Product Suite · Bilateral tradeTrade Intelligence

One shared deal record, from co-plan to settlement

Retailers and their CPG and broker partners manage every deal, fund, and settlement from the same data — so planned dollars and committed dollars finally match.

Built to hit

Designed to compress every step of the cycle

Deal creation time

20–30 min

from 45–90 min typical

Approval cycles

1–2 days

from 3–7 days typical

Joint business planning

4–6 weeks

from 6–12 weeks typical

Trade fund leakage

2–3%

from 3–5% typical

Settlement time

25–35 days

from 45–90 days typical

The problem

Trade funds are the second-largest retailer cost after COGS — still run on email and spreadsheets

$500B

in annual trade spend flows between retailers and CPGs

82%

of CPG teams spend 10+ hours a week just processing deals

up to 20%

of deductions are invalid (industry estimate) — disputed months after the event

CPGs fund 40 to 60 percent of every promotional event, and trade spend runs 15 to 25 percent of gross revenue for most grocery operators. Yet planning, execution, and settlement live in separate systems — so planned dollars never equal committed dollars, and every hand-off is another chance for the two sides to drift apart. The problem is not the spend. It is that both sides have never worked from the same deal record.

One record, both sides

One shared deal record, synced live

The deal a CPG plans and funds is the exact deal the retailer prices and promotes — the same terms, the same dollars, on one record that never forks. From co-plan to committed funds to settlement, both sides see the same truth.

See Deal & Offer Management

The workflow both sides run

One deal, two views, zero drift

Each column is the same record, presented for that side’s job. Change one side and the other sees it — no re-keying, no version drift.

CPG & broker view

Create the deal once. Terms, dates, funding, allowances — submitted, not re-keyed.Deal & Offer Mgmt
Watch funds move. Planned vs. committed vs. settled, live.Funds Tracker
Resolve deductions early. Discrepancies flagged before the invoice, not after.Reconciliation
Prove the return. Post-event ROI on the same numbers the retailer sees.Deal Intelligence

Retailer view

Receive the deal live. No re-keying, no version drift.Live Deal Data Sync
Plan on committed dollars. Build the calendar against real funding, not assumed.Co-Planning
See fund liability and exposure. Finance-grade, current.Cost Center
Settle in days, not quarters. Planned terms vs. actual billing, matched at the source.Reconciliation

Fund visibility & settlement

Every trade dollar, tracked to settlement

Watch funds move from planned to committed to settled in real time. When billing arrives, planned terms are matched to actual billing at the source — so invalid deductions get flagged before the invoice, not disputed a quarter later.

See Funds Tracking & Reconciliation

Differentiation

A live bilateral network a product cycle can’t replicate

Most trade tools sit on one side of the table. DemandTec is the connective layer between them — a live network of retailers and their CPG and broker partners, already transacting on shared records.

7,800+

CPG partners already connected to the network

120+

retail banners transacting on shared deal records

Unilateral

One side’s system. The other side re-keys, and the record forks on day one.

Bilateral

One shared record. Both sides read and write it — the network is the moat.

Live Deal Data Sync

Every offer change — price, dates, funding — flagged and synced to both sides before it hits shelf. No silent drift between plan and execution.

Scan allowance changed · $2.40 → $2.55 · synced to retailer
Window shifted · Apr 3 → Apr 10 · both calendars updated
Funding revised · flagged before invoice, no dispute

Same spend. Better execution.

Four outcomes, from the trade budget you already have

Trade fund visibility

Every dollar — planned, committed, and settled — visible to both sides in real time.

Lower deduction leakage

Discrepancies caught at the source, before the invoice, not months after.

Faster settlement

Planned terms matched to actual billing in days, not quarters.

Deal cycle time back

Less time re-keying and chasing spreadsheets, more on the relationship.

Customers who have deployed these modules report up to an 80% reduction in joint business planning cycle time, up to a 35% reduction in fund leakage, and settlement cycles accelerated by as much as 45 days. Results vary with trade volume and deal mix — the Health Check produces your numbers.

One shared data model

The deal you co-plan here is the promotion the retailer executes

Trade Intelligence and Revenue Optimization run on the same demand model. The deal both sides fund becomes the priced, promoted event at shelf — evaluated against the same numbers.

See Revenue Optimization

In their words

We evaluated every major platform in this space. None came close on deal management and collaboration depth. DemandTec delivers a truly integrated workflow — and it's the one our team relies on, every single day.
VP of Vendor Collaboration, top-5 global grocery retailer · 2,000+ locations

See both sides of your next deal on one screen

Then scope a 60 to 90 day pilot on a defined slice of your trade portfolio, with hard success metrics.