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Set Up Trade Promotion Management
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            Embed Analytics for Trade Promotion Effectiveness

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            1. Salesforce Help
            2. Docs
            3. Set up and Maintain Trade Promotion Management

            Embed Analytics for Trade Promotion Effectiveness

            The Trade Promotion Effectiveness app includes dashboards that you can embed and access in Lightning Experience pages.

            Required Editions

            Available with Consumer Goods Cloud Trade Promotion Management for an additional cost in: Enterprise, Performance, and Unlimited Editions

            For general instructions, see Embed Dashboards in Lightning Pages.

            Example
            Example

            To embed the Account Performance Summary dashboard on the Customer Business Plan page, use the this string in the Filter String box.

            {
	"datasets": {
		"CG_TPE_AccountPlan": [{
			"fields": ["Account.Id"],
			"filter": {
				"operator": "in",
				"values": ["$cgcloud__Account__c"]
			},
			"locked": null,
			"hidden": null
		}, {
			"fields": ["sales_org"],
			"filter": {
				"operator": "in",
				"values": ["$cgcloud__Sales_Org__c"]
			},
			"locked": null,
			"hidden": null
		}]
	}
}
            Example
            Example

            To embed the Tactic Performance dashboard on the Advanced Promotions page, use this string in the Filter String box.

            {
	"datasets": {
		"CG_TPE_Tactic": [{
			"fields": ["sales_org"],
			"filter": {
				"operator": "in",
				"values": ["$cgcloud__Sales_Org__c"]
			},
			"locked": null,
			"hidden": null
		}, {
			"fields": ["Account.Id"],
			"filter": {
				"operator": "in",
				"values": ["$cgcloud__Anchor_Account__c"]
			},
			"locked": null,
			"hidden": null
		}, {
			"fields": ["Promotion.cgcloud__Promotion_Template__c"],
			"filter": {
				"operator": "in",
				"values": ["$cgcloud__Promotion_Template__c"]
			},
			"locked": null,
			"hidden": null
		}]
	}
}
            Example
            Example

            To embed the Product Performance dashboard on the Advanced Promotions page, use this string in the Filter String box.

            {
	"datasets": {
		"CG_TPE_Promotion": [{
			"fields": ["sales_org"],
			"filter": {
				"operator": "in",
				"values": ["$cgcloud__Sales_Org__c"]
			},
			"locked": null,
			"hidden": null
		}, {
			"fields": ["Account.Id"],
			"filter": {
				"operator": "in",
				"values": ["$cgcloud__Anchor_Account__c"]
			},
			"locked": null,
			"hidden": null
		}, {
			"fields": ["Promotion.cgcloud__Promotion_Template__c"],
			"filter": {
				"operator": "in",
				"values": ["$cgcloud__Promotion_Template__c"]
			},
			"locked": null,
			"hidden": null
		}]
	}
}
            Example
            Example

            To embed the Assortment Analysis dashboard on the Assortments page, use this string in the Filter String box.

            {
	"datasets": {
		"CG_TPE_AccountPlan": [{
			"fields": ["Related.StoreAssortment.AssortmentId"],
			"filter": {
				"operator": "in",
				"values": ["$Id"]
			},
			"locked": null,
			"hidden": null
		}]
	}
}
             
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