If you’ve ever participated in setting up a trade spend management solution or have been a user of one, you know data is your most valuable asset. But without the right tools to analyze and visualize that data, you can’t get a return on all the effort it takes to get data into the solution! Effective Trade Promotion Management and Trade Spend Management are critical for success, but many organizations struggle to get a clear picture of their performance. That is why we have invested in improving the Insights suite inside of the CPGvision platform, offering a powerful analytics-first approach to business decision-making.
The CPGvision Insights Suite is a comprehensive collection of persona-based interactive dashboards and reports (think Tableau on steroids) designed to provide actionable insights for every role in your organization. We take advantage of the four key types of business analytics to provide the actionable insights that our clients need. Our insights suite keeps the complexity in the background and the simplicity in the front for the user. From high-level executive overviews to granular financial details, the CPGvision Insights Suite empowers your team to make smarter, data-driven decisions.
For executives, having a clear and accurate understanding of the entire business is what CPGvision delivers. The Insights Suite provides a top-down view of your organization's health, enabling strategic decision-making with confidence.
Executive Dashboard: Get a graphical, Gross to Net waterfall view of your business. This dashboard provides a latest estimate view of revenue and spending, allowing you to quickly assess performance against targets.
Business Health Analysis Dashboard: Understand which accounts and products are driving your business. This dashboard helps you identify top performers and areas that may require more attention.
Gap Analysis: The Executive Dashboard also includes a gap analysis to compare the latest estimates against targets for key KPIs like revenue, volume, and spend. This helps identify where there are gaps to be closed and if there is available spend to do so.
One of CPGvision’s key strengths is in configurable financials and preservation of financial integrity. We are proud of our general ledger reconciliation and internal controls, and our finance users appreciate the power of the Financial reports in our Insights suite. It provides the finance team with the tools they need to manage trade spend accruals, track settlements, and ensure accurate trade spend financial reporting.
Fund Analysis Dashboard: Gain visibility into fund balances, committed amounts, and remaining spending availability.
Spend & Accruals Analysis Dashboard: Monitor accrual activities at the promotion level to track planned versus actual spending and identify potential overspending.
Settlement Dashboard: Get a clear view of the progress, performance, and status of the settlements process, including the aging of claims.
Reconciliation Reports: Detailed reports like the "Accrual Month End Report" and "Spends Ledger and Account Reconciliation" provide the granular data needed for reconciling accruals and spending with external systems.
Your sales team is on the front lines, and they need timely and accurate information to drive performance. The Insights Suite provides the tools they need for effective CPG account planning and promotion management.
Account Performance Dashboard: Track progress of revenue, volume, and spend relative to targets with both actual and latest estimate views.
Post Promotion Event Analysis Dashboard: Quickly conduct post-event analysis to understand the effectiveness of promotional activities and make data-driven decisions for future promotions.
Account P&L Report: Get a side-by-side view of planned and actual key KPIs to understand profitability at various levels of the account and product hierarchies.
Track planned and actual spend by account and promotion in the accrued spend report
The base vs forecasted dashboard tracks AI projected sales against actuals and informs plan adjustments
Utilize the Account Plan Detail Scenario Report for an in-depth, side-by-side comparison of the results of integrated scenario planning.
System administrators play a vital role in maintaining the health and efficiency of your systems. The Insights Suite provides them with the tools to monitor system usage and data integrations.
User Adoption Dashboard: See which reports and dashboards are being used most and least, and by which users.
Integration Monitoring: Monitor inbound and outbound integrations to see completed jobs, failure rates, and the percentage of successful file transfers.
Basic Healthcheck Dashboard: Monitor the data health of your system from a data integrity, completeness, and validation perspective.
Beyond the persona-specific benefits, the Insights Suite is designed with the user in mind.
Powerful Filtering: All reports include standard filtering capabilities that align with your defined account and product attributes.
Summary Fields highlighting the rollup of the most important data, and based on the filters you have in place.
Button-click to change Views: Easily change the layout and views of a report to see the data aggregated by time period, account, brand, or other attributes.
Custom Reporting: Clone standard reports and adjust them to meet your specific requirements, or create entirely new custom dashboards and reports.
Data source toggle - want to see only sell-in or sell out data? Plain or Actual? Just hit the toggle button and your data appears like magic!
Use our handy filter and metric button selections to take a column off or put it back in, allowing you to customize your report with the click of a button!
CPGvision undoubtedly provides the most powerful Insights Suite in the industry, our clients gain competitive advantage by having the right knowledge and forward actions in their hands every day!
Learn why CPGvision is the right solution for all your trade spend management needs, and for more information, visit cpgvision.com