Understanding How KPI Values are Calculated

Consumer Goods Cloud Trade Promotion Management (TPM) uses key performance indicators (KPIs) to measure performance at the promotion and account plan level.

KPIs that evaluate promotions are calculated and shown in the Promotion Summary Sheet grid. In addition, you can evaluate a promotion using the KPIs displayed in the Volume Planning, Spend Planning, and Scenario Planning cards.

The KPIs used at the account plan level are calculated and shown in the Account Plan grid. In addition, promotions are calculated either asynchronously or using a batch process. An account plan is calculated only with a batch process.

• Understanding How KPI Values are Calculated for Promotions, Account Plan, and Customer Business Plan
  The aggregation settings in your KPI definitions control how Key Performance Indicators (KPIs) are distributed and aggregated in your promotions, account plan, and customer business plan.
• Understanding How Helper Functions Calculate KPIs
  This example explains how the helper function calculates KPIs.
• Understanding How KPI Values are Calculated from Sub Accounts
  Read measures, such as volume and cost, can be aggregated from lower levels and used in the P&L as one aggregated KPI. Understand how the system reads and calculates the data for the included sub accounts and shows the aggregated data at the KPI level.
• Understanding How KPI Values are Calculated for a Promotion or Tactic
  A promotion or tactic’s actual values (daily or weekly) are available within or outside the promotion or tactic’s time frame. These values are obtained from the relevant data source tables in which each record is a reference to a promotion or tactic. The value for the KPI is read from the tables selected in the respective KPI. The system reads the data from the selected source tables, determines the relevant time frame for the KPI, and then adjusts the data under the relevant time frame.
• Understanding How KPIs are Calculated when Tactic Costs are Updated Manually
  To ensure that the total values of lump sum tactic costs (at different levels of planning hierarchy) are changed only through manual inputs, and not through the nightly batch updates, keep the total value of a KPI distribution fixed by selecting the Fixed Totals option when you configure the KPI.
• Understanding How KPI Values are Stored when BOM Component is Interfaced from Processing Services
  In Processing Services, a product can be both a standard product and BOM component. For example, you can add Product Chewy Chocolate (6) as a standard product to a promotion and also add it as a component of Product Chocolate 6/12*96, which is a BOM header, to the same promotion. Therefore, when product actual data is interfaced into a table, the system must identify whether the value corresponds to a standard product or a BOM component.
• Understanding How BOM Scope is Considered For Calculating KPI Values
  BOM scope is considered to determine the levels at which KPI values are calculated during promotion calculations.
• Understanding How Daily KPI Values are Calculated
  Daily accurate values are used in promotion and account plan calculations.
• Understanding How KPIs are Calculated Based on Custom Calendars
  Understand how the system reads and shows values for a custom calendar.
• Understanding How Prior Year Values are Determined
  Determine prior year values with Read KPI.
• Understanding How KPI Values are Calculated When Other KPIs are Referenced
  Understand how KPI is calculated.
• Understanding How KPI Timeframe is Determined
  The time frame of a KPI is determined based on the object scope and time scope of the KPI.
• Understanding How Edited KPI Values are Distributed
  A KPI’s Distribution Order, Distribution Type (Time Hierarchy), and Distribution Type (Planning Hierarchy) fields determine how an editable or editable calculated KPI value is distributed in the Promotion Summary Sheet.
• Understanding How KPIs are Distributed Based on Lump Sum Conditions
  A lump sum condition defines a fixed tactic cost to be distributed for a defined time range.
• Understanding How KPI Values are Calculated When Border Correction is Enabled
  For a promotion or tactic KPI with a time scope that starts and ends in the first or last period of the account plan, the time range must be corrected by a factor to ensure accurate promotion calculations. With promotion border correction, when a value is aggregated for the Read timeframe1 from the Weekly Promotion Measure Result or Promotion Measure Result JSON (flexible writeback structure), only a particular share of the value that lies within the Read time frame is considered.
• Understanding How KPI Values are Calculated when Rounding Precision is Defined
  Rounding is used to create a logic that allows the same KPI values to be calculated in different instances such as account plan, claims, and promotions. KPI values are calculated by applying an internal rounding to a desired rounding precision. Rounding also considers carry, and even for an imperfect split, the total value adds up to the correct value.
• Understand How KPI Values are Calculated when Rounding within Period is Enabled
  With Rounding within Period, ensure that a period’s manually entered KPI value doesn’t change when you manually adjust the KPI value for another period. You can use this option for value types Volume, Money, and None.
• Understanding How KPIs are Calculated based on Week Day Share Profile
  The calculation period is divided into sub periods. The read KPIs values must be distributed between these sub periods to aid in further calculations. KPIs values are distributed using week day share profile.
• Understanding How KPI Values are Determined Using KPI Maps
  Understand how the system reads promotion, tactic, and tactic fund KPI field values from Consumer Goods (CG) Cloud Processing Services by using KPI maps. KPI maps link objects in Salesforce with KPIs stored in Processing Services.
• Control KPI Distribution with Custom Settings
  To define how the system distributes totals for editable calculated KPIs and editable KPIs across time periods, use the Fix_EditableCalculatedDistribution and Fix_DistributionMetricZeroNullBehavior custom settings. These settings are available as of March 25, 2026. These settings apply to each KPI set. After you change these settings, sync your data and update the KPI set configuration.