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Set Up Trade Promotion Management
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            Baseline Sales Volume Forecast by Using Scoring Framework

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            Baseline Sales Volume Forecast by Using Scoring Framework

            In Trade Promotion Optimization (TPO), the baseline sales volume forecast provides the expected sales or product performance without considering any promotional efforts. Use Scoring Framework to set up a CRM Analytics app for generating baseline sales volume forecasts for products.

            Required Editions

            Available in: Enterprise, Developer, Professional, and Unlimited Editions that have TPM Revenue Prediction and Trade Promotion Management enabled
            Note
            Note Ensure you verify the supported cardinality for your prediction model. The supported cardinality impacts the number of unique products and accounts that can be included in the model. For more information, see High Cardinality Alert.
            • Before You Begin
              Before configuring the app, assign permission sets to administrators and users and activate CRM Analytics and the Scoring Framework.
            • 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.
            • Apply Security Predicate to Your Datasets
              Apply security predicates to the relevant datasets by using Product Manager entity to restrict the users' access only to the products and customers assigned to them.
            • CRM Analytics App Assets
              The CRM Analytics app that you create to forecast baseline sales volume contains preconfigured recipes that generate datasets and a model. Use the dashboard to get insights into the forecasted baseline sales.
             
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