CRM Analytics App Assets
The CRM Analytics app that you create to forecast baseline sales volume contains preconfigured recipes that generate datasets and a model. Use the dashboard to get insights into the forecasted baseline sales.
Required Editions
| Available in: Professional, Enterprise, Unlimited, and Developer Editions with the TPM Revenue Prediction and Trade Promotion Management |
Recipes and Datasets
| RECIPE | DESCRIPTION | OUTPUT |
|---|---|---|
| Get Feature Dataset | This recipe integrates customer, product, and sales data and creates a comprehensive dataset that contains promotional and non-promotional features. The recipe calculates various metrics such as sales units and discounts, and groups them by week, accounts, and products. | Promotional and Non-Promotional Feature Dataset |
| Get Seasonal Products | This recipe processes promotional and non-promotional feature data, and identifies seasonal products based on the user-selected seasonal threshold and seasonal week input. | Seasonal Product Dataset |
| Get Feature and Example Datasets | This recipe involves cleaning, filtering, and aggregating sales data, which results in three datasets. The recipe calculates weekly sales trends and discount percentages, and consolidates information to offer insights into promotional and non-promotional sales. When you select seasonality inputs, this recipe also filters seasonal sales data and generates datasets for promotional and non-promotional seasonal products. |
|
| Get Seasonal Forecasted Sales Units | This recipe forecasts seasonal sales data based on historical data of both promotional and non-promotional seasonal product sales, generating forecasted baseline sales units for the season. (Applicable only when seasonality inputs are selected) | Seasonal Forecasted Baseline Sales Unit Dataset |
| Get Forecasted Baseline Sales Units | This recipe creates datasets for Einstein's predictions on baseline sales units during promotions. The recipe maps, labels, and filters data for precise forecasting, then generates and labels forecasted baseline units, writing to datasets for analysis and application. |
|
| Get Average Forecasted Baseline Sales | This recipe processes forecasted sales data by aggregating sales units and calculating averages for the previous 3 weeks. The recipe creates a dataset with grouped, sorted, and labeled information for further analysis and reporting. | Forecasted Baseline Sales Units Dataset |
Model
The CRM Analytics app installed based on the template configuration that you created contains the Baseline Sales Predictions model. The Predict Baseline Sales Units node of the Get Forecasted Baseline Sales Units recipe uses this model to generate predictions on the number of sales units.
Note If necessary, you can update the forecasted baseline sales units into TPM (Trade
Promotion Management), by using the Writeback Forecasted Baseline Sales Units app.
Forecasted Baseline Sales Dashboard
Use the Forecasted Baseline Sales dashboard to view the forecasted baseline sales values for your promotional products.
- Forecasted Baseline Sales Dashboard
Use the Forecasted Baseline Sales dashboard to view the forecasted baseline sales values for your promotional products.
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