Trade Promotion Management
A Fully Featured Trade System that Aligns the Organization Like No Other.
Modus Planning's Trade Promotion Management was developed hand-in-hand with industry experts to handle whatever situations needed:
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Scenario Plan Retail Accounts
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View Promotions and Metrics in a Calendar
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Approval Workflows for Complete Control
Get Up and Running Today



Modus Planning & Your Organization
A TPM system that Not Only Plans Sales and Promotions,
but Ensures the Plan Happens
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Sales and Trade input the promotional, slotting, and miscellaneous trade plans for the retailer base.
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Sales and Finance can accrue for trade spend among finely detailed accounting buckets and capture expected sales.
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Customer Service can validate that orders are sufficient to supply the promotion.
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Finance uses Modus to compare the actual deductions vs. the planned deductions in trade reconciliation.
Learn more about best-in-class trade planning from our friends at Beyond Better Foods

Trade Promotion Planning Made Simple
Preparing for a Category Review or Building a Full Budget Outlook, Your Scenario Planning Needs Are Covered
Modus Planning's Scenario Builder allows you to build quick annual forecast scenarios using different bottom-up variables and promotional frequencies.
Many product groups? No problem! The Scenario Builder can handle them all while giving you a full roll-up view as well.

If you're working to build a large scale scenario, incorporating multiple retailers, Modus Planning's "Snapshot" feature allows you to create your own personal planning sandbox.
Pro Move:
You can calendarize your promotions directly in the scenario planning interface once the retailer has approved your plan.
Modus Planning Gives You Ultimate Control Over Your Promotion Calendar and Details

Giving you complete control is our goal.
With various promotional cost structures and bulk download/upload options, you can create a full year promotion calendar in minutes instead of days.
Promotional templates give you the ability to compare how promotions actually performed vs. the initial forecast.
Pro Move:
Download and upload promotions in bulk to make sweeping additions or changes a snap. No more dreading the yearly budget build.
As Your Sales Team Expands, Keep Control Over Your Trade Promotion Programming.
Defined user permissions allow trade managers to review the effects of a promotion and approve it into the plan.
Additionally, users can be given permissions to alter promotional timing, without impacting trade, to ensure you have the most up-to-date information on when your programming is being run.

Pro Move:
User permissions can restrict visibility to certain retailers, allowing brokers to collaborate on managing the promotion calendar risk-free in real time.