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Set Up Trade Promotion Management
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            Create a Account Report

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            1. Salesforce Help
            2. Docs
            3. Set up and Maintain Trade Promotion Management

            Create a Account Report

            An Account report shows a list of products with their planned volume. You can include an option to choose the time range you want to investigate for an account. Also, you can choose the right set of products by applying filters.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create an account report: CGCloud Real-Time Reporting Admin
            1. Create a reporting metadata.
              1. To view monthly data in an account report, set the datasource to Account Monthly Measures.
                You can also set this option to Account Weekly Measures to view the data on a weekly level. With the Account Monthly Measure or Account Weekly Measure datasource, you can use the Promotion or Account Reporting KPIs that can be filtered and shown in the report. You can use this snippet as the first entry:
                "datasources": [ {
"name": "AccountMonthlyMeasures"
}]
              2. Configure attributes.
                Attributes must include product dimension, time dimension, and KPI dimension.
              3. Define filters.
                Typically, an account report uses time, account, and product filters.
              4. Configure the UI.
                Use rowtypefilter to filter different levels of grouped rows. In this snippet, 2 is the highest level and if you remove 2, the highest level isn’t shown.
                "uimapping": {
"ProgressBar1": {
"KPIGroup": "ScoreCard",
"value": "APActualizedTotalVolume",
"minValue": 0,
"maxValue": "RTRAPPlanTotalVolume"
18
Real Time Reporting Account Report
Salesforce Confidential
},
"Gauge1": {
"KPIGroup": "ScoreCard",
"value": "RTRAPPlanVsLYVolume",
"minValue": -30,
"maxValue": 30,
"distributiontype": "equal",
"distributionvalue": 5
},
"FlatList": {
"rowdims": [
"productdimension",
"timedimension"
]
"coldims": [
"kpidimension"
],
"grouping": {
"cols": [],
"rows": [
[ "brand"],
[ "Total"]
]
},
"layout": { "configuration": [
{
"columns": [
{
"label": [
"Product"],
"values": [
"productdimension.id"
],
"format": [
"string"
],
"style": {
"width": "250px"
},
"mode": "value",
"fixed": true,
"coltype": "attribute"
},
{
"format": [
"number"
],
"style": {
"width": "100px"
},
"mode": "value",
"fixed": false,
"coltype": "value"}
],
"rowtypefilter": [0, 1, 2]
}]
},
}}
            2. Create a Lightning App page.
            3. Define the Account Detail flatlist.
            4. Add reporting KPIs to the flatlist.
              An account report must include all KPIs that a KAM requires to support their work. To show KPIs in a real-time report, add these KPI definitions in the report metadata. For example, add KPIs such as gross revenue, spend, net revenue, profit, and profit margin. Typically, the latest estimates and actual values for these KPIs are also added in the report.
              {"
label": "Plan Gross Revenue",
"name": "GrossRevenuePlan"
},
{"
label": "Plan Spend",
"name": "TotalSpendPlan"
},
{"
label": "Plan Net Revenue",
"name": "NetRevenuePlan"
},
{"
label": "Plan Profit",
"name": "ProfitPlan"
},
{"
label": "Plan Profit Margin",
"name": "ProfitMarginPlan"
},
{"
label": "LE Volume",
"name": "VolumeLE"
},
{"
label": "LE Gross Revenue",
"name": "GrossRevenueLE"
},
{"
label": "LE Total Spend",
"name": "TotalSpendLE"
},
{"
label": "LE Net Revenue",
"name": "NetRevenueLE"
},
{"
label": "LE Profit",
"name": "ProfitLE"
},
{"
label": "LE Profit Margin",
"name": "ProfitMarginLE"
},
{"
label": "Actual Volume",
"name": "APActualizedTotalVolume"
},
{"
label": "Actual Revenue",
"name": "APActualTotalManuRevenue"},
{"
label": "Actual Spend",
"name": "TotalSpendActual"
},
{"
label": "Actual Net Revenue",
"name": "NetRevenueActual"
},
{"
label": "Actual Profit",
"name": "ProfitActual"
},
{"
label": "Actual Profit Margin",
"name": "ProfitMarginActual"
}
            5. Add a scorecard.
              The KPIs to be shown in a scorecard are defined in the KPI dimension with type as scorecard. Enhance the UI of the report by adding a section in UIMapping along with flatlist.
              "ScoreCard1": {
"KPIGroup": "ScoreCard1",
"RowLabels": [
"Plan",
"LE",
"Actual"
],
"ColumnLabels": [
"Volume",
"Gross Revenue",
"Total Spend",
"Net Revenue",
"Profit",
"Profit Margin (%)"
],
"MatrixRows": 3,
"MatrixColumns": 6
}
            6. To view data in a reporting page, edit the Lightning App page and add the scorecard component (TPM_RTR_ScoreCard).
            7. Add charts.

            See Also

             
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