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Set Up Trade Promotion Management
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          Cluster Accounts and Product Categories by Using Scoring Framework

          Cluster Accounts and Product Categories by Using Scoring Framework

          In Trade Promotion Optimization (TPO), segment sales data by historical patterns to form meaningful clusters for training prediction models. Use the Scoring Framework to configure a CRM Analytics app for clustering accounts and product categories. Clustering enhances the Baseline Model’s effectiveness in forecasting baseline sales by grouping products with similar sales volume and variance. This data segmentation results in more accurate and stable forecasts and eliminates the need to manually select accounts and products before installing the TPO Baseline App.

          Required Editions

          Available in: Enterprise, Developer, Professional, and Unlimited Editions that have TPM Revenue Prediction and Trade Promotion Management enabled
          • Before You Begin
            Before configuring the app, assign permission sets to administrators and users and activate CRM Analytics and the Scoring Framework.
          • Create a CRM Analytics Template Configuration
            To cluster the accounts and product categories, create a CRM Analytics template configuration in Scoring Framework with Clustering template configuration type.
          • CRM Analytics App Assets
            The CRM Analytics app that you create to cluster the accounts and product categories contains a preconfigured recipe that generates the dataset. Use the Account Clustering Insights dashboard to get insights into the account and product clusters.
           
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