Business Value
The Promotions dashboard provides an overview of promotional activity execution and helps users compare planned versus actual promotions across employees, brands, and target groups.
The dashboard helps management monitor how effectively promotional activities are performed in the field, identify gaps between planned and completed promotions, and evaluate brand-focused engagement dynamics. It supports marketing execution control, helps detect underperforming promotional directions, and improves alignment between sales force activity and marketing strategy.
The dashboard helps users:
- monitor promotional activity execution;
- compare planned and actual promotional activities;
- identify gaps in promotion completion;
- evaluate promotional performance by employee, brand, or target group;
- analyze brand-focused engagement dynamics;
- support promotional strategy adjustments and brand prioritization;
- improve control over field marketing execution.
Main Users
The dashboard is primarily used by:
- Product Managers;
- Marketing Managers;
- Regional Managers;
- Sales Managers;
- CRM Administrators.
Key Decisions Supported
The Promotions dashboard supports decisions related to promotional strategy adjustments, brand prioritization, employee promotional activity monitoring, target group engagement optimization, marketing execution control, and identification of brands or territories with insufficient promotional activity.
Additional Business Rules
- All visualizations are dynamically recalculated based on active filters.
- Dashboard results depend on synchronized CRM activity data.
- Delays in CRM synchronization may temporarily affect KPI accuracy.
- User permissions may limit visibility of specific territories, employees, brands, or customer segments.
- Historical changes to plans or CRM records may affect retrospective analysis.