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A Complete Sales & Marketing Toolbox for CPG

One System for Trade Promotion Management, Optimization, Business Intelligence and Foodservice Contracts

Our Products Portfolio

Are you among the 77% of CPG organizations relying on Excel spreadsheets to manage trade promotions and foodservice contracts? CPGToolBox provides the trade management software products you need at a low cost of ownership. Our toolbox includes:

Trade Planner

Gain better control of the entire Trade Promotion Management (TPM) cycle

A smarter, faster Trade Management system to help CPGs boost productivity.

Trade Funds Management:  Manage trade fund accruals and lump sum allocations in real time

Trade Promotion Management: Manage trade promotion and tactical events on interactive Planning Calendar

Forecast Management: View base volume and incremental volume a promotion will deliver for a selected promotional period

Checkbook Management: View real time balances and how settlements impact each fund


Settlement Management: Manage deductions, check requests and off invoice settlement types

Trade Intelligence

Fast-track how you gather insights and analyze volumes of trade spend data

A Business Intelligence app powered by AI to simplify the analysis process.

Analyze data without building algorithms


Filter data using search-based queries

Drill into data by region, account, brand, and promotional event

Revise one data point and all KPIs instantly update

Connect multiple sources to create rich datasets

See your entire trade business on one screen

Learn what happened and why with a couple clicks

Contract Planner

Manage multi-year contracts for rebates and lump sum funding

A rebate management tool for Foodservice, sales terms, or non event-based promotions.


Group SKUs into logical groups for rate assignment

Link multiple ship-to locations to one bill-to account


Manage lump sum contract funds and multi-year contracts

Manage against a hierarchy of rebate types, including tiered rebates based on volume tiers


Set up approval process/trigger notices for funding

Produce a contract pro-forma to evaluate the contract’s profitability

See the Benefits of TPM + Salesforce