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Set Up Trade Promotion Management
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            Growth - Stepped

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            Growth - Stepped

            The accruals are calculated based on units sold over the baseline and a stepped-tier logic is applied.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Trade Promotion Management, Data Cloud, and CRM Analytics are enabled

            Here’s the sequence of how the engine calculates accruals for growth-stepped tier type.

            • Calculates the baseline by adding all inputs during the period starting on the Baseline Date From and ending on the Baseline Date Thru.
            • Calculates the actual units sold by adding all inputs during the period starting on the Tier Date From and ending on the Tier Date Thru.
            • Calculates growth multiple (actual units sold ÷ baseline).
            • Applies stepped-tier logic by using growth multiple.
            Example
            Example

            Here are the tiers defined for the program.

            Tier Growth Multiple Accrual Rate
            1 0–1.5 100
            2 1.5–1.75 200
            3 1.75–2.0 300
            4 2.0+ 400

            Baseline as in August is 155, and actual units sold in September: 310. Because the growth multiple is 2.0 (310 ÷ 155), the engine applies tier 4 for calculating accruals.

            Example
            Example

            This example shows input and output for growth-stepped.

            Here are the tactic details.

            • Tactic period: 2025-01-01 to 2025-03-31
            • Accrual input code: SHIP
            • Product ID: product 1
            • Account ID: account 1
            • Stepped Tiers: From 10% improvement, 30 cents per case
            • Aggregation: Monthly on tactic level

            For‌ February, these are the configured rules.

            Rule ID Rule Type Date From Date Thru Growth Rate From Growth Rate Thru Value Baseline Date From Baseline Date Thru
            Tier1 Dynamic_Stepped_Growth 2025-02-01 2025-02-28 1.1   0.30 2025-01-01 2025-01-31

            These are the inputs.

            Code Product Account Date Value Cumulative
            SHIP Product 1 Account 1 2025-01-01 10 -
            SHIP Product 1 Account 1 2025-01-10 20 -
            SHIP Product 1 Account 1 2025-01-15 20 -
            SHIP Product 1 Account 1 2025-02-01 70 70
            SHIP Product 1 Account 1 2025-02-05 70 140
            SHIP Product 1 Account 1 2025-02-10 70 210

            Based on the input, here’s the generated output.

            Code Rule ID Date Value Considered Input
            ACCR tier1 2025-02-01 7 70
            ACCR tier1 2025-02-05 3 30
            ACCR tier2 2025-02-05 8 40
            ACCR tier2 2025-02-10 12 60
            ACCR tier3 2025-02-10 3 10
             
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