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Set Up Trade Promotion Management
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            Create a TPM Account Plan View

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            3. Set up and Maintain Trade Promotion Management

            Create a TPM Account Plan View

            KAMs can create multiple account plan views, and each account plan view has a combination of filters that shows time frame, customer, and products. When a KAM creates an account plan from the Trade Calendar view, the Trade Calender view filters are auto-applied to the account plan view.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create an account plan view: CGCloud KAM
            1. From the App Launcher, find and select Trade Calendar.
            2. Click P&L.
              The account plan view for the customer appears.
            3. Click the gear icon.
            4. Click List View Controls | New.
            5. Enter a unique name, and then click OK.
              The system selects the new view as the current view.
            6. On the Define Your View panel, select and configure the required filters.
            7. Save your changes.

            Follow similar steps to copy, rename, and edit an account plan view from List View Controls.

             
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