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Set Up Trade Promotion Management
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            Create a CRM Analytics Template Configuration

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            3. Set up and Maintain Trade Promotion Management

            Create a CRM Analytics Template Configuration

            To cluster the accounts and product categories, create a CRM Analytics template configuration in Scoring Framework with Clustering template configuration type.

            Required Editions

            Available in: Professional, Enterprise, Unlimited, and Developer Editions with the TPM Revenue Prediction and Trade Promotion Management
            User Permissions Needed
            To create a CRM Analytics template configuration: AI Accelerator User
            Note
            Note Ensure that you have the TPM Revenue Prediction add-on license to configure and use the Forecast Baseline Sales Volume app.
            1. From Setup, in the Quick Find box, enter Industries Cloud Einstein, and then select Scoring Framework.
            2. In Scoring Framework, create a CRM Analytics template configuration that uses Clustering as the template configuration type.
            3. Select Train and Deploy, and if necessary, enter a description.
            4. To set up the clustering, select the required Trade Promotion Optimization (TPO) calendar and promotional dataset.
            5. Select the number of clusters that you want to create to group the Account-Category combinations.
            6. Select the number of years of data to include in the analysis.
            7. To create a CRM Analytics app for clustering the accounts and products categories, click Activate

            Users can create Clustering apps for multiple sales organizations by following the same steps, and using different datasets and calendars as necessary.

             
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