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About Phasing Results

This topic provides information about phasing results and phasing recalculation results for promoted categories.

About Phasing Results for Promoted Categories

Regardless of when you phase a promoted category, the available data for the planned fields is allocated using the percentages for all of the weeks in the phasing pattern. The data allocated to nonplanned fields depends on when you phase the promoted category:

• If you phase a promoted category before the shipment start date for the account promotion, the available data for nonplanned fields is allocated using the percentages for all of the weeks in the phasing pattern.

  For example, if the phasing pattern is 40%, 30%, 20%, and 10%, if a nonplanned field has a value of $100, and if you phase before the first week in the shipment time period, then the phasing result for the nonplanned field is allocated as follows: $40, $30, $20, $10.

• If you phase a promoted category during the shipment time period for the account promotion, the available data for nonplanned fields is allocated as follows:
  • For any weeks in the phasing pattern prior to the week that contains the current date, the nonplanned fields are not allocated any data.
  • For the week in the phasing pattern that contains the current date, the nonplanned fields are allocated data using the percentages for that week and for any prior weeks in the phasing pattern.
  • For any weeks in the phasing pattern subsequent to the week that contains the current date, the nonplanned fields are allocated data using the percentages for the corresponding weeks in the phasing pattern.

    For example, if the phasing pattern is 40%, 30%, 20%, and 10%, if a nonplanned field has a value of $100, and if you phase during the second week in the shipment time period, then the phasing result for nonplanned field is allocated as follows: $0, $70, $20, $10.

• If you phase a promoted category after the shipment end date for the account promotion, the available data for nonplanned fields is allocated as follows:
  • For all weeks in the phasing pattern, the nonplanned fields are not allocated any data.
  • For the week that contains the current date, the nonplanned fields are allocated all data.

    For example, if the phasing pattern is 40%, 30%, 20%, and 10%, if a nonplanned field has a value of $100, and if you phase in the week after the shipment time period, then the phasing result for nonplanned field is allocated as follows: $0, $0, $0, $0, $100.

NOTE:  The logic described in this topic provides a general framework for phasing result calculations. In some scenarios and for some fields, this logic does not apply.

About Phasing Recalculation Results for Promoted Categories

Regardless of when you recalculate the phasing result for a promoted category, the planned fields for all of the weeks in the phasing pattern do not change. The change in nonplanned fields depends on when you recalculate the phasing result:

• If you recalculate the phasing result for a promoted category during the shipment time period for the account promotion, the available data for nonplanned fields is recalculated as follows:
  • For any weeks in the phasing pattern prior to the week that contains the current date, the nonplanned fields are not recalculated.
  • For the week in the phasing pattern that contains the current date, the nonplanned fields are allocated data using the percentages for that week and for any prior weeks in the phasing pattern. Then, the data in the nonplanned fields that is not recalculated for the prior weeks is subtracted from this allocation.
  • For any weeks in the phasing pattern subsequent to the week that contains the current date, the nonplanned fields are recalculated using the percentages for the corresponding weeks in the phasing pattern.

    For example, if the phasing pattern is 40%, 30%, 20%, and 10%, if a nonplanned field has a value of $100, and if you phase before the first week in the shipment time period, then the phasing result for the nonplanned field is allocated as follows: $40, $30, $20, $10. If the nonplanned field value later changes to $200, and if you recalculate the phasing result during the second week of the shipment time period, then the phasing result for the nonplanned field is allocated as follows: $40, $100, $40, $20. The phased data for the first week is not recalculated. The phased data for the second week is calculated as follows: [($200 multiplied by .70) minus $40]. The phased data for the third week is calculated as follows: ($200 multiplied by .20). The phased data for the fourth week is calculated as follows: ($200 multiplied by .10).

• If you recalculate the phasing result for a promoted category after the shipment end date for the account promotion, the available data for nonplanned fields is recalculated as follows:
  • For the all weeks in the phasing pattern, the nonplanned fields are not recalculated.
  • For the week that contains the current date, the nonplanned fields are allocated all data. Then, the data in the nonplanned fields that is not recalculated for the prior weeks is subtracted from this allocation.

    For example, if the phasing pattern is 40%, 30%, 20%, and 10%, if a nonplanned field has a value of $100, and if you phase before the first week in the shipment time period, then the phasing result for the nonplanned field is allocated as follows: $40, $30, $20, $10. If the nonplanned field value later changes to $200, and if you recalculate the phasing result in the week after the shipment time period, then the phasing result for the nonplanned field is allocated as follows: $40, $30, $20, $10, $100. The phased data for the first four weeks is not recalculated. The phased data for the fifth week is calculated as follows: [($200 multiplied by .100) minus $40 minus $30 minus $20 minus $10].

NOTE:  The logic described in this topic provides a general framework for phasing result calculations. In some scenarios and for some fields, this logic does not apply.