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Set Up Trade Promotion Management
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            Volume Planning Card Configuration

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            Volume Planning Card Configuration

            Understand the workflow involved in configuring the Volume Planning card (VPC).

            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 appears in the VPC. The Editable KPIs, whose values are dependent on each other, are grouped to form a compound KPI.
              Note
              Note

              You can create a KPI with the object scope that is tactic-independent, and configure the KPI to appear in the Volume Planning card.

              KPI NameDescription
              Base Volume or Baseline Represents the sales volume without any promotion. This value is sourced from account plan and can’t be edited in the VPC. So, this KPI is configured as a KPI of the Read record type.
              Incremental Volume Represents the increase in volume due to a planned promotion.
              Total Volume The sum of base volume and incremental volume. You can edit this KPI.
              Uplift % (Incremental volume / base volume) X 100. You can edit this KPI.

              For KPIs that represent a percentage, set Percentage as the value type. The values of these KPIs appear in the Volume Planning card along with the % symbol.

            2. Business admin adds the KPIs to a KPI set, and specifies a subset as VPC.
            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 selecting Promotion for Product Definition Level.
              • Enable the VPC for a promotion type by selecting the Display VPC check box.
              • Associate the KPI set to the promotion template by using the Calculation Configuration field.
              The Displayed Product Level field determines the levels at which products appear in the VPC. For example, if Displayed Product Level is set to the Category and Brand levels, the VPC shows two levels: Brand as it’s the lowest in the Displayed Product Level field and Product, which appears in the VPC.
              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. Key account manager creates a promotion by using the configured promotion template.
            5. Key account manager adds products to the promotion. If products aren’t added to a promotion, the VPC doesn’t display any data.
             
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