Substitution (SUB) output worksheet

The Substitution (SUB) output worksheet displays all data related to products in the SUB Product Map worksheet.

Configuration

To configure this output worksheet, adjust the following components.

Customer Scope

To specify any applicable customer scoping:

1. Go to the Sales IQ > Outputs > Customers worksheet. Depending on your user permissions, the worksheet will resemble the following image.
   
2. Navigate to the SUB Customer Scope calculated column.
3. Edit the calculated column to use any available customer attributes that best define the scope for the SUB output worksheet. If you do not need to specify customer scope for this output worksheet, set the calculated column’s value to All.

For more information on calculated columns, read Calculated columns.

Product Mapping

The SUB output worksheet relies on the presence of targeted inventory product data uploaded to the Sales IQ > Outputs > SUB Product Map worksheet. Depending on your user permissions, the worksheet will resemble the following image.

This worksheet contains the following fields:

• Current Product—Identifies an existing TS Product Group value the output worksheet should target for an action.
• Target Product—Identifies a Product Group Id the output worksheet should identify with any published action.
• Customer Scope—Identifies any relevant customer scope for the Current Product + Target Product combination. If you do not need to specify customer scope, set this calculated column’s value to All to match the SUB Customer Scope’s value of All.

To define your product mapping:

1. Select Export and download a blank template.

2. Complete the template with the desired mapping.

   For example,

   If the following conditions are met:

   • You want customers in Branch 10 who previously purchased Product A to instead buy Product X.
   • You want customers in Branch 20 who previously purchased Product B or C to instead buy Product Y.

   Then use the following configuration:

   • Set the SUB Customer Scope calculated column to reference the branch field (with values of 10 or 20).
   • Upload three rows of data to the SUB Product Map worksheet with the following values:

   Current Product	Target Product	Customer Scope
   A	X	10
   B	Y	20
   C	Y	20

   The SUB output worksheet will reference the TS Output worksheet to identify all customers in Branch 10 who previously purchased Product A, and all customers in Branch 20 who previously purchased Product B or C. The SUB output worksheet will then display a potential action for all of the former customers to instead buy Product X and the latter customers to instead buy Product Y.

3. Select Import and import your mapping.

For more on importing and exporting data, read Import and export data.

Outputs

To view the results of running the SUB output worksheet, go to the SUB Output worksheet. Depending on your user permissions, the worksheet will resemble the following image.

This output worksheet generates data that has matching values in the TS Output worksheet and SUB Product Map worksheet based on their TS Product Group Id columns. The SUB Output worksheet contains the following metric fields:

• Baseline Volume—Total volume during the Baseline time period. The output worksheet measures this volume in TS Volume Metric.
• Baseline Transaction Count—Total number of transactions during the Baseline time period.
• Last Sale Period—Most recent aggregation period with an observed transaction.
• Action Impact—The Baseline Volume by default. Modify this calculated column as needed to create the desired Action Impact metric.
• Current—The Baseline Volume by default. Modify this calculated column as needed to capture the best measure of the “Current” state for any actions created.
• Target—The Baseline Volume by default. Modify this calculated column as needed to capture the best measure of the “Target” state for any actions created.