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Creating High-Level Promotions for Account Promotions (End User)

Account managers can create high-level promotions for account promotions 12 to 18 months before actually implementing those account promotions. These high-level promotions can include general data such as, accounts, promoted categories, promotional tactics, time periods, expected volumes, and expected expenditures. These high-level promotions do not include more specific data, such as promoted product information or promotion names.

You can add to account promotions the categories and their associated data in a high-level promotion. For more information, see Adding Categories to Account Promotions.

Account managers can also simulate the results of high-level promotions for account promotions. For more information, see Simulating the Results for High-Level Promotions for Account Promotions.

This task is a step in Process of Managing Account Promotions (End User).

To create a high-level promotion

1. Navigate to the Plans screen, then the Plan List view.

   If you want to create a new plan for account promotions, see Creating Plans for Account Promotions.

2. Drill down on the Name field hyperlink for a plan record.
3. Click the High-Level Planning view tab.

   NOTE:  If you want to create a high-level promotion that is not associated with a plan for account promotions, navigate to the Promotions screen, then the High-Level Planning view. If you want to create a high-level promotion for an account, navigate to the Accounts screen, then the Accounts List view, drill down on the Name field for an account, and click the High-Level Planning view tab.

4. In the list of high-level promotions, create a new record, click the select button in the Categories field, select a category in the Add Categories dialog box, and click OK.

   The Add Categories dialog box shows the categories that are public and the categories that are private and associated with access groups for which you are a member.

5. Complete the other necessary fields.

   About Some Fields for Promotions and the following table describe some fields.

   Field	Comments
   Start Date	The start date for the high-level promotion.
   End Date	The end date for the high-level promotion.
   Lift Factor	This field is populated when you click the Simulate button to simulate the results for the high-level promotion. For more information about lift factors, see Process of Simulating High-Level Promotions and Account Promotions (End User).

6. Click Forecast to update the Est Baseline Volume field and the Est Baseline Revenue field for the high-level promotion with data from sales volume plans.

   The fields are populated with category baseline data that is retrieved from sales volume plans based on the promoted category as well as the account and time period for the high-level promotion. For information about viewing baseline data in sales volume plans, see Viewing SVP Data (End User).

   If you change the promoted category, account, or time period data, and then click Forecast again, the Est Baseline Volume field and the Est Baseline Revenue field are updated again.

   NOTE:  For information about configuring the Forecast button to update other fields, see Configuring the Forecast Button.