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

Simulating Promotions for Promoted Products and Categories

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

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 the option 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). 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 Promoted Products screen.
2. Perform one of the following actions:
   • Query for a promoted product.
   • Click New to create a new promoted product.
3. In the Promoted Products list, fill in the following fields in the order presented:
   • Account
   • Tactics
   • % ACV Promoted
   • Start Date
   • End Date
4. Drill down on the Product field hyperlink for a selected promoted product record.
5. Click the Simulation view tab.
6. In the Simulation list, click Simulate.

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

7. Modify any of the fields in Step 3 and repeat Step 4, Step 5 and Step 6 to generate another simulation.
8. 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, Step 5 and Step 8 to generate another simulation.

9. After reviewing the scenarios, select one by clicking the checkbox. 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).

To simulate a category promotion

1. Navigate to the Promotions screen > Promotion List view.
2. Select a promotion record.
3. Fill in the following fields:
   • Category
   • Tactics
   • %ACV Promoted
   • Period
4. Drill down on the Promotion field hyperlink.
5. Click the Simulation view tab.
6. Click Simulate.

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