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Set Up Trade Promotion Management
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            Spend Planning Card Configuration

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            3. Set up and Maintain Trade Promotion Management

            Spend Planning Card Configuration

            Understand the workflow involved in configuring the Spend Planning card (SPC).

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            1. Business admin creates KPI definitions for each KPI that you want to appear in the SPC. The editable KPIs whose values are dependent on each other are grouped to form a compound KPI.

              Here’s a list of KPIs that appear in the SPC.

              Note
              Note

              This isn’t an exhaustive list. You can create any KPI and configure it to appear in the SPC.

              KPI NameDescription
              Product PriceStandard price at which a product is sold to the retailer. This information is used by a planner.
              Planned Total VolumeRepresents the planned volume for a promotion. This information is maintained in the Volume Planning card.
              Fixed CostEntered by a planner if a tactic uses a lump sum compensation model. Based on the configuration (equal, metric, or copy), the system distributes the lump sum cost and calculates the Planned Fixed Spend.
              Variable CostEntered by a planner if a tactic uses a rate per case or percentage per case compensation. The system copies the value and calculates the Planned Variable Spend.
              Planned Fixed SpendThe total cost of the tactics that use the lump sum compensation model.
              Planned Variable SpendThe total cost of a tactic that uses a rate per case or percentage per case compensation model. This value is calculated by multiplying the rate with the planned total volume.
            2. Business admin adds the KPIs to a KPI set and specifies the subset as SPC.
            3. Business admin creates a promotion template or configures an existing template. Business admin can do these configurations:
              • Enable product management at the promotion level by setting Promotion for Product Definition Level.
              • Enable the SPC for the promotion tactics by selecting the Display SPC check box.
              • Associate the KPI set created with the promotion template by using the Calculation Configuration field.
              The Displayed Product Level field determines the levels at which products are shown in the SPC. For example, if the Displayed Product Level field is set to Category and Brand levels, the SPC shows two levels: Brand as it is the lowest in the Displayed Product Level field and Product, which is additionally displayed in the SPC.
              Note
              Note If no product levels are selected in Displayed Product Level, the system shows the product levels configured in Available Product Level of the Promotion Template along with the product level. However, if no product levels are selected in both Displayed Product Level and Available Product Level, the system shows the product level that is configured in the Promotion Aggregation Level setting of the sales org along with the product level.
            4. Business admin creates a tactic template with the Display KPI Subset option set to the subset to be used.
            5. Key account manager creates a promotion with the configured promotion template.
            6. Key account manager adds a tactic to the promotion with the configured tactic template.
            7. Key account manager adds products to the promotion. If products aren’t added to the promotion, the SPC doesn’t show any data.
             
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