KPIs for Real-Time Reports
When you plan to use a KPI in a real-time report (RTR), configure the KPI as a read, calculated, or editable (written back) KPIs.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
Writeback KPIs
To ensure that the writeback KPIs used in the promotion profit and loss statement (P&L) and account plan read the latest values, set the Reporting Type of the KPI as Read. If a KPI must be calculated before it’s shown in an RTR, set the Reporting Type as Calculated.
You can set the Reporting Type of a read KPI as Calculated and the Reporting Type of a calculated KPI as Read. For example, Incremental Volume is a writeback calculated KPI on promotion level, but you can set the Reporting Type of this KPI as Read. Similarly, Prices or Rates are read KPIs in account plan and promotion P&L, but you can set the Reporting Type as Calculated.
Look at these recommendations when you design KPIs for RTR:
- Define KPIs that don't change during the day as account measures. For example, baseline volume.
- Define KPIs that change during the day in promotions as promotion measures. For example, incremental volume.
- To display calculated values that aren’t meaningfully aggregated, design them as reporting calculated KPI definitions. For example, profit margin.
If you execute promotion planning and update the promotion such that Product A has an incremental volume of 250, then this value is written to the Consumer Goods Processing Services (CGPS) data because it’s a promotion measure. The total volume measure for this product is always calculated on the fly and in this case, it's 350. If the incremental volume is used as an account measure, then it’s not updated to CGPS data when saving a promotion. If you change the promotion again during the day, reducing the incremental volume of Product B from 400 to 300, the total value becomes 400. Therefore, as the incremental volume is defined as a promotion measure, you can view the real-time updates in RTR each time a promotion is updated. So, with an appropriate KPI design, you can view real-time updates in RTR without any KPI mappings or interfaces involved.
Calculation of Average Product Price
Account Plans and promotions typically write "volumes" or "costs." The average rate or price is then calculated by dividing costs by volumes. This logic is applied on each level in the report—product group volumes, and costs are aggregated to brand level. The average price at the brand and category level is calculated by dividing aggregated cost by aggregated volume.
This forms the basis of the key principles for KPI design in RTR, which is, only volumes and costs are written back and read directly in RTR and are Reporting Read KPIs.
Reporting Read KPIs are always aggregated up in hierarchy or grouping criteria. Average rates, prices, or percentage are always calculated in RTR and are Reporting Calculated KPIs. Reporting calculated KPIs are always calculated at each level.
RTR uses the writeback KPI definition used in the account plan and promotions, so design your KPIs accordingly. Define all KPIs, including reporting KPIs, and define promotional KPIs for incremental values as writeback KPIs. Then define your interface based on all KPIs, including reporting KPIs. A report design doesn’t change existing KPIs and interface designs.
