This guide shows you how to use the Promotion Overview report in the effectmanager Report module.
This guide is only relevant if you have the online Promotion Reports module in effectmanager.
The Promotion Overview report provides you with a report in a calendar view based on your filtering selections. This report is similar to the Scheduler Single View, but here we color code the promotions based on Promotions Type and the Mechanism is used instead of the Promotion Number.
If you need a list view of the Promotions, please use the Promotion Calendar report.
In effectmanager, placing your mouse on the promotion will show you the promotion number, mechanism, and products on the promotion.
👍Pro-tip for the Sales Rep: This report is great for your sales reps in their preparation for a sales tour together with the promotion calendar they are very well prepared for any sales tour.
The overview report will show the promotions mechanism, so they can easily show this to the customer.
👍Pro-tip for the KAM: The Promotion Overview is also a great tool for any Key Account Manager, as it provides an overview that can be sent to your customers. This way you can show them all promotions for a period. Filtering on the Promotion Stage provides you with an overview of Planned, Confirmed, and Completed promotions.
The Promotion Overview report also has the option to color-code your promotions based on promotion type. To color-code promotion with your own color selection in the report, you must add colors to your promotion types in Promotion Properties under Settings. Select the Promotion Type and press Edit, then the color can be added to the Promotion Type.
NB! If you do not add colors, you will see the colors used in the Promotion Scheduler Single View. In the export, the promotions will be without colors.
The promotion Overview report can be exported to Excel and scheduled for send-out.
If you need a guide that shows you how to schedule reports in effectmanager, please see our guide How to schedule a task/report in effectmanager
Below is an example of the Promotion Overview exported to Excel.