Trade Summary:
Revenue - Gross Sales Revenue
Open Accruals - Accrued for trade spend that has not been closed out yet (ties to Accrual module)
Retailer Spend - Retailer specific trade spend (ties to Retailer deduction reasons)
Distributor Spend - Distributor trade spend (ties to Ship-To deduction reasons)
For Planning Group view: this bucket will contain allocation of spend for Ship-To promotions to the specific Planning Groups
Net Sales = Gross Revenue - Open Accruals - Retailer Spend - Distributor Spend
Trade Rate = (Retailer Spend + Distributor Spend) / Gross Sales Revenue
Trade Calendar:
Scanback Days Before/After - The length of time before or after a promotion is active at store level during which all scanned units still count toward the manufacturer’s pay-out to the retailer
Period to Accrue - Period in which the promotion spend will be accrued for
Projected % Lift - Percentage increase of volume during promo window relative to your base volume forecast
For Confido Promo Type Descriptions visit Map GL Items to Deductions Reasons in Settings
Accruals:
Booked Accrual - Accrued for spend at the time of the first booking of the accrual (this value will never change after being booked)
Forecasted Promotion Spend - Forecasted total spend of a promotion based on the details initially input when planning the promotion in Confido
Deductions Total - Total amount of deductions that have come in and have been tagged to the promotion within the Accounting module
Sales Actuals Latest Estimate - Estimated spend of the promotion based on the planned rate and actual sales volume that has been loaded into Confido from POS/Syndicated Data
Open Accrual - Total spend amount that is still open in the accrual liability
Status - Open or Closed for promotions. Promotions should be changed to Closed once they have finalized and all of the expected deductions have been processed, otherwise the Accrual line should remain Open
Promo Performance:
Base Units - Amount that you would have expected to sold if no promotion had been running (as reported by specific syndicated POS data provider)
Lift Units - Amount sold above base unit volume (often referred to as incremental units in POS data)
Total Units = (Base Units + Lift Units)
Lift % = (Lift Units / Base Units)
Base Price - Expected or realized average non-promoted price on shelf (as reported by POS data provider for realized pricing)
Promo Price - Expected or realized promoted price (as reported by POS data provider for realized pricing)
Discount % = Percentage discount from Base Price to Promo Price
Promo Spend
Actualized Value: Quantity of deductions that has been tagged to the promotion
Forecasted Value: Expected trade spend for future promotion based on input details
Gross Profit = Lift Units Sold x (Gross Sales Price - COGs per Unit)
If COGs rates are not loaded into Confido, this measure will solely account for Gross Sales Price per Unit
ROI % = (Incremental Gross Profit / Trade Costs)