Create a CRM Analytics Template Configuration
To get the forecast volume of baseline sales, create a CRM Analytics template configuration in Scoring Framework with Forecast Baseline Sales Volume (Trade Promotion Optimization) 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 Ensure that you have the TPM Revenue Prediction add-on license to configure and use the
Forecast Baseline Sales Volume app.
- From Setup, in the Quick Find box, enter Industries Cloud Einstein, and then select Scoring Framework.
- In the Scoring Framework, create a CRM Analytics template configuration that uses Forecast Baseline Sales Volume (Trade Promotion Optimization) as the template configuration type.
- Select Train and Deploy, and if necessary, enter a description.
- Select Customer Extensions as the object to train your model and get predictions for baseline sales.
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Select the custom fiscal date for predicting the baseline sales.
This step is optional if the fiscal setting is enabled in your org. For more information, see Data Prep Date Configuration.
- To set up the baseline sales forecast, select the forecast delay in weeks and the required Trade Promotion Optimization (TPO) calendar and promotional dataset.
- Select the sales organization that you want to forecast the baseline sales for.
- Select the accounts of the sales organization that you want to forecast baseline sales for.
- Select the product categories for the selected accounts.
- To identify seasonal products, select the seasonal sales period in weeks.
-
To identify seasonal patterns, select the seasonal threshold value.
Select both the seasonal week and seasonal threshold to identify the seasonal products.
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To include the impact of forward buy when predicting sales uplift, select the forward
buy adjust type option.
If selected, the forward buy effect in post-weeks is added to the baseline sales data, which is then used to train the uplift model. As forward buying leads to a decline in post-promotion sales, including it in the baseline results in a lower predicted uplift.
- Define the predefined target variable for your model. Select Sales Volume.
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Select input features from the CRM Analytics dataset or from the Customer Extensions
object that you selected for training and scoring.
For more information, see Input Features.
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To focus your predictions on a specific subset of the customer extensions data, define
filter conditions.
When configuring the baseline custom filter, select only the fields that you selected from the Customer Extensions object.
- Click Activate to create a CRM Analytics app for baseline sales volume forecast.
Users can create Forecast Baseline Sales Volume apps for multiple sales organizations by following the same steps, using different datasets and calendars as needed.
- Input Features
Select input features from a set of calculated values when you create the Forecast Baseline Sales Volume app.
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