Plan trade funds by channel and customer, control accrual and provisions and connect every promotion to demand — in a single model where the balance is traceable and the ROI of every dollar invested is visible.
15+ years in integrated planning, from sales to financial consolidation. We deliver control and governance of promotional funds — an architecture that connects trade spend to demand and to the customer P&L, with a traceable balance, ROI measured per promotion and real adoption by the sales team.
Trade budget by channel, customer and key account in a single model, with consumed and available balance always visible.
Promotional plan by period, brand and customer in a single calendar — no date conflicts or overlapping funds.
Trade provision calculated automatically as the sale happens, written down against actuals and reconciled by customer.
Each promotion measured against the baseline, isolating the real incremental volume and the return on the funds invested.
Funds are negotiated in loose spreadsheets, the provision closes by approximation and almost no one can say how much each promotion actually returned. Without a reliable baseline, "it worked" becomes an opinion, and the investment repeats with no evidence of return.
A well-built model connects funds, calendar and demand in the same place and calculates ROI against a real baseline, promotion by promotion. The gain isn't the tool: it's the budget becoming traceable, with an owner for every dollar and a measured return — instead of a cost line no one can audit.
Promotional funds, commercial calendar, trade accrual or ROI per promotion — tell us the context and we reply within 24h.