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Manage Trade Promotion Funds with the Account Review TPM Software

Account Review’s closed-loop approach provides the most complete and accurate analysis of your trade promotion funds possible.  Spending from every planned, active, and completed promotional event is used to forecast financial liability by customer and product.  Combine this with budget information and the result is a clear, accurate forecast of where you stand so that you can take corrective action before you overspend or under spend your trade promotion budgets.

 

Flexible budget and trade funds administration

Electronic communication of all budget information to all stake holders
Configurable budget periods match how you manage your funds
Roll-up information to any geography and product level
Accommodates fixed amount-based and accrual rate-based fund calculations including percent of Revenue budgets
Configurable to the way you budget and manage trade promotion funds
Allows budgets to vary down to item and account level
Budget availability based on user ID and password
Configurations support multiple budgets and multiple funds within each budget
 

Know exactly where you stand with trade funds

Flexible reports provide answers to trade promotion budget issues
Reports include all critical data on one page, including planned spending, actual off-invoice, actual shipments, payment requests, and cleared deductions
Export reports directly into Microsoft Excel or create PDFs for additional flexibility
Restrict access to historical and projected profitability through the User Group and User Profile settings
Budget reports can include both promoted and non-promoted volume estimates
Budget information is automatically updated with actual spending, shipments and other information every day

 

Be proactive with trade funds management

Projected liability and spending helps you anticipate overspends and under-spends before they occur
Drill down/up in the geography and product hierarchy to better understand the sources of overspends and under-spends
Take action before the overspend or under spend is committed at retail

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