Commercial Planning

Know what a promotion costs before you commit to it

One Anaplan platform for demand, trade investment, and the territory complexity that sits underneath both

Trade spend dataUnstructured · manual Sales forecastsUnstructured · manual Territory plansUnstructured · manual FinanceOne number, trusted Commercial teamReal-time visibility Supply chainAligned to demand One connected model
Trade spend dataUnstructured · manual Sales forecastsUnstructured · manual Territory plansUnstructured · manual FinanceOne number, trusted Commercial teamReal-time visibility Supply chainAligned to demand One connected model
We understand the requirement first, then build something bespoke around it

WHO THIS IS FOR

Designed for leaders responsible for operational and financial performance.

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Commercial & Trade

Plan promotions against volume, spend, and margin together - whether you're funding them or running them in store.

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Supply Chain & S&OP

Connect commercial commitments to demand and capacity, so operations plan against what's actually coming.

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Commercial Finance

Trade investment, accruals, and post-event ROI on one set of numbers sales and finance both accept.

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THE CURRENT CHALLENGE

Promotions are agreed in one system, funded in another, and reconciled in a third. Each hand-off adds delay. By the time anyone can see what a promotion actually returned, the next quarter's plan is already committed.

HOW WE DO IT

Promotion planning and financial control in one model.

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PLANNING & EXECUTION

Plan the promotion, not just the budget.

Baseline and uplift modelling, scenario comparison before commitment, and calendar-level visibility across customers and territories - so the trading team can see what a plan does to volume and margin before it's agreed.

FINANCIAL CONTROL

Know what it returned, not just what it cost.

Trade spend, accruals, claims, and settlement connected to the plan that created them - so post-event ROI arrives in time to shape the next cycle rather than explain the last one.

PROVEN RESULTS

What changes when promotions are planned in one model.

Reported outcomes from connected trade planning implementations.

50–60%
Reduction in promotion planning cycle time
SPEED
3–5%
ROI improvement on trade spend, worth seven figures annually at scale
RETURN
10%
Spend reallocated from negative to positive-ROI promotions materially improves total efficiency
REALLOCATION

FAQ'S

Everything you need to know before getting started

Can't find what you're looking for? Talk to us.

Most run 8–14 weeks from kickoff to go-live. The capability already exists in Anaplan, so the time goes into fitting it to your customer hierarchies, promotion mechanics, and funding structures — not into recreating what's already proven.

Both, deliberately. Promotion planning, uplift modelling, spend and accrual logic are established in Anaplan and stay current with the roadmap — there's no reason to reinvent them. The work goes into what's genuinely yours: your trade terms, your customer P&L, your approval routes.

It connects rather than duplicates. Promotion planning should draw on the demand and financial models you already run, not maintain a second version of the same numbers. We map those connection points during scoping.

More than most people expect. Promotion types, funding mechanics, approval routes, and the customer P&L structure all flex to your business. What we won't do is stretch things so far that future Anaplan releases become a problem — where something genuinely doesn't fit, we'll say so and design around it deliberately.

Shipment and consumption data, customer and product hierarchies, promotion history, and trade spend actuals from finance. Most of it exists already, spread across three or four systems. Aligning it is usually the longest part of the work, which is why we start there.

Ours. Every consultant is an Elite EPM employee, and the partner who scopes the work stays involved through go-live. Nothing is subcontracted.

We stay through the first live promotion cycles, because that's when the real questions surface. After that, most clients move to a support arrangement or run it themselves — we set things up for the second and are happy with either.

Fixed price against a defined scope, with milestone payments. Support and enhancement work is quoted separately. We'd rather scope properly than quote a range and revise it.

WHY ELITE EPM

We don’t do bait-and-switch consulting

Continuity is the difference between a model that survives its first planning cycle and one that doesn't. We stay focused on Anaplan, build our own specialist team, and keep senior people close to the model from the first workshop through hypercare.

All in on one platform

Anaplan is our entire business, so the platform's roadmap is our roadmap. Our team is fully certified and building on Polaris today - and they understand how businesses plan, not just how to build in the tool

Seniority where it counts

Our partners stay hands-on after the contract is signed. They shape the design, challenge decisions that won't hold up, work the difficult problems, and carry accountability through go-live.

Built for direct collaboration

You get the experience needed for complex, multi-entity work without layers of account management or subcontracted delivery teams.

Where do you want your planning to be next year?

Planning that's slower than business needs, forecasts nobody acts on, an Anaplan investment that isn't paying back. Describe it and we'll tell you honestly where we can help.

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