A Smarter, Lightning Fast Approach to Trade Planning

Our Trade Promotion Management (TPM) system is built on the Salesforce platform providing better analytics, data visualization reports and real-time insights for one-tenth the cost of traditional TPM solutions.

Plan and Track Trade Promotions Lightning Fast

The Trade Planner Lightning Experience is optimized for speed. All TPM functions are oriented around the account, not separate tab-driven functions. You can forecast, plan, settle and analyze promotions in less time and without an excessive number of steps, spreadsheets or clicks.

Boost Productivity

Working in the Lightning version of CPGToolBox Trade Planner requires minimal effort, so you can boost daily productivity and let Sales focus on selling. Less navigation and an intelligent interface delivers a user-friendly solution that is easy to learn and use.

The CPGToolBox Trade Planner Lightning Experience delivers:

  • Better reporting tools to visualize your data
  • Accessible data on every screen to reduce toggling
  • Fewer steps and clicks to plan promotions quicker
  • Streamlined navigation that is easier to use and learn
  • More intuitive and more responsive functionality to boost productivity
  • Superior user experience that incites long-term use and reliance

One Platform to Manage Your Entire Business

A low-cost, low-risk Trade Promotion Management solution does not mean you will sacrifice insights, features or functionality.
The Trade Planner Lightning Experience can help you manage and gain more control over every aspect of your business.

Trade Funds

Your finance team can retire spreadsheets and use Trade Planner Lightning Experience to manage the accrual trade funds process automatically. Gain access to real-time fund balances and segment accrual funds that reflect your account structure.


The CPGToolBox Trade Planner Lightning Experience leverages base volume and lift coefficients to drive more effective forecasting. CPGToolBox provides built-in predictive analytics using your trusted data points.


Trade Planner Lightning Experience leverages powerful reporting tools and real-time dashboards from Salesforce to help your team see critical business data in a visually insightful and eye-opening format. You will be well-informed to make adjustments quicker and with confidence.

Trade Promotions

The Lightning version of Trade Planner offers a closed-loop, process-driven approach to manage trade promotion activities. Our interactive Promotion Calendar is easy to shrink, stretch and manipulate so events can be created and edited on the spot and comprehensive scorecards can be accessed with a quick click.

Deductions and Settlements

Simply “connect” your promotional event to the settlement and let Trade Planner Lightning Experience do all the heavy lifting!  You can attach critical documents and track settlements throughout the entire approval process.

Problem Solved for Beverage Industry

CPGToolBox empowers alcoholic beverage companies to overcome blind spots dictated by strict legal restraints and gain needed visibility into the marketing dollars invested at the distributor level.

Trade Planning in Any Currency

From Euros to Pesos, CPGToolBox Trade Planner is the only TPM solution that fully supports trade fund planning, management and analytics in any currency and language to benefit CPG manufacturers operating on a global scale.


Interactive Planning Calendar

CPG companies have realized they need to improve their ability to look at promotional outcomes to drive more collaboration with retailers, better forecast volume and attempt to reduce overall trade promotion spending rates. Our interactive calendar is easy to drag, drop, shrink, stretch, and manipulate so current and future events can be created and edited on the spot, and comprehensive outcomes can be accessed with a quick click.

The intuitive planning calendar is more user-friendly and better than ever. Manufacturers can clone a specific event as well as clone an entire promotion with its underlying events. The functionality can also be used to clone an entire business plan circumventing manual efforts.

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