Manage Trade Promotion Funds with the Account Review 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 mange 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

Manage Trade Promotion Funds with the Account Review Software

Flexible budget and trade funds administration

Know exactly where you stand with trade funds

Be proactive with trade funds management