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Set Up Trade Promotion Management
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            Create a Promotion Report

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

            Create a Promotion Report

            To review the revenue or profit for a single promotion, create a promotion report. The promotion report shows detailed information and several aggregated total values in the scorecard.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            User Permissions Needed
            To create a promotion report: CGCloud Real-Time Reporting Admin
            1. Change the datasource.

              To show reporting KPIs at the promotion level, use PromotionMeasures. This datasource reads measures that are stored at the promotion level and with time granularity as the total.

              Snippet to add datasource:

              
"datasources": [
{"
name": "PromotionMeasures"
}
            2. Use the promotion dimension.
              In a promotion report, show some promotion attributes, such as slogan and dates, together with promotion measures. Attributes added in the promotion dimension can be shown in a report.

              Snippet for promotion dimension:

              
"promotiondimension": [
{"
name": "phase",
"label": "Phase"
},
{"
name": "datefrom",
"datatype": "datetime",
"label": "Date From"
},
{"
name": "datethru",
"datatype": "datetime",
"label": "Date Thru"
},
{"
name": "instoredatefrom",
"datatype": "datetime",
"label": "In Store From",
"sort": 1
},
{"
name": "instoredatethru",
"datatype": "datetime",
"label": "In Store Thru"
},
{"
name": "type",
"label": "Promotion Type"
},
{"
name": "slogan",
"label": "Promotion Slogan"
} ],
            3. Maintain KPI dimensions.
              Snippet to add promotion KPIs within your promotion report, and to maintain KPI dimension.
              
"kpidimension": [
{"
measures": [
{"
name": "ProPlanTotalVolume",
"label": "Planned Volume"
},
{"
name": "ProPlanTotalManuRevenue",
"label": "Planned Revenue"
},
{"
name": "ProPlanManuProfit",
"label": "Planned Profit"
},
{"
name": "ProLETotalVolume",
"label": "LE Volume"
},
{"
name": "ProLETotalManuRevenue",
"label": "LE Revenue"
},
{"
name": "ProLETotalManuProfit",
"label": "LE Profit"
},
{"
name": "ProRetailerPromoRevenue",
"label": "Retailer Revenue"
},
{"
name": "ProRetailerPromoMargin",
"label": "Retailer Margin"
} ],
"name": "Plan",
"type": "filter"
},
{"
measures": [
{"
name": "ProPlanTotalVolume",
"label": "Planned Volume"
},
{"
name": "ProPlanTotalManuRevenue",
"label": "Planned Revenue"
},
{"
name": "ProPlanManuProfit",
"label": "Planned Profit"
},
{"
name": "ProLETotalVolume",
"label": "LE Volume"
},
{"
name": "ProLETotalManuRevenue",
"label": "LE Revenue"
},
{"
name": "ProLETotalManuProfit",
"label": "LE Profit"
} ],
"name": "ScoreCard",
"type": "scorecard"
}
            4. Change the Account report scorecard.

              Snippet to change the scorecard:

              
"ScoreCard": {
"KPIGroup": "ScoreCard",
"RowLabels": [
"Plan",
"LE"
],
"ColumnLabels": [
"Volume",
"Revenue",
"Profit"
],
"MatrixRows": 2,
"MatrixColumns": 3
}
            5. Create a Lightning App page.
            6. To show the promotion slogan and type in a single line, use the line mode.
            7. Change the filter from Month to Year. 
              
{"
label": "Period",
"source": "PeriodYear",
"name": "periodyear",
"type": "singleselect"
}

            See Also

             
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