View Forecasts, Promotions and Revenue in One Platform

Trade Promotion Management for Finance

Real-Time View into Trade Spending

CPGToolBox Trade Planner gives your finance team a clear-cut, centralized tool to monitor trade spend, validate deductions, defend against post-audits and proactively track sales revenue. Our Lightning Experience platform is the answer to your finance teams slow moving, manual process of gathering and assembling spreadsheets to see spending forecasts, identify volume increases or track month to month revenue and spending.

Is Your Company Turning a Profit?

Without the right tools and metrics, it’s impossible for a CFO to identify the true cost of volume increases or track the long term effects of promotions.

Trade Planner Lightning offers a hosts of visual reports and easy-to-read dashboards to:


Measure promotion success by lift and profitability



Quickly view profitability by broker, territory, account and product level


Analyze critical financial metrics impacting the bottom line


of deduction requests are invalid or preventable in some way.

CPGToolBox Trade Planner is as Easy-to-Use as Excel, plus it offers:

Real-time insight into trade spending

Access to trade spending liabilities before they happen by SKU or brand by week/month



Notification if deductions are valid


See how efficiently trade dollars are being spent


Defense against post-audits


Fast, accurate and relevant financial information at your fingertips


Got Deductions?

Deductions are a necessary evil in the CPG business. Trade spending typically ranks second only to the cost of goods sold (COGS), so your finance organization needs regular and reliable reporting to ensure funds have been allocated to cover incoming deductions. Speed up your deduction management process by moving to the cloud!

The CPGToolBox Trade Planner Lightning Experience provides:


Electronic approval processes from start to finish


Electronic file management for each deduction record


Automatic compliance tracking as each deduction goes through the approval path


Manage the deductions and settlements process on one screen

Built-in Trade Fund Reports

Simplify your month-end close report process with one click! Using built-in reporting, you can gain instant insight into all of your G/L accrual liabilities for a given month by SKU, trade spending fund, G/L account code and account. See the balances for each trade fund, or roll up all trade funds to one company number to immediately know how much money has been accrued, how much has been spent and the remaining balance.

The days of “we’ve always done it this way” are over.