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Siebel Consumer Sector Guide > Trade Promotions > End User Procedures >

Simulating Promotions for Promoted Products and Categories

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Promotion simulations allow key account managers to simulate the results of a promotion that is under consideration. Parameters that managers use to simulate the promotion include the period of the promotion, the category or product being promoted, the account where the promotion will take place, the promotion tactics, and the penetration of the promotion within the account (% ACV Promoted).

Promotion simulation also requires that lift factors be imported and stored in the Siebel Consumer Sector application. Lift factors indicate the expected lift when a category or product is promoted at an account, during a certain period, and with specific tactics. The combination of lift factors with the other promotion parameters allows promotion simulation to determine incremental and total volume.

NOTE:  Lift factor information can be obtained from a third-party syndicated data provider. The lift factors can be either product-specific or category-specific. Lift factors are imported into the product and category lift tables using Siebel Enterprise Integration Manager (EIM). For more information, see Siebel Enterprise Integration Manager Administration Guide.

Table 23 describes selected fields in the Simulation form that are used to simulate product and category promotions.

Table 23. Selected Fields in the Simulation Form

Field	Comments
Extended Baseline	This value is the product of multiplying (Simulated Baseline)(%ACV Promoted)(Factor).
Factor	This value is used to account for partial periods. (For example, a period of only three days)
Lift Factor	The value that is used to determine simulated incremental volume.
Period	Time period for which the simulated promotion is valid.
Simulated Baseline	The baseline volume off of which the lift factor is applied.
Simulated Incremental	Incremental volume.
Simulated Total	Total volume from simulated promotion (Extended Baseline + Simulated Incremental).

NOTE:  Simulation can be performed at either a category or a product level, but not at both simultaneously.

Promotion Simulation for Promoted Products

Key account managers simulate the outcome of promoting products to determine the appropriate mix of products for a promotion. Before they begin the simulation, they must import lift factors for the product. Each lift factor is specific to an account, weekly period, and tactic.

After the product lift factors are imported and available in the Siebel Consumer Sector application, the key account managers have two simulation options:

To simulate promotion of a product outside of a promotion
To simulate promotion of a product as part of a promotion

For information on adding promoted products to promotions, see To add products to a promotion.

NOTE:  To simulate a product promotion, lift factors for the product must be imported and stored in the product lift factor table (S_PROD_LFT_FACTOR).

To simulate promotion of a product outside of a promotion

Navigate to the Promoted Products screen.
In the Promoted Products list, perform one of the following actions:
Query for a promoted product.
Click New to create a new promoted product.
In the More Info form, fill in the following fields in the order presented:
Account
Tactics
%ACV Promoted
Start Date
End Date
Click the Simulation view tab.
In the Simulation list, click Simulate.

In the Simulation list, the results of the simulated promoted product appear.

Modify any of the fields in Step 3 and repeat Step 4 and Step 5 to generate another simulation.

To simulate promotion of a product as part of a promotion

Navigate to the Promotions screen.
Create a promotion.
Add a product to the promotion you created in Step 2.

NOTE:  For more information on adding a product to an account promotion, see To add products to a promotion.

Click the Simulation view tab.
In the Simulation list, click Simulate.

In the Simulation list, the results of the promotion simulation appear.

Modify any of the fields you used to create a promotion profile in Step 2 and repeat Step 4 and Step 5 to generate another simulation.

Promotion Simulation for a Category

Key account managers can simulate the outcome of promoting a category. Before they begin the simulation, they must import lift factors for the category. Each lift factor is specific to an account, weekly period, and tactic.

NOTE:  To simulate a category promotion, lift factors for the category must be imported and stored in the category lift factor table (S_CATG_LFT_FACTOR).

To simulate a category promotion

Navigate to the Promotions screen.
Select a promotion in the Account Promotions list.
Fill in the following fields:
Category
Tactics
%ACV Promoted
Period
Click the Simulation view tab.
Click Simulate.

In the Simulation list, the results of the simulated category promotion appear.

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