• Base Sales
• Scan
• EFS
• Price
• ROI
• Margin
• $ Per case
• $ Per promoted case
• Key retailer financials

Promax PX supports all the listed data variables

Promax PX has the ability to export in Excel, Word, PDF, Lotus 123, CSV, Crystal, Paginated text and XML formats.

Promax PX interfaces with MFGPro using a set of automated interface controls. These interface controls also enable communication with field force handhelds.

Promax PX currently supports the interfacing with both O4 and ComOps SAM field force tools. Other systems can be interfaced upon request via customisation.

Financial evaluation of every promotion at each stage in the cycle is paramount to the optimisation of trade funds. Maximising the return on investment from these trade funds can only be achieved by seeing what the effect is on the profitability for each promotion planned.

Each promotional event has its own financial statement that is at each step is true the life of a promotion. The financial summary shows the planner a comparison between normal sales and those during the promotion. This financial summary can be configured to match the financial criteria that is commonly used within the client’s specific environment.

Typically we would see a waterfall of trade spend components which might include;

• Gross Sales

• Discount

• Net Sales

• Volume

• Trade Spend

• Co-op

• Case Deal

• Terms

• Total Trade Spend

• Total Trade Spend Percentage

• Gross Profit

• Gross Profit Percentage

• Case Deal per Volume

• Return on Investment (ROI)

• Efficiency

• Effectiveness

• Retail Sales

• Retail Volume

• Retail Profit

• Retail Profit Percentage

• Percent Reduction from the Shelf Price

These financial measures are captured when the promotion is planned, updated during the promotion and finalised when the promotion is closed and all payments have been made.

The Traffic Light evaluation criteria compare the promotion with management parameters of key performance criteria.

These key criteria include;

• cost per volume

• spend per promotion

• spend percentage per promotion

• return on investment

• retailer profit percentage

• retailer profit percentage including co-op

Promax compares these criteria and assesses the promotion. A green light is given when all criteria are passed. If the promotion fails the management test then it may be given an amber or red signal depending on the degree to which it fails. Promax highlights to the user the criteria under which the promotion has failed giving the planner an opportunity to correct promotions pricing and spend to meet the criteria defined.

Promax provides full volume / value analysis both during the planning phase of the promotion but also during and post event. Our clients will typically define key metrics (volume and value based) that define the success criteria for any promotion. These criteria can be defined at different levels and combinations of product, brand, retailer, category level. Colour coded (traffic light) identification integrated to the work-flow approval process highlight any non-conformances. Full financial information for detailed analysis is provided throughout Promax in graphical and numerical format and via onscreen, reports or AnalytixTM (OLAP data cube) capability.

Key Performance criteria that can be tracked and managed include:

Spend % Promotion, Spend % Promotion Incremental, Coop (Gate Fee) Funding as a %, Coop (Gate Fee) Funding as a Value , Case Deal %, Gross Profit %, Incremental Gross Profit %, Cost per Volume, Case Deal per Volume, ROI Measure, Retailers Profit %, Retail Profit % Incl. Coop, Reduction % from Shelf Price, Effectiveness measure, Efficiency measure, Incremental Volume %, Sales Contribution %, Nett into Store per Unit, MOV at Standard per KG, Net Profit Inclusive Investment (CAP 2) %

Promax PX has extensive what if simulation capabilities than a name for the account manager to simulate the effect of unplanned customer self funded promotions. There are many areas of the application that provide functionality for these types of simulations. The integration of statistical modelling gives the account manager and immediate feedback of the effect of these types of activities on the baseline sales along with a financial analysis of the impact of such activities.

Promax PX will allows the business to plan and track the financial costs of loyalty programs. For example the ; the system will allow the business to track the cost of cash backs through redemption rates. The solution doesn’t have the facility to track individual consumer loyalty points.