Version 2017.1 Planning Features

  • Configurable Deal Types
  • Deal workflow by role, including approvals
  • Supports layering allowances by item
    • Enter as rate per UOM or as % of list
  • Simplified approach to fixed-fees
  • Estimate volume by item, not each allowance.
    • Shows historical sales as reference point
    • Shows estimated deal event spending
    • Latest Estimate updated based on real-time shipments
  • Track retail conditions for deal compliance:
    • Everyday price, promoted price
    • Merchandising conditions
  • Attach notes and electronic documents
  • View KPIs by promotion event and customer
    • Estimated sales and trade spending
    • Latest Estimate, based on real-time shipments
    • Expected Liability, showing the trade spending you've incurred.
    • Actual Spending, including payments and deduction resolutions
    • Net Liability shows what you owe but haven't paid.
    • History of changes to the deal
    • And more...

iTPM Planning Benefits

  • Adapts to your business to better meet your unique TPM needs
  • Real-time visibility to all stakeholders reduces mistakes and provides a competitive advantage
  • Improved deal forecasting accuracy
  • Hold sales, brokers, and retailers accountable for deal compliance.
  • Financial controls and GAAP for trade deals
  • Eliminate trade spending surprises
  • Defend post-audits with less effort and time