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Account Planner Scenarios
What are Account Planner Scenarios in Confido?
Confido’s Scenario Planner is a one-stop shop for users to see the impact of different pricing and promotional strategies in real time without making changes to their live trade calendar and forecasts. This creates a shareable and collaborative model where sales and finance users can modify inputs, pull in live pricing data, and make data-driven decisions around their trade plan for the year.
Key Features
Scenarios allows for an easy interface to configure and understand both the Brand’s and the Retailer’s margins and pricing:
- Name and save scenarios to revisit on the account planner
- Edit details of promotions
- Weeks on/off promotion
- % lift
- Base and Incremental Volume
- Funding
- Promoted Price
- View Net Sales, Contribution Margin, and the Retailer’s Margin for any Scenario
- See scenario impact at a per unit or total dollar level
How to Configure Scenarios
Let’s walk through how a user can configure Account Planner Scenarios.
- Scenarios will be available under the “Scenarios” tab in the Account Planner view.
- Select the Product Family to plan for.
- Revenue and COGs will auto-populate from existing data, but a user can override if necessary. Input the Retail Price and Price to Retailer as well.
- If applicable, configure Broker Spend, Distributor Pass-through, Merchandising Spend, and Shopper Marketing Spend.
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- Input expect on and off promotion units or create the outline of promotion items
- At the bottom of the account planner in the “Promotional Support” section and input your non-promotional weeks units per week and EDLP rate
- Click the “Add Promotion” button to add a new promotion line and input the number of weeks the promotion will run, base units per week, expected lift, promo rate, and target price
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6. View the impact of the pricing and revenue changes on unit economics on the dashboard. Save relevant scenarios for future use.
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