Siebel Consumer Goods Guide > Trade Promotions >

Simulating Promotions for Promoted Products and Categories (End User)

Promotion simulations allow key account managers to simulate the results of a promotion that is under consideration. Simulation results are saved as they are performed. 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 Goods 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 the Siebel Enterprise Integration Manager Administration Guide.

Table 13 describes selected fields in the Simulation subview that are used to simulate product and category promotions.

NOTE:  Fields are listed alphabetically.

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

This task is a step in Process of Managing Trade Promotions.

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 Goods application, the key account managers have the option to simulate promotion of a product as part of a promotion.

For information on adding promoted products to promotions, see Adding Promoted Categories to Account Promotions.

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). In the case of promotion simulation by product, the data from the selected scenario overwrites/populates the attributes of the promoted product.

To simulate promotion of a product as part of a promotion

1. Navigate to the Promotions screen.
2. Drill down on the Promotion field hyperlink for a selected promotion record.
3. In the Promoted Categories list, select the promoted category that contains the product for which you want to simulate a promotion.
4. Perform one of the following actions in the Promoted Products list:
   • Query for a promoted product.
   • Click New to create a new promoted product.
5. In the Promoted Products list, fill in the following fields in the order presented:
   • Account
   • Tactics
   • % ACV Promoted
   • Start Date
   • End Date
6. Drill down on the Product field hyperlink for the selected promoted product record.
7. Click the Simulation view tab.
8. In the Simulation list, click Simulate.

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

9. Modify any of the fields in Step 5 and repeat Step 6, Step 7 and Step 8 to generate another simulation.
10. After reviewing the scenarios, select one by selecting the check box.

    The system updates the promoted product with the data from the selected scenario.

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).

For more information about lift factors, see Viewing and Copying Lift Factors (End User).

To simulate a category promotion

1. Navigate to the Promotions screen > Promotion List view.
2. Drill down on the promotion record that contains the category for which you want to simulate a category promotion.

   The Promoted Categories list appears.

3. Fill in the following fields for the category for which you want to simulate a category promotion:
   • Tactics
   • % ACV Promoted
   • Period
4. Drill down on the Category field hyperlink.
5. Click the Simulation view tab.
6. Click Simulate.

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