Reporting Tools: Checkbook
Manage trade dollars with The Trade Workbench checkbook -
A powerful tool for managing trade spending.
- Potentially one of the most useful tools of the Account Planner is the “Checkbook” report.
- This feature provides the Sales Manager – and management – with an estimate available Trade Funds balance.
- This feature not only provides a critical checkpoint to help prevent overspending but also can generate increased sales
- The Trade Workbench can be designed to accommodate either a live accrual or fixed spending budget process