Understanding the Trade Analysis Dashboard

Introduction to the Trade Analysis Dashboard

Demantra Predict Trade Planning (PTP) allows users to create and track promotions and provides reporting capabilities. Through the integration of PTP and APCC, you can:

Publish PTP-APCC Measures Workflows
Promotion entities available in APCC
Analyze data in the Trade Analyst Dashboard
Analyze and report on upcoming promotions as well as view past performance. This includes viewing promotion data by tactic, promotion, retailer or product.

The Publish PTP-APCC measures workflows publish aggregate and detailed measures to APCC including:

Plan measures at the aggregate level, visible in the RT S&OP dashboard
Promotion measures at a detailed level, visible in the Trade Analyst dashboard

On the APCC side of the integration from the Sales and Operation Planning dashboard, the S&OP analyst creates custom reports and graphs, based on the promotion measure that are imported from PTP. Use the Analysis menu choice in the Sales and Operations Planning Dashboard to access the promotion dimensions and measures.

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Using the Trade Analyst Dashboard

Detail promotion data measures are available in the Trade Analyst Dashboard, using the Trade Planner responsibility.

To access the Trade Analyst Dashboard:

Click Trade Analyst, Standard. This choice is near the bottom of your choices.
Click the Dashboards folder, then click Trade Analyst Dashboard.

The Trade Analyst dashboard opens.

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The Trade Analyst Dashboard has six promotion analysis tabs plus a glossary. The tabs are organized to provide a specific type of information. You can select Baseline Plan, Retailer, Category, Promotion Group, and Time Periods. Each tab provides access to two to five reports and/or graphs. The tabs and the reports and graphs you can access from that tab are listed in the table below.

Tab	Available Graphs and Reports
Performance Overview	Incremental Sales by Price Point graph Incremental Sales by Price Point report
Promotion Effectiveness	Tactic and Price graph Tactic Effectiveness by Promotion Group report Tactic Effectiveness by Promotion Group graph
Top/Bottom Performers	Top and Bottom Promotions by Cost Per Incremental Unit (CPIU) graphs Top and Bottom Promotions by Lift graphs Top and Bottom Promotions by Net Incremental Profit graphs
Promotion Detail	Promotion by Retailer report Promotion by Tactic report Report by Promotion
Lift Decomposition	Lift Decomposition by Promotion graph Lift Decomposition by Promotion report
Plan Comparison	Compare Plans graph Compare Plans report

Publishing from PTP to APCC

There are two workflows for published the detail and aggregate promotion measures. The process is similar to the Demantra Publish S&OP-APCC Measures. There are two branches:

Plan measures at aggregate level - PTP-APCC Aggregate Measures Workflow
All promotion measures at detail level - PTP-APCC Measures Workflow

The promotion flow is:

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The process of publishing starts by running the PTP-APCC Measures Workflow. From there, you go to either the Sales and Operations Planning Dashboard or the Trade Analyst Dashboard. If you are in S&OP, view the Promotion Measures and Dimensions using the Analysis menu choice. If you are in the Trade Analyst dashboard, view the Trade Analyst Dashboard reports. You create custom reports and custom graphs from both dashboards.

The dimensions and hierarchies in APCC are:

Promotion: Promotion Plan, Promotion
Promotion: Promotion Scenario Promotion
Item: Promotion Group, then Item
Tactic
Customer: Customer, Retailer

The promotion measures that are visible in the S&OP Analyst dashboard are:

Base Volume
Incremental Event Volume
Total Event Volume
Base Value
Incremental Event Value
Total Event Value
Manufacturer List Price
Regular Price
Promoted Price
Promotional Cannibalization Volume Forecast
Promotional Cannibalization Value Forecast
Promotional Pre-Post Effect Volume Forecast
Promotional Pre-Post Effect Value Forecast
Promotional Net Incremental Value Forecast

The detailed promotion measures that are visible in the Trade Analyst dashboard are:

Promotion
Tactic
Item
Site
Org (optional)
Date

Publishing to APCC generates a new APCC archive, which includes the promotion measures. All measures are plan-specific. The default plan names are:

APCC-PTP (detail measures)
APCC-PTP-A (aggregate measures)

Understanding Promotional Entities

You create custom reports and graphs based on the promotion measures that are imported from PTP.

Understanding Dimensions, Levels, and Hierarchies

Mandatory Dimensions, Levels, and Hierarchies

The table below lists the dimensions, levels, and hierarchies that are required to create your custom reports and graphs.

