Maximize profit
with smart trade
planning
A single solution for managing
your entire trade promotion cycle
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Budget & allocate
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Plan promotions & forecast
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Reconciliation & financials
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Reporting & analytics
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Budget & allocate
Generate your trade budgets for working and non-working trade on a fixed and variable basis.
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Plan promotions & forecast
Gain visibility into promotion predictions in real-time, as you plan and utilize AI-predictive analytics to generate a holistic forecast.
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Reconciliation & financials
Save time managing deductions with features like Kanban approvals, the ability to match distributor deductions to indirect promotions, auto-settlements, and more!
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Reporting & analytics
Use a robust suite of reports and dashboards for financials, forecast rollups, account P&Ls, post-promotion performance evaluation and much more!
A powerful and intuitive UI to help you make accurate promotion predictions.
How consumer goods companies use
CPGvision’s Trade Promotion Management capabilities
Streamlined and simplified full-cycle trade management
Create and manage promotion plans quickly and easily with our industry best-in-class combination of powerful features and ease of use.
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Eliminate invalid spend and financial surprises
Match expenses to events, attach contracts and proof-of-performance, collaborate between teams, and plan financial accruals. Maintain audit trails with everything contained in-app.
Increase forecast accuracy
Utilize AI-derived base and uplift factors to generate an accurate and holistic forecast. Speak to our integration experts about inbound and outbound feeds to inform demand planning and more!
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All go-to-market strategies
in one place
Get all promotions, contracts, terms, and tiered rebates in a single calendar, ensuring the entire picture of trade spend and sales is transparent.
Customizable reports
and dashboards
CPGvision offers standard as well as customizable reports covering the full-cycle trade promotion management process, including budgeting, allocations, promotional plans, financial tracking for P&L, deduction management, and liability accruals.
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