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CPGToolBox Trade Planner

Starting at $149 USD per user per month Pricing shown is for ISV Force Platform licenses only, with full OEM licenses also available. Volume discounts can be applied.



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Latest Release


Trade Promotion Management. Simplified.

A robust, easy-to-use tool for Trade Planning delivering vital information for key stakeholders: Business Plan management, Budget/Sales Objective allocation, Trade Promotion Funding, What-if scenarios (TPO), Promotion/Tactic planning, and much more.

  • Business Plan Management
  • Trade Promotion Funding
  • What-if Scenarios (TPO)
Compared to other systems on the market CPGToolBox delivers better, reliable, predictable analysis of Trade Promotion programs.####- Budget & sales target planning and allocation.##- Accrual calculations based on actual sales.##- Fund promotions from both budgets and accruals.##- Manage business plans in an intuitive, hierarchical style.##- Manage promotions with Gantt-style calendar views.##- Fast-as-you-type product searches.##- Easily manage authorized products, baseline volume and lift matrix.##- Multi-line promotion calculator quickly displays predicted lift and volume.##- Easily manage deductions and check request settlements.


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited,, Developer, and Performance EditionsEnterprise & Up
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Supports orgs where Multiple Currencies is enableMulti-Currency

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 22
  • Custom Applications: 1
  • Custom Tabs: 12

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements Trade Planner is 100% native on the platform. It only requires a browser, an internet connection, and a subscription.



Additional Information

Package Name
CPGToolBox Trade Planner
07/07/2013 / 3.27.0
First Release
Latest Release

Case Studies
Atlanta, GA, US
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