View Forecasts, Promotions and Revenue in One Platform
Trade Promotion Management for Finance
Instant Views into Trade Spending
CPGToolBox Trade Planner gives your finance team a centralized tool to monitor trade spending, validate deductions, defend against post-audits and proactively track sales revenue. Our platform is the answer to the slow moving, manual process of gathering and assembling spreadsheets. Access spending forecasts, identify volume increases or track month-to-month revenue and spending faster than ever.
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 offers 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
Notification if deductions are valid
Insights on how and why trade dollars are being spent
Defense against post-audits
Fast, relevant financial information at your fingertips
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. Improve your deduction management process and improve speed to cash!
The CPGToolBox Trade Planner 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
Improve Speed to Cash
Calculate the savings you can achieve by managing deductions with CPGToolBox and Salesforce.
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.