Dimension	Hierarchy/Level	Comments
Promotion	Promotion Plan Promotion	2 level hierarchy
Promotion	Promotion Scenario Promotion	2 level hierarchy
Tactic	Promotion Tactic	Tactic level values are: Feature Only Display Only Feature and Display Temporary Price Reduction (TPR) User provided additional tactics
Customer	Customer Retailer	Customer, Retailer is another hierarchy of the Account/Customer dimension

Additional Dimensions, Levels, and Hierarchies

In addition to the required dimensions, level, and hierarchies, there are additional parameters available, including:

Promotion measures, including those involved in calculations
Promotion aggregate measures
Promotion attributes
Promotion dimensions and levels

Promotion Measures

APCC stores promotion data at the Item level. The three tables below list the promotion measures you require:

Detail promotion measures
Detail promotion measures that are used in the calculations of aggregate measures in S&OP
Aggregate promotion levels

Note: The Organization dimension is not always part of a Demantra PTP implementation.

Detail Promotion Measures in the Trade Analyst and RT S&OP Dashboards

The table below lists the detail promotion measures in the Trade Analyst dashboard and the RT S&OP dashboard.

Measure	Dimensions	Comments
Promoted Price	Promotion, Tactic, Product, Org, Retailer, Time	Sale price of a promoted item/org for a retailer
List Price*	Product, Org, Retailer, Time	List price of a promoted item/org for a retailer
Shelf Price	Product, Org, Retailer, Time	Shelf price of a promoted item/org for a retailer
Sale Price	Product, Org, Retailer, Time	Similar to Promoted Price but Sale Price does not vary by Promotion
Lift	Promotion, Tactic, Product, Org, Retailer, Time	Lift in sales due to promotion
Fixed Cost*	Promotion, Tactic, Product, Org, Retailer, Time	Vehicle cost for the promotion
Buydown*	Promotion, Tactic, Product, Org, Retailer, Time	Buydown spend for the promotion
Event Spend*	Promotion, Tactic, Product, Org, Retailer, Time	Total planned spending for promotion, sum of buydown, vehicle costs, and slotting
Manufacturer Profit	Promotion, Tactic, Product, Org, Retailer, Time	Manufacturer's profit from the event
Incremental Manufacturer Profit*	Promotion, Tactic, Product, Org, Retailer, Time	Incremental profit to the manufacturer due to the promotion
CPIU*	Promotion, Tactic, Product, Org, Retailer, Time	Event cost per incremental unit sold as a result of the promotion
% Spend	Promotion, Tactic, Product, Org, Retailer, Time	Event spending, as a percentage of event sales
Promoted Price Planned	Promotion, Tactic, Product, Org, Retailer, Time	Planned Sale price of a promoted item/org for a retailer
Lift Planned	Promotion, Tactic, Product, Org, Retailer, Time	Planned Lift in sales due to promotion
Base Event Volume Planned*	Promotion, Tactic, Product, Org, Retailer, Time	Planned Expected base volume without a promotion
Incremental Event Volume Planned	Promotion, Tactic, Product, Org, Retailer, Time	Planned Incremental volume due to the promotion
Total Event Volume Planned	Promotion, Tactic, Product, Org, Retailer, Time	Planned Total volume of the promotion
Base Event Value Planned	Promotion, Tactic, Product, Org, Retailer, Time	Planned Expected base value without a promotion
Incremental Event Value Planned*	Promotion, Tactic, Product, Org, Retailer, Time	Planned Incremental value due to the promotion, expressed as a currency
Total Event Value Planned*	Promotion, Tactic, Product, Org, Retailer, Time	Planned Total value of the promotion
Event Spend Planned*	Promotion, Tactic, Product, Org, Retailer, Time	Planned Total planned spending for promotion, sum of buydown, vehicle costs, and slotting
Mfg Profit Planned	Promotion, Tactic, Product, Org, Retailer, Time	Planned Manufacturer's profit from the event
Incremental Manufacturing Profit Planned *	Promotion, Tactic, Product, Org, Retailer, Time	Planned Incremental profit to the manufacturer due to the promotion
CPIU Planned*	Promotion, Tactic, Product, Org, Retailer, Time	Planned Event cost per incremental unit sold as a result of the promotion
% Spend Planned	Promotion, Tactic, Product, Org, Retailer, Time	Planned Event spending, as a percentage of event sales
Net Incremental Manufacturer Profit	Promotion, Tactic, Product, Org, Retailer, Time	Net incremental profit for the manufacturer, after considering cannibalization and pre- and post-effects
Price Decrease Level	Promotion, Tactic, Product, Org, Retailer, Time	Calculated as: ((Shelf Price - Promoted Price) / Promoted Price)) * 100 rounded to nearest 5%
Price Discount Percentage	Promotion, Tactic, Product, Org, Retailer, Time	Calculated as: ( (Shelf Price – Promoted Price) / Promoted Price ) * 100
Incremental Event Value*	N/A	N/A
Manufacturer List Price*	N/A	N/A
Manufacturer Profit Planned	N/A	N/A
Regular Non-Promoted Price*	N/A	N/A
Regular Price*	N/A	N/A
Total Event Value*	N/A	N/A

