Switch between dynamic and fixed product planning and start over by using the Clear All button to remove existing filter and product selections. Aggregate Bill of Materials (BOM) component values directly on standard products within a customer business plan to highlight their impact on P&Ls. The promotion and tactic volume APIs now support both Salesforce IDs and external IDs for the promotion and tactic fields. Compare planned versus actual KPIs with the new Promotion Analysis and Tactic Analysis dashboards to identify top and least-performing promotions, tactics, and products.
- Reset Product Selections and Filters with a Single Click
Transition easily between dynamic and fixed product planning. With the Clear All button, key account managers can reset all product selections and filter criteria for a promotion with a single click. The button is active during the planning, preparation, and modeling phases. You can also customize it by using EARights. - View Bill of Materials Impact on P&Ls by Aggregating Component Values
Configure the KPI definition to aggregate BOM component values, such as volume or spend, directly on standard products within a customer business plan. Provide valuable insights into aggregation at the customer plan level to users who manage high volumes of BOM displays. Get accurate P&L tracking, even when specific promotions exclude standard products. - Changed Objects in Trade Promotion Management
Do more with the updated Trade Promotion Management objects. - Changed APIs in Trade Promotion Management
Do more with the changed APIs in version 67.0 and later. - Make Informed Promotion Decisions with Real-Time Performance Insights
Gain visibility into promotion performance and make data-driven decisions with Promotion Analysis and Tactic Analysis dashboards. These Tableau Next dashboards compare planned versus actual KPIs to help you identify top and least-performing promotions, tactics, and products. Your key account managers access these insights directly in Trade Promotion Management workflows to plan more effective promotions.