Promotion Financials

$297.00

The "Promotion Financials" serves dual purposes, catering to both retailers and suppliers involved in promotional activities. This tool enables detailed financial planning and analysis of promotions, helping you project and track everything from uplift percentages to the impact of coupons on your overall margins. With separate tabs for retailers and suppliers, it ensures all parties can effectively manage their specific financial contributions and returns from promotions.

The "Promotion Financials" serves dual purposes, catering to both retailers and suppliers involved in promotional activities. This tool enables detailed financial planning and analysis of promotions, helping you project and track everything from uplift percentages to the impact of coupons on your overall margins. With separate tabs for retailers and suppliers, it ensures all parties can effectively manage their specific financial contributions and returns from promotions.

 
 
 
 
“What impressed me the most was how it turned complex data into actionable insights. The demand forecasting feature helped me anticipate customer needs, leading to a significant reduction in overstock and understock situations.

This not only improved my cash flow but also enhanced customer satisfaction as we always had the right products in stock.”
— Jordan Smith, Owner, Trendsetters Boutique
 
 
 

    • Retailer and Supplier Views: Separate tabs tailored to the distinct needs of retailers and suppliers.

    • Detailed Input Sections: Areas to input item numbers, descriptions, costs, pricing, and expected sales uplift.

    • Funding and Fees Tracking: Capabilities to record any promotional funding or fixed fees associated with the promotion.

    • Incremental Profit Analysis: Tools to calculate the incremental profit based on actual vs. projected sales data.

    • Post-Event Review: Sections to input actual sales and costs post-promotion for comparison against forecasts.

    • Comprehensive Excel Spreadsheet: A robust tool with separate sections for retailer and supplier data.

    • Detailed Instructions: Clear guidance on how to accurately fill out each section of the file.

    • Automatic Calculations: Formulas that help compute total and incremental margins, taking into account various funding sources and actual sales outcomes.

    • Adjustability for Different Promotions: Flexibility to adapt the spreadsheet for various types of promotions and different items.

    • Retail Managers: Essential for those planning and analyzing in-store promotions to optimize financial outcomes.

    • Suppliers: Ideal for suppliers funding promotions, needing to track their investment and returns accurately.

    • Marketing and Financial Teams: Useful for teams that handle promotional planning and need a clear financial overview of promotional activities.

    • Data-Driven Decision Making: Supports strategic decisions based on detailed financial data from promotional activities.