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Set Up Trade Promotion Management
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          Trade Calendar View

          Trade Calendar View

          The Trade Calendar view allows you to see events and promotions on a single screen and provides the key account manager (KAM) with a console to plan trade promotions. This calendar helps the KAM plan events or promotions, identify gaps and opportunities, and monitor execution.

          • Key Functions and Elements of Trade Calendar View
            Learn about the key functions and elements of the Trade Calendar view.
          • List View Controls
            Use List View Controls to create a new view, copy, rename, or delete an existing Trade Calendar view. You can also edit the filters of an existing view. To see the views assigned to you, click the view name on upper-left corner of the screen.
          • Group Promotions and Events in the Trade Calendar View
            The system sorts and shows promotions and events in one row based on the value selected in the Group By filter of the Trade Calendar view.
          • Define Your Trade Calendar View
            When you access Trade Calendar for the first time, the system prompts you to define a view. You can either edit the filters included in the view or create views to adjust the data that the Trade Calendar view shows.
          • Change Color of Trade Calendar Promotion Bars
            In Trade Calendar, you can change the color and transparency of the Gantt bars that represent promotions. To change color, either select a default option—Promotion Type or Phase—of the Promotion Color filter or add a value to the filter in Trade Calendar settings.
           
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