From high-level KPIs to per-SKU promotion details — all in one connected workspace.
Projected Revenue
$4.99M
+14.7% vs PY
Total Trade Spend
$1.42M
+5.2% vs PY
Net Profit
$1.15M
+22.3% vs PY
Avg Margin
23.1%
+1.8pp vs PY
Stores
142
New Stores
18
Dist. Markup
28%
Req. Margin
35%
Slotting / Store
1.0 case
Slotting Fee
$150
Avg Freight
$2.40/unit
Whole Foods NE
Rev $1.28M · Spend $385K
Sprouts West
Rev $412K · Spend $136K
Target National
Rev $892K · Spend $276K
Fresh Market SE
Rev $78K · Spend $23K
| Product | Wks | Case Cost | SRP | Avg Wkly |
|---|---|---|---|---|
| Organic Hot Sauce 12oz | 48 | $28.50 | $6.99 | 4.2 |
| Chipotle Ranch 8oz | 36 | $22.00 | $5.49 | 3.1 |
| Habanero Lime 5oz | 52 | $18.75 | $4.99 | 5.8 |
| Ghost Pepper 3oz | 24 | $15.20 | $7.49 | 1.9 |
| Name | Type | Weeks | Discount | Linked |
|---|---|---|---|---|
| Spring EDLP | EDLP | 12 | $1.50 | |
| Summer Scan | Scan | 8 | $2.00 | |
| Q4 OI Push | OI | 6 | 15% | |
| Holiday MCB | MCB | 4 | 20% |
Sample data shown. Your dashboard will reflect your actual retailer relationships and trade spend.
Every feature is purpose-built around the real complexities of trade spend planning.
Set up stores with their distributor, markup, slotting, and margin requirements.
Enter SKUs with case costs, SRPs, and projected weekly velocity by retailer.
Create promotions, link them to products, set discount levels, and see your projected P&L.