Siebel Consumer Goods Guide > Trade Promotions >

Creating Plans (End User)

Key account managers can create plans and then create account promotions for their plans. These plans depict aggregate results of the promotions. For each plan, key account managers can also enter an ROI (return on investment) target. After a key account manager has run promotions in a plan, the key account manager can check to see whether the ROI target was met.

NOTE:  Key account managers can also create a plan by copying an existing plan and giving it a new name. This can save considerable time if the plans have similar attributes. When copying a plan, all active discretionary promotions within the plan, as well as their promoted products, are copied.

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

To create a plan

1. Navigate to the Plans screen > Plan List view.
2. Create a new record and complete the fields as described in the following table.

   Fields	Comments
   Name	Name of the plan.
   Status	The status of the plan. It can have one of the following values: New Cancelled Pending
   Revision	Revision number of the plan.
   Account	Select the account for which you are creating a plan.
   Period	Time period for which the plan is active.
   Organization	Organization where the plan is implemented.

To add a new promotion to a plan

1. Navigate to the Plans screen.
2. Drill down on the Name field hyperlink for a selected plan, and click the Promotions view tab.
3. In the Promotions list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Description
   Actual Baseline Revenue	Displays the actual baseline revenue.
   Actual Baseline Volume	This is assumed to be equal to estimated base volume.
   Actual Fund Payments	Displays the actual fund payment.
   Actual Incremental COGS	(Actual Incremental Cases)*COGS.
   Actual Incremental Revenue	(Actual Total Revenue - Actual Baseline Revenue).
   Actual Incremental Volume	(Actual Total Volume - Actual Baseline Volume).
   Actual ROI	(Actual Incremental Revenue - Actual Incremental COGS) / Actual Total Spend.
   Actual Total Revenue	Displays total revenue. This value is the sum of Actual Incremental Revenue and Actual Baseline Revenue.
   Actual Total Volume	This field displays the sum of the shipments.
   Consumption End	Date when consumer purchases under this promotion end. This date can be after the promotion end date.
   Consumption Start	Date when the products are available for purchase by consumers. If consumption information for each promotion is obtained from external databases, the start and end dates can be used to restrict the list of consumption records. This date must be within the period of the promotion.
   Corporate Promotion	Name of an existing promotion created by brand or sales management, or by the key account manager. This field is automatically completed if the account has a primary account promotion profile. May also be a new name given to the promotion you create.
   Est Baseline Revenue	Sum of Est Baseline Volume multiplied by (List Price - Est Variable Spend/Unit).
   Est Baseline Volume	By default, this field displays the sum of all estimated baselines associated with the promoted products for the plan's promotions. Any baseline quantity can be associated with multiple accounts, periods, or products within the plan.
   Est Fund Allocations	Sum of all deals.
   Est Incremental COGS	Sum of (COGS * Est Incremental Volume).
   Est Incremental Revenue	Sum of Est Incremental Volume * (List Price - Est Variable Spend/Unit).
   Est Incremental Volume	This field displays the total incremental volume rolled up from promoted products.
   Est ROI	(Est Incremental Revenue - Est Incremental COGS)/Est Total Spend.
   Est Total Spend	(Est Variable Spend + Est Fixed Spend).
   Est Total Volume	Displays the sum of the estimated baseline volume and the estimated incremental volume.
   Est Variable Spend	(Est Total Volume * Est Variable Spend).
   Est Variable Spend Per Unit	(Est Total Volume / Est Variable Spend).
   Lift	This field interacts with the Est Baseline Volume field. When one field is updated, the other is updated automatically.
   Name	Name of the promotion.
   Organization	The name of the organization executing the promotion.
   Period	Time period for which the plan is active.
   Price List	The price list associated with the promotion.
   Promotion End	End date for the promotion.
   Promotion Start	Start date for the promotion.
   Revision	Revision number.
   Shipment End	Date when shipments for this promotion end. The date cannot be after the Promotion End Date.
   Shipment Start	Date when shipments for this promotion can begin. This date can be before the promotion start date.
   Status	Status of the plan.
   Total Revenue	(Baseline Revenue + Incremental Revenue).