See the Promotion P&L View
The Promotion P&L view shows the weekly values of a promotion's key performance indicators (KPIs) for each week of the promotion period and the total value for the entire promotion period. To configure the KPIs that you want to show, associate a KPI set with the promotion template.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
The Promotion P&L view shows these columns.
You can use the tree structure in the Promotion P&L view to expand and collapse intermediate levels (rows). In the collapsed form, each row in the grid represents a KPI and shows the total and weekly values of that KPI at the promotion level. The order in which the KPIs appear depends on the sort order defined for the KPI definitions in the KPI set.
This table explains the levels that are available in the Promotion P&L view.
| Level | Level Name | Description |
|---|---|---|
| 0 | KPI | Total and weekly values at the KPI level. The KPI values are shown according to the round value that's defined in the KPI definition. |
| 1 | Tactic |
Total and weekly KPI values for each tactic that's included in the current promotion. The tactics are sorted alphabetically. The tactics that are added, but not saved to the promotion, are also considered. |
| 2 | Product Group | Total and weekly KPI values at any four of these levels of the product hierarchy (in
addition to the product level):
Use the Product Level filter to select the levels that you want to show in the Promotion P&L view. However, the system aggregates the product groups based on the parent relation (defined in the products) and Used Reference Date. Note The system sorts product
groups alphanumerically based on Description 1 in the language configured for the current
user. The product groups that are added, but not saved to the tactics, are also
considered. |
| 3 | Product |
Total and weekly KPI values for each product. Valid products are products that are valid at that specific time. If a promotion is committed, all products are retained even if they become invalid. As a result, you can add only new products to committed promotions but the existing ones can’t fall out. Even if they become invalid, all the existing products are available to show and to calculate committed promotions. However, only valid products are shown and considered for calculation for promotions in any other phase. This is applicable only for promotions with the condition creation feature enabled. |
If the Value Type field of the corresponding KPI definition is selected as Percentage, the system shows the KPI values with a % symbol.
You can also configure the page to show consumption and shipment values of the KPIs. You can configure these rows (each as an individual KPI) for every KPI to show at either the product level or product group level:
- Predicted: The page obtains the values in this row from Processing Services. These are the predicted KPI values for the promotion period. These are KPIs of the type Read or Calculated.
- Override: This row appears for Editable KPIs. Ensure that you manually enter values in this row.
- Effective: This row contains values from either the Predicted or Override row. The values in the Override row have precedence over Predicted values. The page uses Effective values to calculate promotion KPIs.
If the Consider BOMs option is selected in the BOM Handling field of a promotion template:
- The BOM header products are shown with a collapsible arrow mark (by default collapsed). BOM
component products are visible when the BOM header product is opened from a collapsed state,
such that:
All products that are assigned as product part to one of the valid BOM header products
No restriction due to KAM status or Account Product List for the BOM component products
If a BOM component product is excluded from the promotion as standard product, it’s still valid
- The Promotion P&L displays an additional column BOM (between Product Code and Product Description columns), with a bold check mark for all BOM header products and normal check mark for all BOM component products.
