Promotion Tactic Report
You can maintain one configuration for promotion metadata and tactic metadata for a sales organization. List all the attributes that are required from promotion or tactic object and can be used in any promotion or tactic reports in the configuration. You can use this JSON structure for configuring a Promotion Tactic report.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
Example
{
"datasources": [
{
"name": "PromotionTacticMeasures"
}
],
"attributes": {
"promotiondimension": [
{
"name": "type",
"label": "Promotion Type"
},
{
"name": "slogan",
"label": "Promotion Slogan"
},
{
"name": "id",
"label": "Name"
},
{
"name": "phase",
"label": "Phase"
}
],
"tacticdimension": [
{
"name": "datefrom",
"datatype": "datetime"
},
{
"name": "datethru",
"datatype": "datetime"
},
{
"name": "type"
},
{
"name": "id"
},
{
"name": "compensationmodel"
},
{
"name": "paymentmethod"
}
],
"productdimension": [
{
"name": "category",
"label": "Category"
},
{
"name": "subcategory",
"label": "Sub Category"
},
{
"name": "brand",
"label": "Brand"
},
{
"name": "product",
"label": "Product"
}
],
"timedimension": [
{
"name": "Total"
}
],
"kpidimension": [
{
"name": "Plan",
"type": "filter",
"measures": [
{
"name": "RTRProTacPlanFixedSpend",
"label": "Planned Fixed Spend"
},
{
"name": "RTRProTacPlanVarSpend",
"label": "Planned Variable Spend"
},
{
"name": "RTRProTacPlanTotalSpend",
"label": "Planned Total Spend"
}
]
},
{
"name": "LE",
"type": "filter",
"measures": [
{
"name": "RTRProTacLEFixedSpend",
"label": "LE Fixed Spend"
},
{
"name": "RTRProTacLEVarSpend",
"label": "LE Variable Spend"
},
{
"name": "RTRProTacLETotalSpend",
"label": "LE Total Spend"
},
{
"name": "PaidPayAmount",
"label": "Paid Amount"
},
{
"name": "PendingPayAmount",
"label": "Pending Paid Amount"
}
]
},
{
"name": "Actual",
"type": "filter",
"measures": [
{
"name": "RTRProTacActualFixedSpend",
"label": "Actual Fixed Spend"
},
{
"name": "RTRProTacActualVarSpend",
"label": "Actual Variable Spend"
},
{
"name": "RTRProTacActualTotalSpend",
"label": "Actual Total Spend"
},
{
"name": "PaidPayAmount",
"label": "Paid Amount"
},
{
"name": "PendingPayAmount",
"label": "Pending Paid Amount"
}
]
},
{
"measures": [
{
"name": "RTRProTacPlanFixedSpend",
"label": "Planned Fixed Spend"
},
{
"name": "RTRProTacPlanVarSpend",
"label": "Planned Variable Spend"
},
{
"name": "RTRProTacPlanTotalSpend",
"label": "Planned Total Spend"
},
{
"name": "RTRProTacLEFixedSpend",
"label": "LE Fixed Spend"
},
{
"name": "RTRProTacLEVarSpend",
"label": "LE Variable Spend"
},
{
"name": "RTRProTacLETotalSpend",
"label": "LE Total Spend"
},
{
"name": "RTRProTacActualFixedSpend",
"label": "Actual Fixed Spend"
},
{
"name": "RTRProTacActualVarSpend",
"label": "Actual Variable Spend"
},
{
"name": "RTRProTacActualTotalSpend",
"label": "Actual Total Spend"
}
],
"name": "ScoreCard",
"type": "scorecard"
}
]
},
"filters": [
{
"label": "Period",
"type": "periodmonth",
"name": "periodmonth"
},
{
"type": "multiselect",
"name": "accountsfids",
"label": "Accounts",
"source": "PlanAccounts",
"required": true
},
{
"type": "multiselect",
"label": "Categories",
"level": "category",
"name": "productsfids",
"source": "Products",
"required": true
},
{
"type": "multiselect",
"label": "Promotion Template",
"name": "promo_templatesfid",
"source": "PromotionTemplate",
"required": true
},
{
"type": "multiselect",
"name": "promo_phase",
"label": "Promotion Phase",
"source": "PromotionPhase",
"defaultValue": [
"Planning"
]
},
{
"type": "singleselect",
"name": "productlevel",
"label": "Lowest Product Level",
"source": "ProductDimension"
},
{
"type": "singleselect",
"name": "kpigroup",
"label": "KPI Set",
"source": "KPIGroup"
}
],
"uimapping": {
"FlatList": {
"rowdims": [
"promotiondimension",
"tacticdimension",
"productdimension",
"timedimension"
],
"coldims": [
"kpidimension"
],
"grouping": {
"rows": [
[
"phase"
],
[
"type"
],
[
"category",
"subcategory",
"brand"
],
[
"Total"
]
],
"cols": [
[]
]
},
"layout": {
"configuration": [
{
"rowtypefilter": [
0,
1,
2,
3,
4,
5
],
"columns": [
{
"label": [
"Promotion"
],
"values": [
"promotiondimension.phase",
"promotiondimension.slogan"
],
"format": [
"string",
"string"
],
"style": {
"width": "150px"
},
"mode": "hierarchy",
"fixed": true,
"coltype": "attribute"
},
{
"label": [
"Tactic"
],
"values": [
"tacticdimension.type",
"tacticdimension.id"
],
"format": [
"string",
"string"
],
"style": {
"width": "150px"
},
"mode": "lines",
"fixed": true,
"coltype": "attribute"
},
{
"label": [
"Product"
],
"values": [
"productdimension.category",
"productdimension.subcategory",
"productdimension.brand",
"productdimension.id"
],
"format": [
"string",
"string",
"string",
"string"
],
"style": {
"width": "150px"
},
"mode": "hierarchy",
"fixed": true,
"coltype": "attribute"
},
{
"label": [
"Tactic Dates"
],
"values": [
"tacticdimension.datefrom",
"tacticdimension.datethru"
],
"format": [
"DD/MM/YYYY",
"DD/MM/YYYY"
],
"style": {
"width": "100px"
},
"mode": "lines",
"fixed": true,
"coltype": "attribute"
},
{
"label": [
"Compensation Model"
],
"values": [
"tacticdimension.compensationmodel"
],
"format": [
"string"
],
"style": {
"width": "150px"
},
"mode": "value",
"fixed": true,
"coltype": "attribute"
},
{
"label": [
"Payment Method"
],
"values": [
"tacticdimension.paymentmethod"
],
"format": [
"string"
],
"style": {
"width": "100px"
},
"mode": "value",
"fixed": true,
"coltype": "attribute"
},
{
"format": [
"number"
],
"style": {
"width": "120px"
},
"mode": "value",
"fixed": false,
"coltype": "value"
}
]
}
]
}
},
"ScoreCard": {
"KPIGroup": "ScoreCard",
"RowLabels": [
"Plan",
"LE",
"Actual"
],
"ColumnLabels": [
"Fixed Spend",
"Variable Spend",
"Total Spend"
],
"MatrixRows": 3,
"MatrixColumns": 3
}
}
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