Monitor and plan the sales and trade spending performance

Customer Sales Planning

Customer Sales Planning is the Risorsa module that allows you to build personalized Customer Plans, define the trade spending budget and manage the sales trend by analyzing the trend and the forecast.

The application allows you to structure highly personalized income statements; the level of data construction allows to obtain effective and efficient analyzes on a monthly basis comparable with KPIs.

The system manages the Budget and Revised scenarios, as well as customized simulations for the User to study the impact of business actions (acceptance of Price lists, launch of new products, deviations from promotional plans)

Distinguishing features

Income statement construction by Customer and Product

KPI definition and trend monitoring

Budget simulations and monthly forecasts

Univocal and transparent information

Solution benefits

Information aggregation

It provides budgeting and monitoring capabilities by aggregating and correlating information related to: sales organization data + Monthly Phasing + Customer Agreements of Customers with hundreds of decision points, managed by salespeople spread across the entire territory.

Advanced solution capable of supporting the transparent planning of commercial strategies.

Margin monitoring

Planning of trade spending and construction of Income Statements on unique data shared between the various sales teams to minimize the dispersion of information and human error

Single container that facilitates the exchange of information and optimizes the working times of the various figures involved (Commercial Management, Sales, Trade Marketing, Supply Chain, Finance)

Integration

Possibility of integration with ERP, BI and Risorsa Modules: Trade Promotion Management (promotional planning) and Contract Management (off-invoice management)

Discover how Risorsa can support you in the process

Application features

Economic accounts

Customized construction of income statements at the basis of commercial planning by monitoring profitability and margins by Customer and flat Product.

Multifunctionality

Customer Sales Planning is the advanced solution capable of managing the aspects of planning, implementation, control and simulation of relationship flows with a Customer/Distributor.

Parameterization

Total flexibility in the configuration of the Customer and Product levels on which to plan, in the definition of the management period(s) and in the parameterisation of the Income Statement layout.

Visibility

Management of data visibility by user profile and opportunity to create multiple income statements by business.

Configurability

Total configurability of the items that make up the income statement, with the possibility of managing data coming from ERP, external sources or calculated values.

KPIs

Possibility of defining performance indicators for each of the income statement items for trend monitoring.

Planning

Visibility of monthly Sales Planning, selection of planning level by Customer and Product. Sharing data with demand or marketing functions for the foundation of an integrated S&OP process.

Scenarios

The advanced simulation tool generates what-if scenarios for all commercial events: product launches, promotions, assortments, pricing and listings. Ease of use and powerful simulation features support the strategic and negotiation process.