion
1080
190
170
720
Volume
Tactic 1
750
100
50
600
Volume
Product 1
500
100
0
400
Volume
Product 2
250
Null
50
200
Volume
Tactic 2
330
90
120
120
Volume
Product 1
180
30
90
60
Volume
Product 3
150
60
30
60
Here’s the calculated values of My Example KPI.
KPI
Aggregation Level
Total
Week 1
Week 2
Week 3
My Example
Promotion
600
200
200
200
My Example
Tactic 1
300
100
100
100
My Example
Product 1
166.67
(100/100) × 100 = 100.00
(0/50) × 100 = 0.00
(400/600) × 100 = 66.67
My Example
Product 2
133.33
0.00
(50/50) × 100 = 100.00
(200/600) × 100 = 33.33
My Example
Tactic 2
300
100
100
100
My Example
Product 1
158.33
(30/90) × 100 = 33.33
(90/120) × 100 = 75.00
(60/120) × 100 = 50.00
My Example
Product 3
141.67
(60/90) × 100 = 66.67
(30/120) × 100 = 25.00
(60/120) × 100 = 50.00
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