Problem Statement
The client is a leading Sweden-based global plant-based food company managing trade promotions, rebates, accruals, pricing, settlements, and Gross-to-Net reporting across multiple regions, customer chains, business units, and product categories. As the business scaled, disconnected systems and spreadsheet-led workflows made commercial planning slow, fragmented, and difficult to govern.
To solve this, Polestar Analytics implemented a connected Trade Promotion Management and Gross-to-Net planning solution on Anaplan, bringing promotion planning, pricing, financial reporting, accruals, and settlement workflows into one integrated planning ecosystem.
Key Bottlenecks
- Disconnected demand planning, pricing, promotions, and finance systems
- Limited real-time visibility into Gross-to-Net performance and promotional spend
- Manual booking, rebooking, reconciliation, and settlement processes
- Complex planning across SKUs, customers, regions, currencies, and forecast versions
- Frequent version mismatches and delayed commercial performance visibility
- Weak governance, approval controls, auditability, and SOX-compliant tracking
Solution Implemented
- Implemented a connected Trade Promotion Management and Gross-to-Net planning solution on Anaplan to unify promotion planning, pricing, accruals, settlements, and financial reporting
- Centralized promotion workflows across approvals, fixed/variable promotions, rebates, listing fees, project-based tracking, and Gantt-based monitoring
- Built automated Gross-to-Net reporting across Forecast, Budget, Actuals, and Actual + Forecast views for improved financial visibility
- Integrated D365, Anaplan Demand Planning, Data Lake, and Power BI to enable real-time data flow and reduce manual dependencies
- Automated settlement feeds, accrual balance feeds, booking/rebooking file generation, pricing, COGS, contribution margin, and SKU-level profitability visibility
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