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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

            Create a CRM Analytics app using the Writeback Forecasted Baseline Sales Units template.

            Required Editions

            Available in: Enterprise, Developer, Professional, and Unlimited Editions that have TPM Revenue Prediction and Trade Promotion Management enabled
            User Permissions Needed
            To create and manage CRM Analytics apps: Manage CRM Analytics Templated Apps
            1. From the App Launcher, find and select Analytics Studio.
            2. Click Create, and then select App.
            3. Select Writeback Forecasted Baseline Sales Units, and then click Continue.
            4. Review the preview page, and then click Continue.
            5. Choose to create an app or use settings from an existing app, and then click Continue.
            6. Select the Amazon S3 output connection that you configured to write back the forecasted baseline sales units. Make this selection only when S3 Writeback is required.
            7. Select Forecast Dataset 1 and Forecast Dataset 2 containing details of the forecasted baseline sales units. Make this selection only if you've opted for the Amazon S3 output Connection.
            8. Select Model and Dataset 1 and Model and Dataset 2 containing details of the model that predicted the baseline sales and the dataset that has the forecasted baseline sales value for accounts and products.
            9. Enter a name for your app, and then click Create.
            • Creating the app takes a few minutes. To view your app after the process is complete, refresh the page.
            • Users can create multiple Writeback Forecasted Baseline Sales Units apps for different sales organizations. However, the recipe considers only two apps for writing back. If additional apps are required, users can edit the recipe to meet their unique business requirements.
            • The recipes currently support two datasets for both baseline and uplift calculations. If any additional datasets are required, the user needs to edit the respective recipes.
            Note
            Note To write the datasets back to S3, ensure that the corresponding recipes are updated. Edit the recipes to reflect the necessary dataset configurations.

            See Also

             
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