Optimize ad budgets, promo calendars, and demand plans using collaborative software based on an A.I. model of consumer behavior
Right size and allocate ad spend and plan promotional pricing based on optimal profit potential
For Product Marketers:
Build a Shared Promo Calendar
Use a familiar calendar interface to plan price promotion scenarios. Set the timing and discount for each promotion in your planning horizon. Promos can be the same across or vary by retailer. Support what-if scenario planning by collaborating with your team on a shared portfolio of alternative promo calendars.
Forecast Sales Under Promo
Immediately assess the impact of promo scenarios on sales, revenue or profits. Save time, because our software automatically combines your newly created scenario with the most recent consensus ad spend plan, store launches and other inputs. Plan with confidence, knowing your forecast comprehensively accounts for the drivers of consumer behavior, including seasonality, price sensitivity, substitution within a product line, and more.
Compare Forecasts across Alternative Promo Plans
Compare forecasted unit sales, revenue, gross profit and promo “spend,” across a portfolio of alternative promo calendar scenarios. Easily see how the impact of scenarios differ across time. Drill-down to results within a product line and by retailer. Easily collaborate with Supply Chain by making a decision with your team and submitting directly to the upcoming S&OP planning cycle.
Auto-Optimize the Best Promo Calendar
Let our optimizer do the work of discovering the best promo plan. Define your financial goal including NPV or net revenue, select a time window, constrain the range of discounts, designate retailer price advantage and let the optimizer get to work. You can optimize the promo calendar by retailer, the ad spend budget by line item, or even both at the same time.
For Sales Teams:
Forecast Sales under Promos and Ad Spend
Always operate from a forecast kept up-to-date with the impact of the latest promo and ad spend plans. Instantly see the forecasted impact on units and revenue. Drill down to individual weeks, retailers or products.
Understand the Drivers of Consumer Sales
Meticulously separate the effect of known consumer sales drivers. Understand the degree to which true seasonality (beyond ads and discounts) gates sales potential. See how your consumers respond to changes in price or ad spend, and how this varies across retailers. Know how much consumers intrinsically value each product in a product line. Reveal which ad channels have the greatest impact on which retailers.
Forecast the Financial Impact of Promos
Easily adapt the current promo calendar to include one-off promos. Plan down to a single SKU at a single retailer and easily assess the financial impact across the category, even accounting for how consumers substitute within a product line.
Adjust retailer forecasts based on shipment plans
Adjust the forecast with expert knowledge, whether due to unplanned trade spend, a viral social video, shipping delays, or any other impacts that cannot be modeled. Apply proportional or absolute adjustments or completely override the forecast model.
Build and maintain better forecasts combining modeled demand from fundamental sales drivers with additional expertise, for faster, better forecasting.
For Demand Planners:
Merge Promo & Media Plans into S&OP
Easily manage the cross-team consolidation of finalized promo and ad/media plans into a forecast scenario for S&OP with our workflows that capture plans from those teams. Promote scenarios into the consensus approval flow for each monthly S&OP cycle. Keep everyone engaged with subscriptions and notifications for key actions and events in the approval flow.
Easily Adjust or Override the Forecast
Complement the model generated baseline of automated forecasting using your expert knowledge to adjust the forecast. Immediately view the impacts on the overall plan. Collaborate with the team to track multiple named adjustments. Adjustments can be proportional or absolute changes, or completely override the automated forecast. Target the whole category, or down to individual SKUs, weeks and stores.
Track Baseline and Adjusted Accuracy
Automatically track your forecast accuracy KPIs over time. Monitor the ongoing accuracy of look-ahead forecasts and drill-down to product families, SKUs, and retailers. Track both the automated forecast’s baseline accuracy, as well as the accuracy lift from expert “value add” adjustments.
Drill-down to SKU or Store-level Forecasts
Explore the forecast down to the finest details. Drill down by product category, SKU, retailer, and even down to the single store level. Instantly plot the mix over time in our software or export the fine-grained forecast results database to CSV, Excel or directly to your ERP system.
View and plan forecasts by consumer or retailer sales
Toggle forecasts to show either consumer sales or sales to retailers, along with the adjustments that have been made by the forecasting team to better manage forecasts based on distribution center availability and retailer shipment patterns.
Decode retailer purchasing behavior
Understand drivers of likely retailer shipments, including shelf load, safety stock, and ordering patterns. Examine the lag between retailer orders and consumer purchasing over time to make better recommendations based on order anticipation and replenishment behaviors.