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.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
Reading Promotion and Tactic Values
The parameters that are used to determine the promotion and tactic KPI values differ. When Processing Services receives a request to calculate tactic KPI values, to determine the values, the system determines whether the KPI map records are relevant for the tactics.
A KPI map is relevant for tactic if these conditions are met.
- The SObject type of the KPI map is set to Tactic.
- The sales organization of the KPI map and tactic is the same.
- The tactic template of the tactic and KPI map is the same. If a tactic template’s KPI map doesn’t exist, then the system checks for and considers a KPI map that has no reference to a tactic template.
The system then compares the Field name and KPI definition of the KPI map records. to determine the tactic total values for all such field names from the table where writeback values are available. After the values are determined, the system verifies the precision of the value and then rounds the value based on the scale of the KPI map. And, finally the salesforcewritebackstagingtable in Processing Services is updated with the relevant details. The KPI values of a promotion is calculated by using the corresponding values for promotions.
Reading Tactic Fund Values
The system calculates the KPI values of a tactic fund by considering the anchor type of the fund template:
- If the anchor type of the fund template is customer, the system determines values for only the tactic funds for which the anchor type of the fund template is customer.
- If the anchor type of the fund template is customer product, the system determines the tactic category or brand value for the tactic funds for which the anchor type of the fund template is customer product.
When reading tactic fund values, here’s the logic that the system uses to determine the KPI map records:
- For KPI maps with promotion template and without tactic template, the system determines the KPI map records relevant for the tactic funds when no valid tactic templates are assigned to KPI maps.
- For KPI maps without promotion template and with tactic template, the system determines the KPI map records relevant for the tactic funds when no promotion templates are assigned to KPI maps.
- For KPI maps without promotion and tactic template, the system determines the KPI map records relevant for the tactic funds when no promotion and tactic templates are assigned to KPI maps.
| SObject Type | Field Name | KPI Definition | Promotion Template |
|---|---|---|---|
| Tactic__c | KPI_Value_1__c | ProPlanTotalPromoSpend | Customer Promotion |
When some products are added to the promotion, the system checks the values related to the KPI and tactic. For all such values, the system sets the field name to KPI Value 1 in salesforcewritebackstagingtable in Processing Services. The field names are updated either when the promotion is saved or when the relevant batch process is run. Values, if edited, are recalculated during the batch run. Then, the values stored in Processing Services are synced with Salesforce.
