View the Spend Planning Card 

The changes made to the Spend Planning card are reflected in the Promotion P&L view and vice versa.

To access the Spend Planning card, from a tactic card, click . The Spend Planning card is presented in a grid format and initially appears collapsed. You can customize the columns that the Spend Planning card shows based on the values selected in the tactic fields. You can edit the Spend Planning card fields only if the promotion is in Edit mode. The system shows a refresh icon in the Spend Planning grid while it refreshes. You can edit the grid when it’s refreshing; however, the system disables the Save & Refresh and Done buttons.

Note The system shows the Spend Planning card only for active tactics.

The Product Description column contains a tree structure that shows the levels of the product hierarchy. You can configure these levels in the Displayed Product Level field of the promotion template. The system sorts the levels alphanumerically based on Description 1 in the language configured for the user.

Note The system shows the product levels that are configured in Available Product Aggregation Level along with the product level if no product levels are selected in Displayed Product Aggregation Level. However, if no product levels are selected in both Displayed Product Level and Available Product Level, the system shows the product level that's configured in Promotion Aggregation Level of the sales org.

Both valid and invalid products are available to show and to calculate committed promotions. For any other phase, the system shows and considers only valid products for calculation. This is applicable only for promotions that have the condition-creation feature enabled.

Note An invalid product is one that should have been removed. For example, a product is no longer listed but wasn’t removed because the promotion was running and a condition existed for that product.

If a custom calendar is activated for the sales org, the system shows columns for each custom period that belongs to the promotion instead of calendar weeks. The system shows column headers in the Custom Period/Year format. The system populates values only for those weeks or custom periods in which at least one day of the week or custom period falls under the KPI’s time scope.

The value of the Total row depends on Total Calculation Rule (for aggregation of weekly values) and Aggregation Rule (for aggregation of values along with the product levels to the KPI level) that's configured in the KPI definition.

The system automatically copies to the tactic all the products that are added to the promotion. You can exclude any product or product group from the tactic by deselecting Included.

Note If Condition Product Group Level of the associated tactic template is higher than Product and the condition-creation process is defined in the tactic template, you can’t manually exclude products from the Spend Planning card.

If the Consider BOMs option is selected in the BOM Handling field of a promotion template:

1. The BOM header products are shown with a collapsible arrow (collapsed by default). 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 restrictions exist 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.

2. The SPC grid shows an additional column BOM between Product Code and Product Description columns, with a bold check mark for all BOM header products and a normal check mark for all BOM component products.
3. The Included column for a BOM component contains the same entry as in the Included column of a BOM header. Product groups, standard products, and BOM header products can be excluded for this tactic. If the BOM header is included, then the component products are also included. Otherwise, the component products are also excluded.

You can edit a KPI in the Spend Planning card only if it's configured as either Editable or Editable Calculated. If the investment type of the tactic is selected as Lump Sum, you can edit only the Total Spend value. You can't edit the value at the product and product group levels.

The system considers manual entries to the KPIs while comparing inactive scenarios (in which the tactic is included). The system retains manual entries for inactive tactics, but discards the manual entries in these conditions:

• The week of the manual entry is outside the promotion period.
• The product has been removed from the promotion.
• The KPI has been removed from the KPI set.

The Spend Planning card refreshes automatically in these scenarios to reflect current values:

• There’s a change in the products of the promotion or tactic.
• There’s a change in the sub accounts included in the promotion or in the % of volume of the included sub accounts.
• A tactic is added or deleted from the promotion.
• A tactic is included or excluded.
• The promotion is frozen or unfrozen.
• There’s a change in the categories included in the promotion.
• There’s a change in the promotion's Date From, Date Thru, and Commit Date values.
• There’s a change in the tactic’s Tactic Date From and Tactic Date Thru values.

The changes in a tactic attribute initiate a refresh only if the tactic is included in the promotion. Additionally, changes in the value of specific back-end attributes (attributes that aren’t visible to the user) also initiate a refresh. Salesforce admins can configure additional promotion and tactic attributes so that any change in these values also triggers a refresh.