Reviewing the Trade Spending Summary

Use the Trade Spending Summary to review trade spend costs by key account or product segment, compare fixed versus variable spends and see the total revenue uplift, and identify the return on investment in terms of revenue for key accounts or segments.

In addition, you see an aggregated view of trade spend summary and ROI for product groups and customer segments in the product, customer, or territory hierarchy, with numbers rolling up instantly.

To review the Trade Spending Summary:

  1. From the Home page, click Key Account Planning Key Account Planning icon, and then click Trade Promotions Trade Promotions icon.

  2. Click the Trade Spending Summary tab.