Coefficient Consulting
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    • HOME
    • ABOUT US
      • Our Purpose
      • Leadership
    • OUR SERVICES
      • Outsourced CFO Services
      • Business Plan Development
      • Financial Planning (FP&A)
      • Financial Management
      • Financial Modeling
      • Financial Reporting
      • Trade Promo Management
      • Sales Forecasting
      • Retail Data Analysis
      • Process Improvement
    • BLOG
    • CONTACT US
Coefficient Consulting
  • HOME
  • ABOUT US
  • OUR SERVICES
  • BLOG
  • CONTACT US

Trade Promotion Management

 Trade Promotion Management is a unique challenge and opportunity facing CPG companies.  Trade spend can represent up to 30% of sales, second only to COGS.  If managed properly, trade can be transformed from a "cost of doing business" to being a powerful tool for driving incremental sales and profit. 

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Budgeting & Allocation

Post Promotion Analysis

Budgeting & Allocation

 How you budget allocate your trade promotion funds across channels and customers is critical to your sales and profits.  We can help you make sure funds are allocated appropriately to drive winning results.

Reporting & Tracking

Post Promotion Analysis

Budgeting & Allocation

 In order to get ahead of issues such as overspending and promotional execution issues, CPG companies need robust tracking tools to stay ahead of issues before they happen.    We can craft tools that will give you visibility to overspending risk as well as subpar customer execution before they become bigger problems.  We can utilize your internal financial data as well as external point-of-sale data to build the reports  you need.

Post Promotion Analysis

Post Promotion Analysis

Customer Plan Development

 Many CPG companies spend tremendous sums of money on promotions but don't have the bandwidth or skillset to look back at how the promotion actually performed.    Or, they stop at the topline (sales) impact and don't analyze the true impact on profits.   We can help you analyze your promotions' impact on sales AND profits as well as provide recommendations on how to enhance future performance.

Customer Plan Development

Trade Promotion System Selection

Customer Plan Development

 Every one of your customers has an optimal price and promotion plan that will yield a win-win scenario for you and your customers. We can build planning models based on internal financial and external point-of-sale data to help you identify the ideal promotional plans by customer and product line.

Deduction Management

Trade Promotion System Selection

Trade Promotion System Selection

 Deductions are a major "financial black hole" for many CPG companies.  Without proper systems, reports, and processes to validate, track, and seek repayment for invalid claims, deductions can sap profits out of your business.  We can help you investigate and get repayment for invalid deductions and establish processes to make sure you stay ahead of it.

Trade Promotion System Selection

Trade Promotion System Selection

Trade Promotion System Selection

 Are you over-relying on spreadsheets or disparate and outdated Trade Promotion Management systems?  We are up to date on the most cutting edge software offerings best suited for CPG companies.  Based on your unique business dynamics we can make sure you are choosing the right solution to enable your future success.

Coefficient | Financial Consulting & CFO Services

Los Angeles, California, United States

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