TRADE PROMOTION MANAGEMENT

Maximize profit
with smart trade
planning

OUR SOFTWARE FEATURES

A single solution for managing
your entire trade promotion cycle

  • Budget & allocate

  • Plan promotions & forecast

  • Reconciliation & financials

  • Reporting & analytics

Budget & allocate

Budget & allocate

Generate your trade budgets for working and non-working trade on a fixed and variable basis.

Plan promotions & forecast

Plan promotions & forecast

Gain visibility into promotion predictions in real-time, as you plan and utilize AI-predictive analytics to generate a holistic forecast.

Reconciliation & financials

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.

I'm ready to ditch the spreadsheets

How CPG companies use
CPGvision’s TPM 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 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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RESOURCES

Explore our TPM-related resources

Unlock the power of efficient trade management with the industry's leading solution, purpose-built for the consumer goods industry.

Book a discovery call today