Loading
Salesforce now sends email only from verified domains. Read More
Set Up Trade Promotion Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Example: Referencing Total Values of Other KPIs with Different Granularity

            You are here:

            1. Salesforce Help
            2. Docs
            3. Set up and Maintain Trade Promotion Management

            Example: Referencing Total Values of Other KPIs with Different Granularity

            You can reference the total value of a KPI with a different granularity to calculate the values of a KPI.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            Example
            Example Here are two KPIs:

            Sample KPIs

            Sample KPIs

            Here’s how the product-level values of My Referenced KPI are aggregated to the tactic level.

            KPIAggregation LevelTotalWeek 1Week 2Week 3
            My Referenced Promotion 930 130 140 660
            My Referenced Tactic 1 750 100 50 600
            My Referenced Product 1 500 100 0 400
            My Referenced Product 2 250 NULL 50 200
            My Referenced Tactic 2 330 90 120 120
            My Referenced Product 1 180 30 90 60
            My Referenced Product 3 150 60 30 60

            Here’s how My Example KPI is calculated based on the tactic-level values of My Referenced KPI.

            KPIAggregation LevelTotalWeek 1Week 2Week 3
            My Example Promotion 1.9887 0.4060 0.4302 1.1635
            My Example Tactic 1 0.9888 0.1333 0.0666 0.7999
            My Example Product 1 0.6666 (100/750) × 100 = 0.1333 0.0000 (450/750) × 100 = 0.5333
            My Example Product 2 0.3222 0.0000 (50/750) × 100 = 0.0666 (200/750) × 100 = 0.2666
            My Example Tactic 2 0.9999 0.2727 0.3636 0.3636
            My Example Product 1 0.5454 (30/330) × 100 = 0.0909 (90/330) × 100 = 0.2727 (60/330) × 100 = 0.1818
            My Example Product 3 0.4545 (60/330) × 100 = 0.1818 (30/330) × 100 = 0.0909 (60/330) × 100 = 0.1818
             
            Loading
            Salesforce Help | Article