Trade Promotion Effectiveness

Trade Promotion Effectiveness (TPE) is a CRM Analytics solution for Consumer Goods Trade Promotion Management (TPM). It provides data-driven dashboards to analyze trade promotion data, evaluate the effectiveness of a promotion, and make decisions for future promotions. By improving trade promotion tactics, you can increase sales and revenue, improve customer satisfaction, and gain a competitive advantage in the marketplace.

• Licenses and Permissions
  The Analytics for TPE is available only for CG TPM users. It requires either a Revenue Intelligence for CG or CRM Analytics for CG add-on license.
• Considerations for Setting Up Trade Promotion Effectiveness
  To retrieve data from TPM, configure the MuleSoft Accelerator for Consumer Goods with TPE APIs.
• Set Up Trade Promotion Effectiveness
  All actions required to set up TPE dashboards are executed from a guided setup in TPM.
• Recipe in Trade Promotion Effectiveness
  Keep the data in your analytics app current by scheduling a recipe to update it regularly.
• Embed Analytics for Trade Promotion Effectiveness
  The Trade Promotion Effectiveness app includes dashboards that you can embed and access in Lightning Experience pages.
• Create Other Versions of Trade Promotion Effectiveness
  Create other versions of Trade Promotion Effectiveness app using Analytics Studio so that your team members can use the version that meets their needs. You can create as many versions as you need.
• Leverage Mulesoft for Data Integration
  Use Mulesoft as a middleware to integrate data for TPE analytics.
• Spend and Tactic Analysis Dashboard
  Analyze the tactics used in promotions by the spend types and Return on Investment.
• Account Participation & Competitor Insights Dashboard
  Analyze account engagement during promotional periods by using the insights. You can access information on sales volume, value, and product placement compliance to evaluate promotional impact. Gain insights into your brand and product performance, and compare them with competitor categories, brands, or products to measure and monitor product effectiveness.
• Volume Analysis Dashboard
  Analyze the performance of products and various product levels in an account by comparing the actual and planned sales volume and revenue, to identify the areas that need attention.
• Embedded Dashboards
  The Trade Promotion Effectiveness app includes dashboards that Salesforce administrators can embed in specific Lightning Experience pages.
• Key Performance Indicators
  The definitions and calculations of key metrics used in the Trade Promotion Effectiveness Analytics.