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Siebel Consumer Goods Guide > Trade Promotions >
Viewing Account Promotion Details
Account managers can quickly review all promotions across all accounts for which they are responsible. Sales managers can see and rank all the promotions in their territory, or brand managers can see all the promotions that promote their products. To view account promotion details
- Navigate to the Promotion screen, then the Account Promotions List view.
- Drill down on the Promotion field hyperlink for an account promotion record.
- Click the Details view tab.
- In the form, complete the necessary fields.
The following table describes some fields.
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Corporate Promotion |
Use as a starting template for the promotion. This field is useful for leveraging the marketing materials and research already done to plan a company-wide promotion, such as for new product introductions and seasonal events. |
Promotion Reason |
Classifies the trade spend and helps with automatic association of the promotion spend to the correct fund. Options include:
- ROI. Generates additional profit for the company.
- Critical Stock. Moves product that is approaching its expiration date.
- New Product. Helps introduce a new product to the market.
- Clearance Stock. Helps a customer move excess warehouse inventory.
- Trade Term. Provides an overall picture of total trade spend and helps analyze total promotion profitability and total customer profitability.
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Scenario Planning |
Add one or more scenarios that allow decision makers to more analytically choose how they might spend available funds or how they can best move critical inventory at the lowest cost. For more information about scenario planning, see About What-If Scenarios at the Account Plan Level. |
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