Budgets and forecasts for trading companies

The challenges depend on what is being sold, whether the company is a wholesaler or retailer – or both. But it is very much about planning sales of product groups combined with keeping stocks of the right products at the right time and for the right market. Combined with achieving optimal profitability.

Why you should choose Effectplan as a planning system

The benefit of having several templates from different perspectives is ideal for a very large number of trading companies. Even if it is not currently possible to produce a rolling plan at all levels, you can use Effectplan to perform rolling planning for parts of your objects. Maybe a product group or retailers you want to follow up a little more frequently? You may, for example, want to have your own initial plan to follow the launch of a new item.

A selection of our customers


Take your planning into the future