Promotion P&L View Configuration

Filtering Promotion P&L View

Use these filters to filter KPIs and product groups that appear in the Promotion P&L view.

Filter Name	Description
Product Level	Selects the product hierarchy level that appears in the Promotion P&L view. You can select only the product levels assigned to the relevant promotion template and the product value. Note The Promotion P&L view is sorted based on the selected product levels per their hierarchy. For example, if the selected levels are Category and Product, the grid is first sorted at the category level and then at the product level. If the selected level is Product, the grid is sorted at the product level.
KPI Set	Shows information based on KPI subset. You can select only one KPI subset from the filter at a time. After filtered, the Promotion P&L view shows the KPIs that are part of the KPI set related to the promotion template and belong to the subset selected in this filter.

Define Your KPI Definitions

Define the KPIs that must be shown in the Promotion P&L view. These settings are relevant:

• Description
• Enabled
• Sort
• Total Calculation Cumulative
• Value Type
• Total Calculation Rule
• Aggregation Rule
• Distribution Type
• Merge Rule

Create a KPI Set

Create a KPI set with usage set to Promotion, and add the KPI definitions to the KPI set. When you add KPI definitions to a KPI set, specify a subset. For example, Planning, Monitoring, or Finance.

After the KPI set configuration is updated, the configuration of individual KPI definitions included in the KPI set are added to the KPI set.

Update User Settings

You must assign one or more KPI subsets to the key account manager using the KPI Subsets field in User Settings.

Note

Only the KPI subsets assigned to the key account manager can be selected while filtering the Promotion P&L view.

Update Sales Org Settings

These settings are relevant for promotion calculation: