DemandTec

Funds Tracker

Understand Available Trade Spending Balances Faster

• Save valuable time reconciling trade promotion funds balances
• Maximize available planning opportunities with retail customers
• Easily manage multiple trade funds with greater flexibility and control
• Perform deeper offline analysis through one-click exports to spreadsheets

DemandTec’s Funds Tracker software service provides unprecedented visibility into available trade promotion balances, on demand. Using this powerful reporting capability, business managers can save valuable time reconciling fund balances, avoid having uncommitted trade funds sit idle, and benefit from planning more opportunities with retail customers. The Funds Tracker software service is an upgrade available only to existing Advanced Deal Management users.

Save Valuable Time Reconciling Trade Promotion Funds Balances

Keeping track of available trade funds balances has traditionally been a time consuming process, mired in paperwork and cross-checking steps. Typically line item deductions are made against a starting balance over the course of a fiscal year, often with little precision and long after an event has been executed. Matching incoming customer invoices against planned promotions has proven to be a time drain for most business managers.

The Funds Tracker software service uses available deal data to automatically reconcile fund balances, saving valuable time and effort. As promotions are planned they are associated with a specific fund, providing a real time reconciliation of planned activity. In deal management environments where billing data is shared electronically by retail customers, remaining fund balances will be updated to reflect actual expenditures – saving everyone considerable time and effort.

Maximize Available Planning Opportunities with Retail Customers

Having a clear view into available trade fund balances can support driving more business with retail customers. It is estimated that a manual fund balance reconciliation process introduces approximately two months of latency into the equation – valuable time where potentially investable funds are tied up and are effectively unusable. The Funds Tracker software service generally compresses this known latency by an estimated 50%, providing more accurate funds visibility far sooner in the process. This acceleration helps identify investable dollars sooner, providing the opportunity to plan incremental promotion events with retail customers.

Easily Manage Multiple Trade Funds with Greater Flexibility and Control

With DemandTec’s Funds Tracker creating a new trade fund generally requires minimal effort and can be done in advance of the deal planning process, or even after the deal planning cycle begins. Funds Tracker allows each user to create and manage multiple funds, reflecting how manufacturers manage their investable dollars. For each fund, a fund name and description is established, along with a starting balance and starting date. As promotion activity is planned, forecasted trade spend is allocated to a single fund – or split across multiple funds where appropriate – allowing for a running estimated balance by fund and in total. Estimated values can either flow directly from the deal management forecasted volume calculations, or can be driven by a manual forecast override, where appropriate. Where retailer billing data is made available in a given deal management program, invoice totals are matched against individual deals to provide an actual reconciliation of available funds.

Perform Deeper Offline Analysis Through One-Click Exports to Spreadsheets

All Funds Tracker data is available for easy export to spreadsheets for additional offline manipulation and reporting. This capability provides account executives the ability to reference fund balance data while on the road or in the air. The export capability also allows Funds Tracker data to be shared more readily with colleagues and with other enterprise and trade planning systems.

Get Started Today

Ready to learn what better visibility into your trade funds balances can do for your business? Take the next step. For more information, call 1-888-221-6128 or request information online.