Supply Chain

Trade and Promotion Planning

Do you find it difficult to define promotion budget and plans and assess their effectiveness? If yes, it can lead to product shortages and profitability issues. With Anaplan, you can optimize trade promotion management by collaboratively planning at aggregate and detailed levels, and easily adding promotions, campaigns, and products without delay.


Business Function
SalesSupply ChainMarketingTrade Promotion Planning
App Last Updated
17.2 MB
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Why Anaplan for Trade and Promotion Planning?

Accurately align spending plans with distributors and end-customer demand signals across all product, geography, and time intervals with unprecedented granularity.
Perform top-down and bottom-up trade promotion planning and analysis that incorporates P&L data—delivering actionable insight into promotions spending for different company organizations. Streamline trade promotion management workflow execution.
Increase margins while you allocate promotions spend effectively across the enterprise by tracking promotions spend and ROI across historical and actuals data.
Maximize your trade promotion management process by leveraging Anaplan to modify plans, as well as make functionality and configuration changes, thereby allowing for a better response to planned events and disruptions—without outside consultants. Manage multiple versions and scenarios as new information presents itself.


Pre-built app designed for business users
  • Activate an app built purposely for trade promotion planning, containing built-in best practices, with one click from the Anaplan App Hub
  • No technical knowledge and skills required to implement, deploy, or tailor the app
Trade promotion optimization
  • Improve trade promotion management by performing top-down spend planning by trade, consumer, and shopper
  • Leverage historical spending to set targets
  • Spread across time, based on profiles. Set funding levels by brand and customer
Unit volume planning
  • Use history to plan unit sells by product and banner
  • Select growth profiles based on historical CAGR or statistical methods
  • Adjust unit plan at any level
  • Enter a custom spread across time or leverage an existing product
  • View volume plan by geo, retailer, brand, and drill down as needed
Promotion planning and analysis
  • Enter planned promotion by banner and tactic
  • Select SKU to be included in the promotion
  • Plan spend levels and plan/ship dates for promotions
  • Compare promotion spending to top-down budget and funding levels
  • View base and lift impact by promotion
Post-event analysis
  • Compare with actuals from ERP, IRI, and IRI retail link system
  • Map data and combine into common structure and hierarchies
  • Determine and track ROI by promotion for actual versus plan
  • Assess variance on consumption, shipment, revenue, and margin
Reporting, dashboarding, and alerting
  • Zero-latency reports and dashboards on all demand plans, forecast KPIs, and actuals with web, mobile, Excel® and PowerPoint® front-ends
  • Enable highly interactive reporting and analysis on the same view as for planning and updating promotion data
  • Define any alert on all data, including plan and master data changes
  • Drill down to transactions
  • Capture and report on notes, plan changes, and assumptions
Master data maintenance
  • Enable end-users to easily create and modify any master data in real time for new products, customers, and promotions
  • Drag-and-drop hierarchy changes with immediate effect
  • Master data update capabilities tailored to process and role-based views
  • Master data update capabilities tailored to process and role-based views
  • Real-time master data changes—e.g., on promotion data, large datasets, etc.
Data integration
  • Get started quickly with self-service UI for data loads (import and export) by business and IT users
  • Centralization of master data and transaction data from source systems to multiple Anaplan apps for improved trade promotion management
  • Pre-defined, bidirectional Anaplan connectors with MuleSoft, SnapLogic, and Boomi for hundreds of data sources, including Oracle and SAP
  • UI integration with to facilitate your trade promotion planning process
  • Programmatic integration via REST-API. Use Model Link to share plans and master data across models without ETL tools
Top security and reduced IT costs
  • Single, continuously monitored multi-tenant cloud platform and infrastructure
  • Role-based security, user management, and single sign-on support
  • Disaster recovery and full data encryption


Anaplan is driving a new age of connected planning. Large and fast-growing organizations use Anaplan’s cloud platform in every business function to make informed decisions and drive faster, more effective planning processes. Anaplan also provides support, training, and planning transformation advisory services. Anaplan is a privately held company based in San Francisco with 16 offices and over 150 expert partners worldwide.


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Terms and conditions


Application Terms and Conditions: BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service and modify the Application in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately.

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