Understanding How KPI Values are Calculated from Sub Accounts

For sub account promotions that have KPIs for which Consider Sub Accounts is enabled, the system shows the measures of the sub accounts as an aggregated value at the KPI level.

Note KPI values are aggregated only for promotion calculations and the P&L sheet. Calculations based on account plans don’t support values at the sub account level.

The value for the KPI is read from the tables selected in the respective KPI.

KPIs are aggregated for sub account only when:

• Consider Sub Accounts is selected for the KPI.
• Sub Accounts Enabled is selected for the promotion template. If this option isn’t selected, then the system shows the KPIs without any values.

Here’s how data is aggregated from sub accounts for promotions:

• The system determines the included list of sub accounts for a promotion.
• The values for all the included sub accounts are read from the database table selected in the respective KPI.
• The system adds the values and shows the values based on sub accounts and not on the anchor customer.
• The system shows the aggregated values for the KPI in the promotion P&L and relevant promotion calculation grids.

Note If sub accounts aren’t selected or there aren’t any sub account for an anchor customer, then there‘s no results for the sub account measures. The KPI results are empty on the P&L sheet.

• Example: Calculating KPI Values from Sub Accounts
  This example explains how data is aggregated from sub accounts.