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Set Up Trade Promotion Management
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          CRM Analytics App Assets

          CRM Analytics App Assets

          The CRM Analytics app that you created to write back forecasted baseline sales units contains preconfigured recipes that generate datasets.

          Required Editions

          Available in: Enterprise, Developer, Professional, and Unlimited Editions that have TPM Revenue Prediction and Trade Promotion Management enabled

          Recipes and Datasets

          The CRM Analytics app installed based on the template configuration that you created contains these preconfigured recipes.

          RECIPE DESCRIPTION OUTPUT
          Get Latest Forecasted Baseline Sales Units This recipe processes forecasted baseline sales unit data by appending, filtering, sorting, and aggregating. It creates a dataset that contains the latest forecast baseline sales units. Additionally, it generates another dataset to capture forecasted dates and weeks associated with these baseline sales units. The recipe writes both datasets to specified S3 object locations.
          • Latest Forecasted Baseline Sales Units Dataset
          • Forecasted Baseline Sales Units Dates and Weeks Dataset
          Get Latest Model and Dataset Details This recipe creates a dataset that consolidates the latest information about the model used for baseline sales predictions. The dataset includes the forecasted baseline sales values for various accounts and product categories. Latest Model and Dataset
          Note
          Note Select a preconfigured output connector to write back the latest forecasted baseline sales units. For the Latest Forecasted Baseline Sales Units Dataset node, provide the connection details, such as the connection name, and select Forecasted Sales as the object name. Similarly, for the Forecasted Baseline Sales Units Dates and Weeks Dataset node, select Forecast Week as the object name.

          Keep the data in your analytics app current by scheduling a recipe to update it regularly.

           
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