Synectics Group Inc.

Trade Funds Management for CPG

Trade Funds ManagementAccount Review™ keeps track of how much money you will have in your trade promotion checkbook if you hit your volume goal. The software also allows you to override the goal to reveal a better estimate of available trade funds. Spending from every planned, active, and completed event is subtracted from the available funds. The result is a clear, accurate view of where you stand with regard to your budget, so that you can take corrective action before you overspend or underspend.

Easier budget and trade funds administration

Electronic communication
Official budgets from headquarters to field users
Roll-ups for any geography and product level
Includes fixed amount-based and accrual rate-based funds
Configurable to the way you budget
Allows budgets to vary down to item and account level
Budget availability based on user ID and password
Projected Liability/Spending helps you anticipate
overspends before they occur

Know exactly where you stand with trade funds

Preformatted and customizable reports and graphs answer most trade promotion budget issues
Plans, payments, deductions are all in one place
Plan versus budget versus accrued/earned funds
Planned spend rate per case or unit
Includes both promoted and non-promoted volume
Budget updated with actual spending when executed


Be proactive with trade funds management

Drill down/up capability to quickly identify overspends
Take action before the overspend is committed at retail
Find unspent or underutilized funds

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