* Measure is available in reporting currency.

Detail Promotion Measures Used in Calculations of Aggregate Measures in S&OP

The following table lists the detail promotion measures used in the calculations of aggregate measures in S&OP.

Measure Used in Calculations	Dimensions	Comments
Base Event Volume	Promotion, Tactic, Product, Org, Retailer, Time	Expected base volume without a promotion
Incremental Event Volume	Promotion, Tactic, Product, Org, Retailer, Time	Incremental volume due to the promotion
Total Event Volume	Promotion, Tactic, Product, Org, Retailer, Time	Total volume of the promotion
Base Event Value*	Promotion, Tactic, Product, Org, Retailer, Time	Expected base value without a promotion
Incremental Event Value*	Promotion, Tactic, Product, Org, Retailer, Time	Incremental value due to the promotion, expressed as a currency
Total Event Value*	Promotion, Tactic, Product, Org, Retailer, Time	Total value of the promotion
Promotional Cannibalization Volume Forecast	Promotion, Tactic, Product, Org, Retailer, Time	Reduction in volume to a non-promoted product as the result of a promotion
Promotional Cannibalization Value Forecast*	Promotion, Tactic, Product, Org, Retailer, Time	Reduction in revenue to a non-promoted product as the result of a promotion
Promotional Pre-Post Effect Volume Forecast	Promotion, Tactic, Product, Org, Retailer, Time	Reduction in volume before or after a promotion
Promotional Pre-Post Effect Value Forecast*	Promotion, Tactic, Product, Org, Retailer, Time	Reduction in revenue before or after a promotion
Promotional Net Incremental Volume Forecast*	Promotion, Tactic, Product, Org, Retailer, Time	Promotional Incremental Volume adjusted for Cannibalization and Pre-Post Effect
Promotional Net Incremental Value Forecast*	Promotion, Tactic, Product, Org, Retailer, Time	Promotional Incremental Value adjusted for Cannibalization and Pre-Post Effect

* Measure is available in reporting currency.

The promotion measures, which are visible in the S&OP Analyst dashboard, are listed below:

Base Volume
Incremental Event Volume
Total Event Volume
Base Value*
Incremental Event Value*
Total Event Value
Manufacturer List Price*
Regular Price*
Promoted Price*
Promotional Cannibalization Volume Forecast
Promotional Cannibalization Value Forecast*
Promotional Pre-Post Effect Volume Forecast
Promotional Pre-Post Effect Value Forecast*
Promotional Net Incremental Value Forecast*

* Measure is available in reporting currency.

Aggregate Promotion Measures in APCC

The table below lists the aggregate promotion measures in APCC.

Measure	Dimensions	Comments
List Price	Product, Org, Retailer, Time	List price of a promoted item/org for a retailer
Shelf Price	Product, Org, Retailer, Time	Shelf price of a promoted item/org for a retailer
Sale Price	Product, Org, Retailer, Time	Similar to Promoted Price but Sale Price does not vary by Promotion.
Base Volume	Product, Org, Retailer, Time	Expected base volume without a promotion activityd to Item, Org, Cust, Week.
Incremental Event Volume	Product, Org, Retailer, Time	Incremental volume due to the promotiond to Item, Org, Cust, Week.
Total Event Volume	Product, Org, Retailer, Time	Total volume of the promotiond to Item, Org, Cust, Week.
Base Value	Product, Org, Retailer, Time	Expected base value without a promotiond to Item, Org, Cust, Week
Incremental Event Value	Product, Org, Retailer, Time	Incremental value due to the promotion, expressed as a currencyd to Item, Org, Cust, Week
Total Event Value	Product, Org, Retailer, Time	Total value of the promotiond to Item, Org, Cust, Week
Promotional Cannibalization Volume Forecast	Promotion, Tactic, Product, Org, Retailer, Time	Reduction in volume to a non-promoted product as the result of a promotiond to Item, Org, Cust, Week
Promotional Cannibalization Value Forecast	Product, Org, Retailer, Time	Reduction in revenue to a non-promoted product as the result of a promotiond to Item, Org, Cust, Week
Promotional Pre-Post Effect Volume Forecast	Product, Org, Retailer, Time	Reduction in volume before or after a promotiond to Item, Org, Cust, Week
Promotional Pre-Post Effect Value Forecast	Product, Org, Retailer, Time	Reduction in revenue before or after a promotiond to Item, Org, Cust, Week
Promotional Net Incremental Volume Forecast	Product, Org, Retailer, Time	Promotional Incremental Volume adjusted for Cannibalization and Pre-Post Effectd to Item, Org, Cust, Week
Promotional Net Incremental Value Forecast	Product, Org, Retailer, Time	Promotional Incremental Value adjusted for Cannibalization and Pre-Post Effectd to Item, Org, Cust, Week

