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Gain More Visibility into Contracts

Manage rebates and analyze your business with a contract management tool

Contract Management

Save yourself the time and frustration of managing multi-year rebate contracts using the CPGToolBox Contract Planner. You can finally eliminate the manual process of sorting and compiling hundreds of spreadsheets to track every rebate contract in the field.  CPGToolBox Contract Planner will also enable you to access rebate fund updates automatically and in real-time.

Drive Revenue Growth

Calculate the revenue you can add to your bottom line by managing rebates with CPGToolBox Contract Planner and Salesforce.

Manage Your Rebates

CPGToolBox offers a powerful rebate management tool built for foodservice, sales terms, or non event-based promotions.

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

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


Manage lump sum contract funds and multi-year contracts


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

So Many SKUs, too Many Spreadsheets

When it comes to foodservice, sales terms, or non event-based promotions, the route to market has unique challenges. A contract management tool empowers CPG manufacturers to automate processes, gain visibility into each contract at multiple levels of the account hierarchy and organize SKUs.


Group SKUs into logical groups for rate assignment


Include or exclude specific SKUs from a contract based on business needs


View all SKUs assigned as ‘Contract Authorized Products’ for each ship-to account within a bill-to account

Settlements Are Simple with CPGToolBox Contract Planner


View real-time balances for accrued funds, contract spending/settlements and fund balances


Settlements can be associated with one or more contract funds


Set up approval process for funding and trigger notices if funds are close to depleting

Reports & Dashboards

You don’t have to rely on IT support to run powerful reports that are relevant to each user’s individual needs. Access dynamic KPI dashboards with CPGToolBox Contract Planner to quickly see and analyze your business performance from a contract management and claims settlement perspective.

Learn How CPGToolBox Contract Planner Works