Targeted Sale (TS) engine

The Targeted Sale (TS) engine generates an aggregation of historical sales by customer ID and product group. This aggregation is the basis of Sales IQ’s Inventory and Substitution output worksheets.

Configuration

To configure this engine, adjust the following components.

Engine Parameters

To view the parameter settings for this engine, go to the Engine Parameters worksheet. Depending on your user permissions, the worksheet will resemble the following image.

The TS engine uses the Baseline_Periods parameter associated with the Action Type Id of TS. Baseline_Periods specifies the number of historical aggregation periods used to calculate this action type’s Baseline time period.

To view an action type’s Baseline time period, go to the Aggregated Time Periods worksheet. To update an action type’s Baseline time period, run the Prep Data and Update Time Periods worksheet action.

Volume Metric

To view the volume metric for this engine, go to the Sales IQ > Engine Config > Sales IQ Transactions Aggregated worksheet. Depending on your user permissions, the worksheet will resemble the following image.

The TS Volume Metric calculated column defines the volume metric used in the TS engine. The following default calculation uses revenue normalized with any applicable currency conversions. Update this calculation as needed.

(CASE WHEN ([Currency Conversion Rate] > 0)
THEN [Currency Conversion Rate]
ELSE 1
END)
* [Revenue]

Product Group

To view how this engine groups products, go to the Sales IQ Products worksheet and navigate to the TS Product Group calculated column. Depending on your user permissions, the worksheet will resemble the following image.

Edit the calculated column to use any available product attributes that best define the product grouping level for the TS engine. This engine excludes products configured with a null value from engine outputs.

Outputs

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

This engine generates results for every Customer Id + Product Group combination observed during the Baseline time period. This worksheet contains the following metric fields:

• Baseline Volume—Total volume of the Baseline time period. The engine measures this volume in the 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.