Learn About Tactics and Tactic Funds
Learning Objectives
After completing this unit, you’ll be able to:
- Explain the benefits of tactics, the tactic fund card, and the spend planning card.
- List the uses of tactic funds.
- Add funds to a tactic.
- Understand the available budget in a fund.
About Tactics
As you learned earlier in this module, tactics are ways of running promotions or the executable parts of promotions. In CG Cloud, KAMs can use tactics like displays, advertisements, consumer price reductions, and allowances to run promotions.
Gustavo wants to ensure that the May Push promotion has the best tactics applied, so he opens the promotion to take a look. The tactics pane lists all the tactics associated with the promotion.
Click each tactic on the tactics pane to see the detailed information in the Tactic Information area.
Click each item to learn about the types of tactic information.
Tactic Fund Card
The Funds area shows the fund used to sponsor the cost of a tactic.
The area also displays KPIs, including Plan Spend, Funding Percentage, Latest Estimate (LE) Spend, Liabilities, and Off Invoice (OI) Costs.
Gustavo associates the funds allocated by Alpine Group’s finance department to each tactic to provide a budget for the tactic spend. He assigns new funds to or unassigns existing funds from the tactic in promotion edit mode.
For more information, see Tactic Funds Card.
Spend Planning Card
Spend Planning allows the KAM or promotion planner to effectively plan the tactic cost for each product or product group included in a tactic.
To access the spend planning card (SPC), Gustavo clicks 
from the tactic card on the Promotion Detail page.
CG Cloud displays the SPC. The Total Volume in the SPC updates based on what’s defined in the VPC.
You can exclude the individual products and product groups fetched from the promotion level in the tactic level. Both valid and invalid products are available on the SPC. You can remove an invalid product if required. For example, you can remove a product that is no longer listed but wasn’t removed because the promotion was running and a condition existed for that product.
To exclude products or product groups, clear the relevant checkboxes in the SPC.
The SPC displays values for only the active tactics. CG Cloud stores the manual inputs provided for a tactic even if you mark the tactic inactive later on. When you reactivate the tactic, the manual inputs are available again.
For more information, see View the Spend Planning Card.
Tactic Funds
A tactic fund is an allocation of money to sponsor the cost of a tactic. When KAMs like Gustavo create a promotion and link tactics to it, CG Cloud selects a tactic fund with these characteristics.
- The status of the fund is active.
- The fund uses the same template as the tactic.
- The anchor product of the fund is associated with at least one of the target tactic products.
- The KPIs associated with the fund can be customized.
Tactic funds prepare key values that enable proper calculation, storage, and visibility of fund-specific metrics. Gustavo can link funds to tactics either manually or through an automated process. The method of linking funds depends on the activation status of the fund auto-determination feature.
- If fund auto-determination is disabled, you can link funds to tactics manually by using the Tactic Funds card.
- If fund auto-determination is enabled, CG Cloud runs the fund auto-determination process to automatically select a suitable fund for the tactic.
If Gustavo edits a fund associated with a promotion or tactic, CG Cloud immediately updates the funds for all relevant tactics of the promotion. He can view the updated funds without having to save and refresh the promotion.
Fund-Tactic Linking
If fund auto-determination is disabled, you can manually link funds to tactics in the Tactic Funds card. After Gustavo enables Payment Overwrite in the sales org, he can only add certain types of funds to the tactic. This includes funds with the same qualities as the existing fund, such as those:
- With the same fund template
- Specific to an account
- Valid for the same timeframe
- That relate to one of the effective categories or brands for the promotion
You can use only one tactic fund with the anchor type set as Customer.
Gustavo adds funds to the tactic Price Cut, which is linked to the promotion May Push. Here’s how he does it.
- On the Promotion Detail page, click Edit.
- Select a tactic to add a fund: Price Cut.
- In the Tactic Funds card, click Manage Funds.
- Select one or more funds.
- Click Link Funds.
- Click Save.
For more information, see Add a Fund to a Tactic.
Available Budget in a Fund
A tactic fund displays tactic-driven values. All KPIs and charts are configurable, so Gustavo can adapt them to his business needs. Gustavo checks the available budget for the tactic funds he’s managing.
Open the fund record to explore the budget summary and the debit summary. Debit is the money that’s moving out of the fund.
Budget Summary
Match the terms with their corresponding definitions to check your knowledge about the budget summary and debit summary.
Debit Summary
Gustavo has learned about tactics, tactic funds, spend planning, and fund budgets. Next, he explores how to push a promotion. Head over to the next unit to follow along.