Account Participation & Competitor Insights Dashboard
Analyze account engagement during promotional periods by using the insights. You can access information on sales volume, value, and product placement compliance to evaluate promotional impact. Gain insights into your brand and product performance, and compare them with competitor categories, brands, or products to measure and monitor product effectiveness.
Required Editions
| Available with Consumer Goods Cloud Trade Promotion Management for an additional cost in: Enterprise, Performance, and Unlimited Editions |
The Account Participation & Competitor Insights dashboard includes Account Promotion Participation, Account Compliance, and Competitor Performance tabs. Use filters to identify accounts based on location, associated account, priority, company type, class of trade, promotion, and the selected period.
On the Account Promotion Participation tab, review the count of accounts that have participated in the promotion and their responses about product placement quality, such as correctness of location, whether the product is displayed, and the overall quality of the display. You can also drill down to the account details that you’re interested in.
On the Account Compliance tab, track the compliance of accounts with the promotions they are participating in. Use filters to identify accounts and view the details for the accounts you’re interested in.
On the Competitor Performance tab, compare your brands and products with the competitor based on price, promoted price, and product placement. Use filters to identify accounts based on location, associated account, priority, company type, class of trade, and a selected period. Expand the Competitor Asset Analysis section to see account responses regarding asset availability and to drill down to the details of accounts you’re interested in.
| Account Participation & Competitor Insights KPI | Description |
|---|---|
| Account participation | The latest response (Yes/No) from accounts, indicating their participation status in a promotion. |
| Past sales volume | The total sales volume for the past 6 months. |
| Past sales value | The total sales value for the past 6 months. |
| Display compliance | The latest response (Yes/No) regarding the product display compliance during the promotional period. |
| Display location | The latest response (Yes/No) that indicates whether the product display is at the correct location during the promotional period. |
| Quality of display | The latest response for account display compliance questions related to a promotion. |
| Avg Price | The average price of a product. |
| Avg Promoted Price | The average price of a product during the promotional period. |
| Avg Facings | The average number of times a product is observed or counted within a specific period. |
| Avg competitor price | The average price of a competitor’s product. |
| Avg competitor Promoted Price | The average price of a competitor’s product during the promotional period. |
| Avg competitor Facings | The average number of times a competitor’s product is observed or counted within a specific period. |
| Competitor asset presence | The latest response (Yes/No) that indicates whether a competitor’s product is observed during a specific period. |
| Facing compliance | The response (Yes/No) for the past 6 months, indicating whether the products are properly displayed and placed according to standards. |
| Price compliance | The response (Yes/No) for the past 6 months, indicating whether the product prices adhere to set guidelines or agreements. |
| Distribution compliance | The response (Yes/No) for the past 6 months, indicating whether the products are available in the designated distribution channels as planned. |
| Out of stock compliance | The response (Yes/No) for the past 6 months, indicating whether the account is monitoring and addressing instances where products are unavailable or out of stock. |
| Promotion compliance | The response (Yes/No) for the past 6 months, indicating whether the promotional activities and offers are implemented in the account as intended. |
| Overall compliance | The response (Yes/No) for the past 6 months indicating whether the account adheres to all relevant standards, guidelines, and agreements across various aspects of operations. |
