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Promotions Dashboard - KPI Calculation Logic

promoskpi.jpg

The Promotions Dashboard displays KPI cards in the upper-left part of the report. These KPI cards summarize the main promotion execution indicators for the selected reporting period and active filters.

The KPI values are recalculated dynamically according to the selected report filters, such as reporting period, supervisor, employee, target group, category, call type, and brand.

The dashboard displays the following KPI:

Promotions Plan

Displays the total number of planned promotion activities for the selected reporting period and filter scope.

Business Value

Helps users understand the expected promotion workload and planned promotional activity volume.

DAX Formula

CALCULATE(
   SUM(crm_task_plan_v2_csv[plan_taskcount]),
   crm_task_plan_v2_csv[plan_name] = "promotion"
)

Calculation Logic

Calculates the total planned number of promotion tasks from the CRM task plan dataset where the plan type is equal to promotion.

Completed Promotions

Displays the total number of completed promotion activities for the selected reporting period and filter scope.

Business Value

Shows how many promotional activities were actually completed in the field. This KPI helps evaluate promotion execution volume and compare actual activity against the plan.

DAX Formula

VAR TotalTasks =
CALCULATE(
    [Promo Fact],
    DATEDIFF(crm_calendar_v2[calendar_month], TODAY(), MONTH) < 6,
    ALL(
        crm_calendar_v2[calendar_date_day].[Год],
        crm_calendar_v2[calendar_date_day].[Месяц],
        crm_calendar_v2[calendar_date_day].[Квартал]
    )
)

RETURN
    IF(TotalTasks = 0, BLANK(), TotalTasks)

Calculation Logic

Calculates the number of completed promotion activities based on CRM promotion fact data. The result is affected by the selected reporting period and active dashboard filters.

Completed Promotions %

Displays the percentage of completed promotions compared with the promotion plan.

Business Value

Helps users evaluate promotion plan completion and understand whether the field team is meeting planned promotional activity targets.

DAX Formula

IF(
   [Promo Plan] > 0,
   DIVIDE([Promo Fact], [Promo Plan]),
   BLANK()
)

Calculation Logic

Calculates the ratio of completed promotions to planned promotions. If the promotion plan is greater than zero, the system divides completed promotions by planned promotions. If the plan is empty or equal to zero, the result is blank.

Promotions on Call

Displays the average number of promotions performed per call.

Business Value

Helps users evaluate promotion intensity during CRM calls and understand how actively promotional content or brand-related activities are used during interactions.

DAX Formula

DIVIDE(
   COUNT(crm_promotion_fact_csv[key_task_id]),
   DISTINCTCOUNT(crm_task_fact_v2_csv[key_task_id])
)

Calculation Logic

Calculates the ratio of promotion activity records to unique CRM calls. This shows how many promotions are performed on average during one call.

Icon Calculation Logic

The icons in the Promotions by Target and Brand table are based on conditional formatting logic. The system compares the current promotion value with the value from the previous month:

  • Green upward arrow — current value is higher than the previous month.
  • Red downward arrow — current value is lower than the previous month.
  • Orange horizontal arrow — current value is equal to the previous month.
  • Blank — no current promotion value is available.

DAX Formula

CALCULATE(
   VAR CurrentPromoFact = [Promo Fact]
   RETURN
       IF(
           NOT(ISBLANK(CurrentPromoFact)),
           SWITCH(
               TRUE(),
               CurrentPromoFact > [Promo Fact Prev Month], 1,
               CurrentPromoFact < [Promo Fact Prev Month], 2,
               CurrentPromoFact = [Promo Fact Prev Month], 3,
               TRUE, ""
           )
       ),
       DATEDIFF(crm_calendar_v2[calendar_month], TODAY(), MONTH) < 6,
       ALL(
           crm_calendar_v2[calendar_date_day].[Год],
           crm_calendar_v2[calendar_date_day].[Месяц],
           crm_calendar_v2[calendar_date_day].[Квартал]
       )
)