The Tableau Accelerator for Key Account Management gives you a clear view of how your Brands are performing in the marketplace,

* **Uncover growth opportunities**
* **Shed light on competitive advantages and risks**
* **Identify the different types of funds used**
* **Optimise your trade spend by maximising promotions’ execution**

### Answer key business questions

* What is the Market Share of our Brands?
* How do our Brand sales compare to category sales?
* How have the Company’s Sales changed over time compared to competitors?
* How does our Brand’s Market Share grow compared to competitors’ growth?
* In which states have our Brands’ Market Share increased/decreased?
* What is the contribution of Sales with Promotion to Total Sales?
* What is the impact of Promotions on Total Sales and Market Share?
* Which Stores are the best or worst performers in terms of Sales and Market Share?
* Where are our Brands sold?
* How often do we run Promotions over the last period?
* Have the promotions been effective and successful?
* What funds were allocated, and how were they used?
* What is the volume of Claims (payment requests) to be processed?

### Monitor and improve KPIs - Syndicated Data

* Revenue Market Share
* Unit Market Share
* Total Sales Amount
* Market Size
* Sales with Promotions
* Revenue from Promotions %
* Nb Stores Selling our Brands
* Nb Stores
* Nb of Promoted Products
* Nb of Products
* Market Unit Sales
* Company Unit Sales
* Market Sales Amount
* Company Sales Amount
* Average selling price
* Average Discount Amount
* Nb of Promotion Weeks

### Monitor and improve KPIs – Salesforce Trade Promotion Management (TPM)

* Current Budget
* Pending Budget
* Current Balance
* Pending Balance
* Spending (Committed)
* LE Spend (Pending)
* LE Spend (Approved)
* Total Deposits (Approved)
* Total Deposits (Pending)
* Actual Rate-Based Funds(RBF)
* Remaining Rate-Based Funds(RBF)
* Total Credits (Approved/Earned)
* Total Credits (Pending/Estimated)
* Withdraws/Claims (Approved)
* Liabilities (Accrued)
* Invoice Based Costs
* Liabilities unpaid
* Total Debits (Approved)
* Total Debits (Pending)

### Required attributes - Syndicated Data

* Date (date)
* Brand (string)
* Is Our Brand (string) ← expected values: “Y”, “N”. “Y” means our Company is selling the Brand.
* Store (string)
* Category (string)
* Product (string)
* Is Promotion? (string) ← expected values: “Y”, “N”. “Y” means the Product is on promotion.
* Country (string)
* Region (string)
* State Name (string)
* Postcode (string)
* City (string)
* Base\_Price (numeric)
* Selling Price (numeric)
* Incremental Units (numeric)
* Base Unit Sales (numeric)
* Base Sales Amount (numeric)
* Unit Sales (numeric)
* Sales Amount (numeric)

### Required attributes - [Salesforce TPM ORG](https://www.salesforce.com/uk/products/consumer-goods-cloud/trade-promotion-management/)

#### The Accelerator shows data from these objects:

* Account
* Product2
* cgcloud\_\_Account\_Set\_\_c
* cgcloud\_\_Fund\_\_c
* cgcloud\_\_Fund\_Template\_\_c
* cgcloud\_\_Fund\_Transaction\_Row\_\_c
* cgcloud\_\_Payment\_\_c
* cgcloud\_\_Payment\_Tactic\_\_c
* cgcloud\_\_Payment\_Tactic\_Fund\_\_c
* cgcloud\_\_Payment\_Tactic\_Product\_\_c
* cgcloud\_\_Payment\_Template\_\_c
* cgcloud\_\_Promotion\_\_c
* cgcloud\_\_Promotion\_Template\_\_c
* cgcloud\_\_Tactic\_\_c
* cgcloud\_\_Tactic\_Fund\_\_c
* cgcloud\_\_Tactic\_Product\_\_c
* cgcloud\_\_Tactic\_Template\_\_c

Salesforce Consumer Goods Cloud - Key Account Management

Monitor and improve your brands’ performance in the marketplace

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