Trade Plan Overview
Your annual trade spend profitability planner. Select a section below to get started.
01
Activity Log
Track tasks, notes, and action items across your trade plan. Filter by retailer, priority, or status.
02
Product Groups
Define product groups with pricing, cost structure, and baseline profitability per unit.
03
Distributors
Manage distributor partners, allowances, fixed fees, and contact information.
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Retailers
181 retailer accounts with parent/banner hierarchy, item assortment, velocity, and unit economics.
05
Promos & Calendar
Plan promotions on a Gantt timeline. Set OI, scan, MCB allowances per promo event.
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Annual P&L
Full revenue waterfall from gross revenue through trade deductions, COGS, and operating expenses to net profit.
07
Brand Details
Company and brand information for trade docs, broker agreements, and retailer applications.
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Item Specs
Item-level spec sheet with UPCs, dimensions, case pack, pallet config, pricing, and storage details.
Product Groups
Each group has its own pricing, costs, promo scenarios, and calendar. All groups roll up into the Annual P&L.
Retailers
Retailer economics apply across all product groups and flow into every margin calculation.
Retailer Groups / Tags
Filter & Sort
Distributors
Configure each distributor's terms. Assign retailers to distributors on the Retailers tab.
Filter
Promos & Calendar
View all promos on the timeline. Click a promo bar to edit, or add a new promo below.
Annual P&L Summary
Consolidated across all active product groups, retailers, distributor, and promo scenarios.
View by
Product group P&L
Revenue waterfall — full year
Monthly P&L (all groups combined)
Activity Log
Track tasks and notes by retailer. Filter by type, priority, or retailer.
Filter
Brand Details
Key company and brand information for trade documents, broker agreements, and retailer applications.
Filter
Item Spec Sheet
Item-level specifications for all SKUs. Horizontally scrollable — all fields inline-editable.
Filter
Profile
Manage your account and user access.
Account Details
Full Name
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Email
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Account Type
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Brand
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