The solution, the platform, and the people to help you meet your RGM goals

We equip you with everything you need to manage the entire lifecycle of a promotion. From visual dashboards to track your KPI’s and an interactive promotion calendar, every feature is designed with the end-user in mind.

CPGvision Pricing Packages




Budgeting Blue-Check Blue-Check Blue-Check

Make planning efficient with an intuitive, but powerful UI.  Capabilities include single and multi promotion cloning and annual plan cloning.

Account Planning Blue-Check Blue-Check Blue-Check

Make planning efficient with an intuitive, but powerful UI.  Capabilities include single and multi promotion cloning and annual plan cloning.

Deduction Management Blue-Check Blue-Check Blue-Check

Manage your reconciliation process in a state-of-the-art UI to clear deductions faster. You can also use our auto-settlements process to reduce your number and aging and increased productivity. 

Shipment Forecast Blue-Check Blue-Check Blue-Check

Fine-tune forecasts from the promotion calendar to enable better consumption, shipment, and demand planning.

Base & Lift Modeling Blue-Check Blue-Check Blue-Check

Gain increased forecast accuracy and a deeper understanding of the impacts of pricing, promotion, distribution and more on sales. Models pull from various data sources for a statistically-driven baseline forecast and uplift factors to ignite your TPM, TPO, and RGM activities.

Promotion Optimization Blue-Check Blue-Check

Increase your ROI on trade spend with artificial intelligence-drive optimization and scenario planning and see the impact on your volume, revenue, and profit immediately. TPOvision applies data science to drive efficiency in your trade plan with user-defined guardrails.

Scenario Planning Blue-Check Blue-Check

Create multiple scenarios and immediately analyze trade-offs in volume, spend and margin.

Price Elasticity & Management Blue-Check

Maximize margin while balancing consumer value. Balance COGs pressure with consumer value to understand which product lines are more vulnerable to price increases across each portfolio.

AOP Planning Blue-Check

Define and analyze your current state through gap analysis and closure to create a meaningful action plan. Engage all stakeholders within your organization through a top-down and bottom-up planning process to effectively fill in any performance gaps.

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Line 69   When our clients succeed, we succeed.


Think TPM, then think CPGvision.

Overall experience with CPGvision is positive as rarely do you find software companies like CPGvision that provide personalized implementation and support from the CEO and thru to Technical Support levels.”


CPGvision has given our internal stakeholders access to sales plans and forecasts, providing transparency and fostering collaboration. We now have visibility to our total trade promotion investment as well as sales volume forecast and can see the immediate impact of changes to the plan. This keeps us on track to meet our sales and efficiency goals.”


Fantastic TPM Solution Based on Salesforce

Fantastic TPM solution! Cutting planning time dramatically vs use of excel, providing accurate ROI analysis through integration with syndicated data, & providing a simpler solution to deduction management vs our prior process.”

Line 69   How can we help you?

Frequently asked questions (FAQ)


Where is CPGvision hosted?

CPGvision is a true SaaS, hosted in the Salesforce Multi-tenant Cloud.

Do I have to be a Salesforce customer before I can implement CPGvision?

No, the cost of your salesforce licenses are included in the solution cost, we will order and install your entire instance in the implementation process.

Is CPGvision customizable?

Because CPGvision is highly configurable, most clients need minimum to no customization. However, it is customizable if necessary.

Will we need separate instances to roll-out geographically?

No, CPGvision takes advantage of Salesforce’s multilingual and multi-currency capabilities.

What data will I need?

At a minimum, you will want to integrate your sell-in data, or shipments, along with master data (products, accounts, pricing etc.). Most clients also integrate sell-out, or POS as well as sell-through, or Spin data.

Does CPGvision handle distributor relationships?

Distributors and Indirects can be uniquely planned in an independent but related manner within CPG Vision. Indirects are managed as a child of the distributor with related sell-through data for ROI analysis. We also have a unique multi-distributor capability for more complex scenarios of net pricing impacts.

Can a deduction be settled to more than one promotion?

Yes, and more than one deduction can be settled against a given event as well.

How do accruals work?

CPGvision tracks spend in many stages: Target, Plan, Committed, Accrued and Actual. Accrued spending is based on the planned funding * actual sales, and is utilized before all expenses are received in the form of deductions from the retail customer.

How long is implementation?

CPGvision has three levels of implementation, Gold with Go-Live in five - ten weeks, Platinum with Go-Live in 10-20 weeks and Custom for more complicated setups, which typically run 12+ weeks.

Which ERP systems does CPGvision integrate with?

CPGvision integrates with every ERP, as well as data lakes, third party deduction programs like High Radius as well as various other programs in retail execution, demand planning etc. Salesforce’s open API structure allows for ease of integrations.

Can CPGvision assist us with data management?

Yes, we have additional data management packages available based on client needs.

What if I don’t have baselines?

Our base and uplift module utllizes the latest in AI and Machine Learning to generate the base and uplift needed for good trade promotion management and forecasts.

Does CPGvision integrate with our POS data?

Yes, any POS data source that is provided at the Account/SKU/Week level can be integrated. If this information is not in a client’s data lake we can provide integration packs to assist.

Does CPGvision handle production/demand forecasting?

CPGvision generates both a consumption and shipment forecast which are integral inputs into most demand planning systems.

Does CPGvision scan in deductions and settle them automatically?

CPGvision has an auto-settlement capability

Does CPGvision only allow me to plan for my Modern Trade events?

In addition to modern trade, CPGvision will also allow for planning and tracking of your traditional trade longer termed contracts and rebates.We give you the full view of all of your trade spend activity in a single solution and user interface.


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