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Set Up Trade Promotion Management
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            Preconfigured Report Metadata

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            Preconfigured Report Metadata

            You can use preconfigured report metadata to create reports, however you must create the app page and include the report in TPM. To see KPIs of your org in a report, modify a preconfigured report metadata and replace its KPIs with your org’s KPIs.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

            Preconfigured report metadata are available for these reports.

            • Account Category Reports: View a set of metrics from your account plan that help you understand the impact of the planned promotional activities during the course of the year. Identify the areas where the promotion failed and address the identified issues for the remaining period.
            • Account Monthly Reports: Get a view of the targets and monitor the metrics to achieve those targets during a period. You can see monthly, quarterly, half-yearly, and yearly reports. You can also compare the actual and planned volumes and other KPIs for a specific period. It also helps you identify the gaps in the promotional activities for a specific product and period.
            • Account Weekly Reports: Analyze KPIs over a period of selected weeks. Use this report to study the targets and to monitor the metrics to achieve your weekly targets.
            • Promotion Reports: Analyze promotion KPIs to identify the gaps between the planned and the actual numbers. You can also identify the time frames and the products that had a high volume of sales. The sales data helps you analyze the success rate of each promotional activity and understand the results of the various combinations of tactics and products. You can group data on various parameters, such as promotion, slogan, type, and dates in this report.
            • Tactic Reports: Control, adapt, and refine under performing tactics. Analyze and compare promotions at a tactic level based on the specified KPIs. The analysis can help you compare the actual and planned costs of promotions and tactics and understand their contribution towards volume and profit. Group data on various parameters, such as promotion, slogan, type, and dates in this report.
             
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