Sales, promotion and margin tools for CPG brands
Consumer goods businesses need margin, promotion and sales numbers that sales and finance can both trust.
Delivered remotely for US and international teams, with overlap into US business hours.
Trade spend, promotional uplift, distributor sell-in and retail sell-out often sit in separate workbooks. When a price, discount or promotion changes, sales and finance rarely see the same margin on the same day.
We build sales, promotion and margin models, category and customer reporting, and connections to ERP and distributor files so commercial and finance teams share one version of the numbers.
Challenges we see in fmcg
- Promotional and trade spend is hard to evaluate after the event
- Sell-in, sell-out and stock sit in different files
- Price, discount and rebate changes are slow to reach the margin view
- Customer and category reports are rebuilt for every meeting
- Forecast versions are emailed around the commercial team
How we help
- Sales, promotion and margin analysisExcel Dashboard Development
- Commercial and category KPI dashboardsDashboards & Business Intelligence
- Connections to ERP and distributor dataExcel Integrations (SQL, API, etc.)
- Price, volume and promo scenario modelsExcel Financial Modelling
- Repeatable preparation of retailer and distributor filesPower Query Consulting
Where AI fits in consumer goods
Use AI on the documents and commentary around the commercial numbers.
- Extract promotion terms and rebate conditions from emails and PDFs
- Flag unusual uplift, spend or margin movements for review
- Draft weekly sales commentary from the dashboard for a human to edit
Systems we connect
- NetSuite
- SAP
- Microsoft Dynamics
- QuickBooks
- Retailer exports
- Power BI
Frequently asked questions
Can you measure whether a promotion actually paid back?
Yes. We bring sell-in, sell-out, price and trade spend into one model so margin before and after the promotion is visible.
Do you replace our ERP or distributor portal?
No. We take the exports or connections you already have and build the commercial view around them.
Can sales and finance use the same numbers?
Yes. That is the point of the model: one set of inputs, one margin, and reports each team can read.
Can it handle several customers, banners and pack sizes?
Yes. Customer, product and pack hierarchy are part of the structure, so a price change rolls through to the right margin.
See promotion margin before the meeting, not after it
Delivered remotely for US and international teams, with overlap into US business hours.
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Let's talk about what you need
Big or small, we are happy to discuss it. Send us a message or book a free discovery call — we typically respond same business day.
What happens next
- 1
We review your enquiry carefully and reach out personally — usually same business day. No obligation, no hard sell.
- 2
We clarify scope, then provide a clear fixed-price quote and realistic delivery timeframe so you know exactly where you stand.
- 3
Once agreed, we build in stages, keep you updated, and hand over a solution your team can rely on — with support if you need it.