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Set Up Trade Promotion Management
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            Create a Promotion Tactic Report

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            3. Set up and Maintain Trade Promotion Management

            Create a Promotion Tactic Report

            To control, adapt, and refine underperforming tactics, create a report with KPIs that are stored at the promotion or tactic level together with the promotion and tactic attributes. Use the analysis to compare the actual and planned costs of promotion and tactics, and their contribution towards volume and profit.

            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-tactic report: CGCloud Real-Time Reporting Admin
            1. Define a datasource.
              The Promotion Tactic report uses PromotionTacticMeasures.

              Snippet for defining datasource:

              
"datasources": [
{"
name": "PromotionTacticMeasures"
} ],
              Note
              Note The KPIs can be retrieved only for total time.
            2. To show and aggregate data at the tactic-product level, expand the attributes list of the tactic dimension.
              Tactic attributes are shown but you can’t filter the report by using those. You can add KPIs at the summary level as a scorecard as well as combine data at the promotion-product level without any tactic reference. At the promotion level, values aggregated from tactic-product level and promotion-product level are shown together.
            3. Adapt the list of measures to include relevant KPIs.
              These measures can be retrieved from the promotion or tactic level.
            4. Define UIMapping.

              To aggregate a promotion tactic KPI first by product hierarchy and then by promotion level, use the rowtype filter to filter out the aggregation rows for product hierarchy in the UI.

              Snippet for defining rowtype filters:

              
"rowtypefilter": [
0,
1,
2,
3,
4,
5,
6,
"0-P",
"1-P",
"2-P"
],

            See Also

             
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