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

Creating Plans

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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 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.

To create a plan

Navigate to the Plans screen.
In the Plans list, add a record and complete the necessary fields.

Some of the fields in the Plans list are described in the following table.

Fields	Comments
Account	Account for which the plan was created.
Active	If checked, indicates that the plan is active.
Actual Base Qty	Assumed to be equal to the Estimated Baseline Qty.
Actual Funds	This calculated field displays the total paid payments for all promotions in the plan.
Actual Incremental Qty	This field displays the Actual Total Qty minus the Actual Base Qty.
Actual ROI	This calculated field displays the Actual Total Qty divided by the Actual Funds.
Actual Total Qty	By default, this field displays the sum of all shipments associated with the promoted products for the plan's promotions. Any shipment record can be associated with multiple accounts, periods, or products within the plan.
Estimated Base Qty	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.
Estimated Funds	The amount of the deals that have been allocated for each of the promotions in the plan.
Estimated Incremental Qty	This field displays the Total Incremental Qty.
Estimated ROI	The value in this field is calculated by dividing the Estimated Total Qty by the Estimated Funds.
Estimated Total Qty	The sum of the estimated baseline quantity and the estimated incremental quantity.
Name	The name of the plan.
Organization	Organization for which the plan was created.
Period	Time period for which the plan is active.
Revision	Revision number of the plan.
Status	Status of the plan. LOV Type: PROMOTION_STATUS
Target ROI	Target return on investment.

To add a new promotion to a plan

Navigate to the Plans screen.
In the Plans list, select a plan.
Click the Promotions view tab.
In the Promotions list, add a record and complete the necessary fields.
In the Promotion field, click the Promotion select button.
From the Promotion dialog box, create a new promotion or select an existing corporate or discretionary promotion.
To create a new promotion, click New. Fill in the fields, (some of the fields are described in Table 24) and then click OK.
To select an existing promotion, select a promotion and click OK.

Table 24. Selected Fields in the Promotion Dialog Box

Fields	Comments
Name	Name given to the promotion by brand or sales management or by the key account manager for discretionary promotions.
Period	The period of time for which the promotion is valid.

NOTE:  Each time you create a new account promotion, Siebel Consumer Sector also creates a corresponding discretionary promotion that serves as a template for the new account promotion.

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