ProFeT Documentation

ProFeT is a demand planning and commercial management platform for consumer goods businesses. These docs cover the core workflows, supporting setup, and key analysis surfaces used to run the platform well.

Getting Started

• What is ProFeT? — Platform overview and how it's organised
• Key Concepts — Glossary of terms used throughout ProFeT
• Onboarding Journey — Complete setup-to-live workflow for new tenants

Overview

• Dashboard — Monitor KPIs and compare forecast vs actuals
• Live Forecast — Manage forecast snapshots and submission workflow
• Cash Planning — Model cash timing, warning thresholds, and manual adjustments
• Commercial Calendar — Unified timeline of all commercial activity
• Ask the P&L — Use contextual AI assistance on supported planning views

Commercial

• Customers — Manage customer master data and SKU assignments
• Promotions — Create off-invoice and retro-funded deals
• Retros — Case rebates, growth overriders, and listing fees
• Trade Spend — Marketing and promotional budget allocation
• Reconciliation — Review commercial spend evidence, invoice references, and audit history

Planning

• SKUs — Configure your product catalogue
• Forecast Builder — Build demand forecasts from market assumptions
• Production Planning — Plan production runs and manage stock levels
• W&D Setup — Configure distribution rate cards and zones

Data

• Actuals — Upload sales data and track real performance

Administration

• Settings & Admin — Manage users, roles, and tenant configuration
• Billing — Manage Stripe plans, seats, and SKU capacity