Trade Promotion Effectiveness Analytics Dashboards
Trade Promotion Effectiveness Analytics provides Promotion Analysis and Tactic Analysis dashboards built on a semantic data model in Data 360, with an extended model you can customize with your own parameters and measures.
Required Editions
Analyze promotion performance and evaluate trade spend effectiveness to make data-driven decisions for future promotions.
The dashboards use the Extended Trade Promotion Analytics semantic data model in Data 360 to compare planned versus actual KPIs and identify top and bottom-performing promotions, tactics, and products.
Available in: Lightning Experience Available in: Enterprise, Performance, and Unlimited Editions where Trade Promotion Management and Data 360 is enabled |
Trade Promotion Effectiveness Analytics provides two dashboards to analyze completed and ongoing promotions: Promotion Analysis and Tactic Analysis.
Trade Promotion Effectiveness Analytics provides two semantic data models.
- Trade Promotion Management Analytics: This base model is locked for edits. The app automatically updates this model during upgrades.
- Extended Trade Promotion Management Analytics: You can customize this extended version by adding your own parameters and measures. App upgrades preserve your customizations.
Dashboard Features
Both dashboards share these features.
- Global filters: Filter data by sales organization, account, promotion status, promotion slogan, time period, product category, brand, and promotion template. Note: Time period filters display business periods only when their start date falls within the selected time range.
- Two-KPI comparison: Select a Primary Measure and a Compare Measure. For example, compare planned versus actual values. View comparisons in time-series charts.
- Top and bottom-performing insights: View lists of top 10 best- and worst-performing items based on your selected KPIs.
- Standard KPIs: The dashboards display the standard KPIs included with the Trade Promotion Effectiveness Analytics. See Promotion Analysis Dashboard and Tactic Analysis Dashboard for standard KPI details.
To work with custom KPIs, see Customize Trade Promotion Effectiveness Analytics Dashboards.
- Promotion Analysis Dashboard
Analyze promotion-level performance to identify the top and bottom-performing promotions, products, and product categories. Use these insights to develop effective promotions during planning and track progress during execution. - Tactic Analysis Dashboard
Analyze tactic-level performance across multiple promotions to identify the most effective tactic types. Use these insights to compare spend effectiveness and optimize tactic selection for future promotions. - Customize Trade Promotion Effectiveness Analytics Dashboards
The standard dashboards and semantic data model (SDM) are immediately usable and generic by design. You can customize them to fit your specific business requirements.
