Trading companies - Corporate Planning

Performance management for trading companies

Keep a close eye on your KPIs with the Corporate Planning software.

For trading companies to succeed in dynamic markets, managers need to sift out the essential information from vast amounts of data and analyse it effectively. They need on-the-spot answers to their business questions from their current point of view. Corporate Planner is the solution with which you can plan at any level of aggregation. Use it to create detailed sales analyses and operational cost centre budgets as well as your integrated financial plan.

Multidimensional planning and analysis

Consider different scenarios and analyse your data in terms of multiple dimensions, such as by location, sales rep, distribution channel, customer, product, product category, item, and/or brand. With Corporate Planner Sales, you can model heterogeneous planning structures and get instant answers to key sales questions like 'Who's selling what, and to whom?'

Go to Sales Management

Create a rolling sales plan

The Corporate Planning software enables you to prepare all the data you need for a rolling budget automatically. Our solution comes with top-down and bottom-up planning functions, which you can easily use in combination, as well as price and quantity planning models and a carry-forward feature with which you can roll your plans forward over the years ahead.

Include trading figures in your financial plan

Benefit from a fully integrated flow of data: your operational planning figures in Corporate Planner are immediately available for financial planning, and you'll automatically receive your budgeted balance sheet and cash flow plan.

Go to Financial Planning

Get the complete picture in multichannel marketing

Alongside their brick-and-mortar retail operations, trading companies market their goods through many different channels: their own online shops, third-party trading platforms, television, social media and mobile apps. In these complex multichannel marketing activities, keep track of all your management KPIs with the Corporate Planning software and use it to plan your trading revenue and cost items – sales, discounts, returns, cost of goods sold, as well as advertising, marketing and shipping costs – for each of your distribution channels.

Easily connect your source systems

Effortlessly incorporate data from your financial accounting and merchandise management systems in your planning. Thanks to our integrations, the Corporate Planning software blends seamlessly into your existing IT system landscape to ensure smooth, error-free imports of all your business data.

Discover our integrations

Corporate performance management software at work

What do the Corporate Planning software solutions deliver in practice? Nobody's better placed to tell us than the people working with them every day.
Here's what some of our customers have to say.

Corporate Planner is not only used every day by all our sales reps for the current sales and stock data, but also for variance analyses and for creating reports for the executive management and for banks.

Matthias Lohmann

Head of Finance

Many car dealers work with several different source systems. The Corporate Planning software covers this heterogeneous system environment like a lid, bringing together all the relevant data on just one platform.

Michael Ottens

Car dealership owner and consulting partner

The Corporate Planning software is very user-friendly, enables quick data import and export, and stands out with a reporting system that is both easy to use and clear.

Reinhard Schachl

CFO

Corporate Planner enables us to model our ongoing reporting quickly and accurately in a complex environment and to draw up a budget on that basis.

Dr. Igor Arenkov

Head of Finance & Controlling

Although it's a standardized application, Corporate Planner is extremely adaptable to individual requirements – and by no means a data graveyard. Its user interfaces and graphics aren't too demanding. If anything, they make you want more.