Workbench Links

Planning Tools:     Budget Creation

SEE: What’s being spent where

SEE: What volume/profit impact to expect

• For many companies, the first task in developing a comprehensive, effective annual plan is to allocate sales quotas and trade promotion budgets down to the customer and product level appropriate for planning.

• The “Budget Creation” function has been established to allow the VP of Sales or Trade Marketing Manager to generate “Top-Down” budgets or sales quotas from a global or national number and incorporates such data as factory sales, consumption, store count or ACV and demographic or population trends.

• The system can be setup to automatically generate estimates based on client-defined criteria but also allows for user over-rides