Full Lifecycle
Trade Mgmt
Real-Time
Accrual Tracking
CPG & Retail
Optimized
PROFITCY® TRADE SPENDING
Trade Spend Planning & Management for CPG and Retail
ProfitCy® Trade Spend provides end-to-end promotional planning, accrual management, and post-event ROI analysis — built natively on IBM Planning Analytics.
- Promotional event planning by customer and product
- Accrual management and settlement tracking
- Post-event analysis and fund performance measurement
- Integration with financial plan and revenue management
TRADE FUND TRACKER
Walmart$4.2M / $5.0M
Target$2.8M / $3.5M
Kroger$1.9M / $2.0M
PROMO EVENT — Q3 SUMMER
Planned Spend$820K
Incremental Revenue$3.1M
ROI278%
✓ Approved — funds committed
$12.8M
Total Budget
$9.9M
Committed
$2.9M
Available
● TM1 Live
TRADE CAPABILITIES
Complete Trade Promotion Management on TM1
Every aspect of trade planning — from fund allocation through post-event analysis — in one governed TM1 platform.
📋
Promotional Planning
Plan promotional events by customer, product, and fund with approval workflows.
💸
Accrual Management
Automated accrual calculation and settlement tracking against trade fund budgets.
📊
Post-Event Analysis
Measure actual vs. planned lift, ROI, and incremental revenue for every promotion.
🎯
Fund Management
Track trade fund balances, commitments, and remaining availability in real time.
🤝
Customer Planning
Customer-specific trade plans aligned with account management and sales forecasts.
📈
Revenue Bridge
Connect trade spend to net revenue and gross margin — visible in the financial plan.
READY TO GET STARTED
Gain Control of Your Trade Spend
Book a ProfitCy® Trade Spend demo for your CPG or Retail team.