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Industry Solution · Consumer Packaged Goods

ATLAS Plan: Bottom-Up Planning and Forecasting for CPG

Optimize your bottoms-up annual planning & in-year sales forecasting process.

A dynamic planning and forecasting platform for CPG teams, with AI built in and integration with your existing systems. Build the annual plan for each account and product, and keep improving it as the business changes.

30-second overview. Watch the full 5-minute walkthrough

Sound familiar?

Where CPG planning gets difficult

“The annual plan lives in spreadsheets.”

Separate files for each key account manager mean more manual consolidation, more room for error and more rework.

“Our teams are planning from different assumptions.”

Sales builds the account plan, but finance, revenue management and supply chain don’t always have the same assumptions to work from.

“We need a better process before planning starts.”

We need time to connect the data and get teams ready before they start building next year’s account plans.

“We need to see what pricing and promotion changes do to the forecast.”

When we revise a promotion, change its funding or add an event, we need to see the expected effect on the rest of the year for us, our distributors and retailers.

“We’re short of target, but we’re not sure why.”

We need to understand how distribution, pricing, promotions and funding compare with budget, and which accounts and products are driving the gap.

“Sales and finance aren’t using the same trade funding plan.”

Promotion changes affect net revenue and profit. Finance needs the current funding assumptions behind the sales forecast, not a separate version to reconcile.

Sales teams build the account plan in ATLAS Plan. Finance, revenue management and supply chain can use the same inputs for budgeting and demand planning.

What changes

What Your Team Can Do With ATLAS Plan

Annual plan

Build the annual plan account by account

Roll up account plans against the annual revenue target. See which accounts contribute to the gap, then review the pricing and promotional changes that could improve the plan.

Assumptions

Make the assumptions behind the plan clear

Review distribution, expected sales per store and everyday pricing by product group. See how changes in those assumptions affect base volume before adding promotional activity.

Promotions

See what each promotion is expected to earn

Model the price point, funding and merchandising support. Compare expected lift with the lift needed to break even, and review the economics for your business, the distributor and the retailer.

Tradeoffs

See whether extra sales are worth the funding

Compare a proposed promotion with the current plan. Review the added cases, net revenue, trade spending and gross profit after funding together, then see what the change means for the account’s annual results.

In-year forecast

See where the year is heading against budget

Combine actual shipments for closed months with the forecast for the rest of the year. Review expected revenue and cases, and see how the full-year outlook compares with budget.

Recovery

Compare options for closing the forecast gap

Revise future promotions, adjust funding or add events in eligible weeks. Compare the expected effect on revenue, trade spending and gross profit while respecting closed periods and advertising locks. Keep the current outlook visible while you assess the scenario, then send the proposed changes for review.

How it runs

Built around your planning process and existing systems

We build ATLAS Plan around your accounts, planning rules and data, in your own environment. Automated connections bring your finance, planning and trade promotion data into the planning process.

AI agents help identify pricing and promotion options for closing budget gaps, within your planning assumptions and rules.

Client implementation

Finance

Planning

Trade promotion

ATLAS Plan

In your own environment

Client implementation shown. The public demo uses illustrative data and has no live connections

ATLAS relationship

Bring performance insights into your next plan

ATLAS helps you understand how promotions, customers and commercial terms contribute to profitability. Use those insights in ATLAS Plan to shape next year’s account plans and adjust the current-year forecast. Explore ATLAS.

Talk to Revology about your planning process.

See ATLAS Plan in action. Watch the full walkthrough.

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