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Before You Begin
Before configuring the app, assign permission sets to administrators and users and activate CRM Analytics and the Scoring Framework.
- Assign admins the following permission sets:
- UseTPMRevenuePrediction
- TradePromotionMgmt
- CG Analytics Admin
- CRMA Admin
- AI Accelerator User
- Assign users the permissions required to view the dashboard.
- UseTPMRevenuePrediction
- TradePromotionMgmt
- CG Analytics User
- CRMA User
- AI Accelerator User
- Enable CRM Analytics.
- Enable Scoring Framework.
- Give the Analytics Cloud Integration User profile access to all fields in the app.
- Preparing and Uploading External Data
To forecast baseline sales volume, the machine learning model requires external data. Ensure that the required external dataset, CSV file, and the Trade Promotion Optimization (TPO) Calendar are available to configure the Baseline Sales Volume Forecast app. Use a CSV template file to load data from an external source. - Input Entities and Fields
Input entities and fields in the Baseline Sales Volume Forecast app.
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