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Set Up Trade Promotion Management
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            Create Report Metadata

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            3. Set up and Maintain Trade Promotion Management

            Create Report Metadata

            Report metadata is a configuration JSON that controls the behavior of the report. Configure report metadata to define how data is filtered, aggregated, and shown in a report.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, Einstein 1, and Agentforce 1 Editions with Consumer Goods Cloud Trade Promotion Management and Data 360
            User Permissions Needed
            To configure a report metadata: CGCloud Real-Time Reporting Admin
            1. From the App Launcher, enter RTR, and then select RTR Report Configurations.
            2. Click New.
            3. Enter the name of the configuration.
            4. For Usage, select Data 360 Promotion Measures Export or Data 360 Account Measures Export.
            5. Select the sales organization that the report is created for.
            6. Save your changes.
            7. Enter a JSON configuration, and then click Save.

              Data 360 Promotion Measures Export (datacloudpromotionmeasuresmeta) JSON:

              • object: The name of the object: promotionmeasures.
              • measurecodes: The writeback KPI measure codes to export to Data 360.
              • datefrom::The export includes promotions that start on or after this date.
                     
              
                 {
                   "measurecodes": [
                     "VOLU",
                     "PRIC",
                     "MONE",
                     "NONE",
                     "TMON"
                   ],
                   "datefrom": "2025-01-01",
                   "object": "promotionmeasures"
                 }
             
                    

              Data 360 Account Measures Export (datacloudaccountplanmeasuresmeta) JSON:

              • object: The name of the object: accountplanmeasures.
              • measurecodes: The writeback KPI measure codes to export to Data 360.
              • datefrom: The export includes account plans that start on or after this date.
                     
              
                   {
                     "measurecodes": [
                       "APVO",
                       "APPR"
                     ],
                     "datefrom": "2024-01-01",
                     "object": "accountplanmeasures"
                   }
               
             
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