Replaces spreadsheets for CPG brands by planning, forecasting, analyzing and optimizing trade promotions and reconciling deductions in one platform.
Unlimited forecast versions by customer, SKU or promotion type
AI volume predictions from promotion history, seasonality and trends
Promotion volume and spend estimates adjust as the base forecast changes
Tracking against original budget and plan
AI optimizer maximizes ROI, volume or gross margin across weeks and price points within a budget
Scenario comparison of spend, revenue, gross margin, ROI and trade rate
Create and duplicate promotions
Attach backups, calendars and contracts
Ledger-style comments per promotion
Submissions and approvals interface
Actual vs expected comparison by promotion
ROI analysis dashboards
Revenue, spend and trade rates by customer
Segmentation by customer, product, SKU or promotion type
Customer mapping to retailer/distributor organizations
Contacts hub for brokers, buyers and account managers
Customer assignments restricting a director's view (Scale tier)
Calendar view of promotions
Create multiple promotions at once
Duplicate deals and stack deal types in one promotion
Plan a full year of promotions
Retrieve records
Create, bulk-create, update and upsert records
Generate exports
User experiences, moderated before publication. Review policy
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