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Set Up Trade Promotion Management
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            Embed Reports on Promotion Record Page

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            3. Set up and Maintain Trade Promotion Management

            Embed Reports on Promotion Record Page

            To see the impact of a promotion on an account plan, embed an account plan real-time report on the Promotion page. The report appears at the top of a promotion record and the KPIs can be filtered—for example, by the promotion record's account and year.

            Required Editions

            User Permissions Needed
            To embed reports on the Promotion record page: CGCloud Real-Time Reporting Admin

            In your promotion KPI set, create a KPI subset that includes all the promotion KPIs to be shown in the account plan report. Then, create a report that includes the account or promotion KPIs. Whenever you make changes to the promotion, you can see the real-time impact in the report. However, this changes aren’t saved in the account plan. To ensure that the changes to your account plan report are saved, flag the promotion KPI that you want to save with “promotionoverride": true.

            Note
            Note Only account plan reports are supported by the embedded RTR component.
            "kpidimension": [
      {
        "name": "Plan",
        "type": "filter",
        "measures": [
          {
            "name": "PYShipment",
            "label": "AP Volume"
          },
          {
            "name": "ProPlanTotalVolume",
            "label": "Promo Volume",
            "promotionoverride": true
          },
          {
            "name": "AccountVolume", // this KPI is calculated by adding AP Volume and ProPlanTotalVolume
            "label": "Total Account Volume"
          }
        ]
            1. From Setup, in the Quick Find box, enter Lightning App Builder, and then select Lightning App Builder.
            2. Click Edit next to Promotion Record Page.
            3. Drag Smart UI RTR Component on to the page.
            4. Select the component type.
            5. Enter the report name.
            6. In the UI Mapping field of this lightning component, enter the name of the component added in the UIMapping section of the report metadata JSON.
            7. Enter a title for the UI component.
            8. If you want the UI component to be collapsed when the app page is opened, select Start Collapsed.
            9. Enter the maximum height (in pixels) of the UI component.
            10. Save and activate the page.
             
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