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Set Up Trade Promotion Management
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            CRM Analytics App Assets

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            3. Set up and Maintain Trade Promotion Management

            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.

            Required Editions

            Available in: Professional, Enterprise, Unlimited, and Developer Editions with the TPM Revenue Prediction and Trade Promotion Management

            Recipe and Dataset

            RECIPE DESCRIPTION OUTPUT
            Clustering_Category_Full_Recipe This recipe enhances the Customers' ERP dataset by integrating Standard Objects to aggregate data at the Account Category level. Then, it clusters the account categories into a specified number of clusters as selected by the user, producing the final clustered dataset. Cluster_Category_Level_Final_DS

            Account Clustering Insights Dashboard

            Use the Account Clustering Insights Dashboard to analyze account clusters in detail based on sales volume, clusters, and products. Gain a comprehensive overview of total clusters and account-product combinations, and assess the impact of each cluster on various measures.

            • Account Cluster Insights Dashboard
              Use the Account Cluster Insights dashboard to analyze cluster performance based on sales volume metrics. Assess the impact of the volume and metrics on overall sales and view detailed summaries, including account-cluster relationships and key performance indicators.
             
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