The problem

The plan is joint. The visibility, historically, is not.

40–60%

of every promotional event is funded by CPGs — real dollars committed against a plan the other side often cannot see

15–25%

of gross revenue goes to trade spend for most grocery operators — the second-largest cost after COGS

IDC: 55% of grocery retailers and 40% of food & beverage manufacturers name insufficient retailer–CPG collaboration their #1 supply-chain gap.

Read the IDC Snapshot

What’s in the module

The workspace, the tracker, and the numbers underneath

Co-Planning Workspace

One workspace where both sides build the joint plan. The same co-planning surface appears inside Revenue Optimization, so merchant and supplier are literally on the same screen.

Trade Funds Tracker

Every fund commitment tracked from planned through committed to actual — visible to both sides as the quarter unfolds, instead of reconstructed at the post-mortem.

Cost Center

Current costs and allowances in one governed place, so the plan is built on the numbers both sides have actually agreed to — not last quarter's assumptions.

The shared fund position

Planned, committed, actual — on both screens

The Trade Funds Tracker shows the same three bars to the merchant and the account team. When the plan drifts from the dollars, both sides see it in the same week it happens — not the quarter after.

Fund conversations stop being reconstructions and start being decisions.

Who it’s for

One workspace, three jobs it changes

When commitments are visible to both sides, every trade dollar is tracked and working.

CPG trade marketing & RGM

See planned vs. committed vs. actual across every retailer, and shift funds to the events that are actually working.

Retail merchandising

Build the promo calendar on committed dollars, not assumed ones — and know the funding position before the event runs.

Both sides' finance

Accruals and exposure grounded in one shared fund position, so settlement starts from agreement instead of dispute.

Part of Trade Intelligence

The middle of the loop, between plan and settlement

The funds you co-plan here settle cleanly because they were visible all along. See the whole loop in Trade Intelligence.

01 · Plan deals

Deal & Offer Management

Create the deal once, in Offer Center — both sides see the same record.

Explore module

02 · Execute & collaborate

Trade Fund Collaboration

You are here

03 · Reconcile

Funds Tracking & Reconciliation

Match planned terms to actual billing at the source, before the invoice.