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Set Up Trade Promotion Management
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            Download an Account Plan P&L

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            3. Set up and Maintain Trade Promotion Management

            Download an Account Plan P&L

            Share key performance indicator (KPI) values for individual time periods and the total period of the account plan P&L view across product levels.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To export an account plan: CGCloud KAM
            1. From the App Launcher, find and select Trade Calendar.
            2. Click P&L.
              The account plan P&L view for the customer appears.
            3. Select and configure the required filters.
            4. Save your changes.
            5. In the upper-right section of the page, click Download.
              Data shown from the account plan is exported to a CSV file. If no product levels are selected in your account plan P&L view, data for all product levels is exported.

            See Also

             
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