The aggregated promotion measures, listed below, are visible in the Answers area of the S&OP Analyst dashboard.

Base Event Volume Aggregate
Incremental Event Volume Aggregate
Total Event Volume Aggregate
Base Event Value Aggregate
Incremental Event Value Aggregate
Total Event Value Aggregate
Promotional Cannibalization Volume Forecast Aggregate
Promotional Cannibalization Value Forecast Aggregate
Promotional Pre-Post Effect Volume Forecast Aggregate
Promotional Pre-Post Effect Value Forecast Aggregate
Promotional Net Incremental Volume Forecast Aggregate
Promotional Net Incremental Value Forecast Aggregate

There are two additional Dimensions and levels:

Promotion Plan: a group of promotions
Promotion Group, also called Promotioned Product Group (PPG). This is a group of Items commonly promoted together. In Demantra, Promotion Groups are part of the product hierarchy (a parent of Item) and do not vary over time.

Understanding Promotion Analysis Reports and Graphs

You can view promotion information by Item, Tactic, Promotion, or Customer. Within these categories, can navigate or drill down to seeded promotion analysis and view seeded graphs. These reports and graphs let you

Review promotions by retailer
Review by groups of items promoted together
Review by promotion tactic
Review promotion tactic effectiveness by price and promotion group
Review by top or bottom performers based on lift, profit, or cost
Compare the base plan to one or more other plans

Seeded Tables

Table	Navigate to/Drill to
Promotion by Retailer	Detail by Retailer of Promotion Group
Report by Promotion	Promotion by Promoted Group
Promotion by Tactic	Promotion by Promoted Group
Incremental Sales by Price Point	Detail by Retailer of Promotion Group
Tactic Effectiveness by Promotion Group	Detail by Promotion Group
Life Decomposition by Promotion	Detail by Customer
Compare Plans

Seeded Graphs

The seeded graphs are:

Incremental Sales by Price Point
Tactic & Price
Tactic Effectiveness by Promotion Group
Life Decomposition by Promotion
Top Promotions by CPIU
Bottom Promotions by CPIU
Top Promotions by Lift
Bottom Promotions by Lift
Top Promotions by Net Incremental Profit
Bottom Promotions by Net Incremental Profit
Compare Plan

Analyzing Promotion

There are several reports you can create to look at the effectiveness of your promotion. You can analyze it by tactic, the time of year you ran it, the product, the retailer, and so on, or you may want to assess the tactic and percent price decrease to show the most and lease effective combination. Each tab on the Trade Analyst dashboard lets you choose the entities you wish to see in your report or graph.

This section provides examples of some of the numerous reports and graphs you can create.

Tactic and Price Graph

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Tactic Effectiveness by Promotion Group Graph and Corresponding Report

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Incremental Sales by Price Point Graph & Report

Incremental Sales by Price Point and Promotion report and graph appear within the same page layout.

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The corresponding report shows the baseline and incremental sales by price point.

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Top and Bottom Promotions

These graphs respectively show Top and Bottom Promotions by:

CPIU
Lift
Net Incremental Manufacturer Profit

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Promotion by Retailer

In this report, you can review details by retailer or details for the items in the promotion group by drilling down from the Retailer or Promotion Group columns, respectively.

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Lift Decomposition by Promotion Graph and Report

This example shows the Lift Decomposition by Promotion graph followed by the corresponding report.

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Compare Plans

This example shows the Compare Plan graph followed by the corresponding report.

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