Analytics & Reporting

Financial Management Reporting

Promax provides full P&L analysis on promotional effectiveness and full visibility of accruals, paid claims and disputed claims. The modern, open database architecture and reporting capability in Promax makes tracking and reporting the financial status of funds related to promotional plans an easy and simple process.

Promotional Lift Results

Promax gives companies the ability to determine not only actual promotional lift, but also the full detailed cost of that lift and its impact on trading partners.

Customer Profitability

Promax not only provides analysis and management of each detailed promotion and will also enable users to evaluate the entire promotional program by Customer. This provides a very powerful analysis of investment and return by a range of parameters such as customer, brand, category or region. Promax reporting can mix planned and actual period data to predict end of year results literally as you end promotions. This gives an up-to-the-minute view of product profitability by customer as results arrive or new plans are created.

Consumer Impact

Promotions are generally undertaken with the intention of driving an increase in consumer sales. Typically, the manufacturer will sell their products to retailers at a discount to help fund the promotion. This discounting is of no benefit if there are no additional sales as a result of the promotion. Promax delivers key information for Brand Managers who want to understand:

• What is the level of sales lift during the promotional period?
• Has the promotion created a long-term impact on base-line consumer sales?

Through use of Scan data, Promax is able to provide analysis to understand the consumer purchasing in relation to the promotion. This includes analysing the effectiveness of the promotion including the responsiveness of consumers to a promotions, the influence of the length of the promotion on promotions effectiveness etc.

Plan Reporting and Analytics

Promax PX is a rich source of financial and supply chain information that provides an insight into customer and product profitability. The communication of the information within Promax is essential to the business process that tracks, predicts and optimizes trade funds investment. That is why Promax has such a diverse and comprehensive reporting environment. The interactive and responsive user interface communicates information rapidly in a tabular, graphical and white paper report forms. The stakeholders involved with the promotion activity extend beyond the user base of Promax PX and can include the executive team, customers, supply chain and marketing to name a few. The reporting facilities inside Promax enable visibility of key information via global dashboards, web based reports and scheduled output of spreadsheets. It is this variety of communication mechanisms that facilitate the realisation of a rapid return on investment from the implementation of the Promax PX project. Download the “Promax PX Reporting and Analysis” White Paper to learn more.

Promax provides over 100 standard reports allowing detailed analysis of Trade Spend performance. Reports can be printed to the screen, printer or a file including common formats such as PDF, Excel, Text, and CSV.

The Promax AnalytX tools include options such as the ability to group or detail a report, indicate the preferred report periods, specify sorting options, or apply comprehensive filtering criteria. These can be saved by the user as templates for future use.

Examples of standard reports provided by Promax include:

• Market analysis
• Detailed promotions evaluation
• Promotional effectiveness and efficiency
• Confirmation of promotion to retailer
• Completed promotions evaluation
• Profitability by customer
• Field force advice of promotions
• Trade spend versus budget
• Trade spend actual and planned versus budget
• Actual vs estimated results
• Details of postings – claims
• Accrual current period transactions
• Accruals – open promotions
• Accruals over/under
• Accrual aging report
• Product budgets
• Forecast (promotional and non-promotional volumes) versus actual and budget

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