The retailer problem

Four places margin leaks between plan and settlement

Trade spend runs 15 to 25 percent of gross revenue for most grocery operators, and CPGs fund 40 to 60 percent of every promotional event. When that money is planned in one system and executed in another, the leaks are structural, not accidental.

Deals collide with base price

KVI strategy is set in pricing while vendor deals are cut in merchandising. The deal that funds the quarter can undercut the price position that took a year to build.

Category ROI without the data

Category managers are accountable for trade ROI they cannot see. Performance arrives as a quarterly post-mortem, long after the next deal is signed.

Deduction exposure at settlement

When the retailer's record and the vendor's record disagree, the gap surfaces as disputed deductions months after the event — and finance carries the exposure.

A calendar built on assumed dollars

Promo calendars get planned against vendor funding that was assumed, not committed. When the real commitment lands different, margin absorbs the gap.

In their words

We're leaving money on the table.

Director of Merchandising, national retailer

Who it serves

Same truth, a different view for every desk

One shared data model underneath; each role works the part of it they own.

Category Managers

Trade ROI accountability with performance updating against live deal data, not a quarterly reconstruction — every deal accurate at entry.

VP Merchandising

One calendar where pricing decisions and trade commitments stop leaking margin between them, with committed dollars visible before the plan locks.

Pricing & Promo Teams

Deals checked against one demand model before they run, so promotions stop conflicting with base-price and KVI strategy.

Finance

Deduction exposure, fund balances, and settlement status visible at the source — while there is still time to resolve the discrepancy.

55%

grocery retailers

The gap retailers feel first is collaboration

IDC finds that 55% of grocery retailers and 40% of food & beverage manufacturers name insufficient retailer–CPG collaboration their #1 supply-chain gap. It is the same disconnect that leaks your margin — closed by putting both sides on one shared record.

Download the IDC Snapshot

Where retailers land

One retailer, both suites

Retailers run the whole platform: Revenue Optimization for pricing, promotions, and markdowns, and Trade Intelligence for the vendor dollars that fund them. The same co-planning workspace surfaces in both.

Shape · Engage · Prove