Driving Connected Trade Promotion Planning & Gross-to-Net Visibility RGM for a G

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