Budgets and forecasts for the retail sector

Planning here is absolutely vital for profitability. And if you own all parts of the chain – from wholesale to retail – there are numerous parameters and volumes that govern the planning process. In this area you have to mix it up a little when it comes to the level of detail and work with product groups all the way down to the retail level. But there are different approaches. Many like to work with information from the retail level, while others work more at the wholesale level when it comes to control and planning.

Why you should choose Effectplan as a planning system

Effectplan’s template management and drivers provide excellent opportunities to choose a model for planning and control. If you want to work on budgeting and forecasting, but to work in a more rolling or activity-based way for certain product groups and revenues, this is perfectly possible. Effectplan’s versatility is ideal for trading companies.

A selection of our customers: