Depletion vs Plan
By SKU · last 8 weeks
Signature dark roast+5% vs plan
Single origin ethiopia−18% vs plan
Cold brew concentrate+18% vs plan
Decaf house blend−26% vs plan
Depletion. Trade. Lots. One view.
RevenuePoint builds Salesforce for food and beverage brands — with distributor depletion against plan, trade promotion ROI, field-rep visit capture, and lot/recall traceability on one record page. Fully managed by RevenuePoint.
The pain · in numbers
67%
of growing-business CPG brands cannot attribute trade lift to a specific promotion.
CPG trade spend benchmark
#2
trade spend ranks as a P&L line — behind COGS — for most brands.
CPG financial benchmark
4–6 weeks
typical lag between a promotion and the depletion report that measures it.
RevenuePoint discovery
3 systems
a brand manager touches to answer "did the promo work at this chain?"
Sales ops discovery
A clean Salesforce record page
Account · Greenfield Roasting
This is the Lightning record page RevenuePoint builds for accounts teams. Every component below is live Salesforce — reading from the systems noted on each tile. Numbered callouts map to the components we install on day one.
Salesforce|Consumer Goods Cloud
JT
HomeAccountsReportsDashboardsMore ▾
A
Account›Greenfield Roasting · Whole Foods · Pacific NW
Greenfield Roasting · Whole Foods · Pacific NW
Retail chain · 32 stores · distributor: UNFI · relationship since 2020
YTD shipments
$1.42M
Depletion YTD
$1.18M
Depletion vs plan
−8%
Promo live
2
Open ACV
68%
Last recall
None
RelatedDetailsNewsActivity
Pulls from: VIP / UNFI depletion feed
Trade Promotion ROI
Active + recent · lift attribution
| Promo | Live | Lift | ROI |
|---|---|---|---|
| Spring brew · $2 off | 04/15 – 05/15 | +22% | 1.4x |
| Cold brew endcap | 04/01 – 04/30 | +41% | 2.1x |
| Decaf feature | 03/11 – 04/08 | +3% | 0.6x |
Field-Rep Visit Planner
Next 2 weeks · by store
- Store #1418 · 05/07Rep M. Ochoa · order + promo check
- Store #1221 · 05/08Rep M. Ochoa · endcap audit
- Store #1102 · 05/10Rep D. Blake · planogram reset
- Store #1418 · 04/24Completed · no OOS, order placed
Lot / Recall Lookup
- Last lot shipped
- L-2540 · Dark roast
- Best by
- 10/22/26
- Open recalls
- None
- Recall history (24mo)
- 1 · voluntary · 2024
1
Depletion vs Plan
Distributor depletion data against the account plan — by SKU, by week. Brand managers see where lift landed and where it did not.
Source: VIP / UNFI depletion feed
2
Trade Promotion ROI
Lift versus baseline for every active and recent promotion — with the cost, incremental volume, and ROI attached.
Source: NetSuite + depletion feed
3
Field-Rep Visit Planner
Upcoming store visits with the tasks each rep will execute — order capture, planogram check, display audit, and depletion review.
Source: Consumer Goods Cloud
4
Lot / Recall Lookup
Every lot shipped to this account with production date, BBD, and recall status — so traceability is a query, not an emergency.
Source: Lot__c
Data model
The objects we build on. The objects we add.
Consumer Goods Cloud (or Manufacturing Cloud where agreements dominate) gives us the retail execution model. We add trade promotion, depletion, and lot objects.
Standard Salesforce
AccountVisitRetail StoreProductOrderPromotionSales Agreement
Custom — built by RevenuePoint
Trade_Promotion__cDistributor_Depletion__cLot__cRecall__cPlanogram_Audit__c
Integrations
Every system connected. Salesforce is where you work.
ERP stays authoritative for orders and COGS. Distributor feeds and retail point-of-sale feed depletion. We wire both into Salesforce so brand managers see lift, not lag.
SA
SAP Business One
ERP
Orders, COGS, BOM, lot production.
NE
NetSuite
ERP
Alternative ERP with CPG-friendly reporting.
AC
Acumatica
ERP
Distribution-edition path for smaller brands.
VI
VIP / iDIG
Depletion (bev-alc)
Distributor depletion data aggregator.
EN
Encompass
Depletion
Bev-alc reporting for wine and spirits.
SH
ShipStation
Fulfillment
DTC fulfillment and carrier events.
ST
Stripe
Payments
DTC collection and recurring subscription.
MA
Mailchimp
Trade comms
Broker and retailer updates, promo launches.
Lightning components
Integrations, rendered inside Salesforce.
Each tile below is a Lightning Web Component we install on the record page. Reps and managers see the other systems they depend on — without leaving the account.
Distribution Void Finder
Stores in this account carrying fewer SKUs than their cluster — the voids worth closing.
Pulls from: Depletion feed
| Store | SKUs carried | Cluster avg | Gap |
|---|---|---|---|
| #1102 | 4 of 8 | 7 | −3 |
| #1221 | 5 of 8 | 7 | −2 |
| #1418 | 8 of 8 | 7 | +1 |
Promo lift forecast
Predicted lift for planned promotions based on historical performance at similar stores.
Pulls from: Foundry
Planned
$48K
Predicted lift
+28%
within band
Predicted ROI
1.8x
above target
Confidence
Medium
Stripe · DTC Subscription
Subscription revenue from this brand’s DTC channel, with churn and LTV signals.
Pulls from: Stripe
- Active subs
- 1,842
- MRR
- $38,420
- Churn (monthly)
- 3.1%
- LTV · 12mo
- $214
Mailchimp · Broker updates
Broker and retailer campaign engagement for new launches and promo calendars.
Pulls from: Mailchimp
| Campaign | Sent | Open | Click |
|---|---|---|---|
| Spring promo · brokers | 04/08 | 68% | 24% |
| Cold brew launch | 03/21 | 71% | 31% |
| Q2 pricing | 03/01 | 62% | 12% |
Signature use cases
Three problems we solve in the first quarter.
i
Close the distribution void gap
Brand sees ACV in aggregate but cannot tell which stores are light on SKU count versus their cluster.
How it works
- αDepletion and store-level POS sync into Retail Store records.
- βA report compares each store’s SKU count against its cluster average.
- γField reps see the void list ranked by ROI potential for their next route.
Outcome
Void closure becomes the specific work on every route, not a quarterly wishlist.
ii
Trade promotion that proves its ROI
Promotions run, incremental revenue shows up, but attribution to the specific program is hand-wavy.
How it works
- αTrade_Promotion__c captures the promotion design, cost, and affected stores.
- βFoundry matches depletion against a matched-store baseline for lift measurement.
- γThe promo ROI report fires at the end of each promo without a human pulling data.
Outcome
Trade spend becomes a managed investment with an ROI measurement attached to each program.
iii
Lot traceability when the call comes
A recall or carrier freeze requires finding every account and store that received a specific lot — hours of spreadsheet work.
How it works
- αLot__c tracks each lot to every shipment, order, and store delivered to.
- βRecall query returns the complete distribution list instantly.
- γOutreach campaign fires to brokers and retailers with the specific action required.
Outcome
Recall response drops from a day of scramble to an hour of execution.
Foundry · Orchestrated intelligence
Foundry sits on top of a clean Salesforce.
Once your record page is clean, Foundry connects the rest of your stack — ERP, accounting, telephony, marketing — and delivers live dashboards, AI reports, and agents that take action. Fully managed by RevenuePoint.
I · Connect
Every system you run, on one warehouse.
We wire SAP Business One, NetSuite, QuickBooks into a managed pipeline so Food & Bev data matches on every side.
II · Illuminate
Live dashboards. Overnight AI analysis.
Batch yield and waste tracking by production line and SKU
III · Act
Agents watch, decide, and execute.
Expiry and shelf-life watchers with automated disposal and reorder triggers
A Food & Beverage agent, running todayWatcher
Shelf-Life & Expiry Watcher
Monitors ingredient and finished-goods expiry dates across all facilities. Triggers disposal, redistribution, or reorder actions 72 hours before shelf-life thresholds are breached.
RunsContinuous · 2-hour windowsSuccess99%Avg2.1s
67%
CPG trade spend attribution benchmark
The problem
Two-thirds of growing-business CPG brands cannot attribute trade lift to a specific promotion. Trade spend — the second-biggest line on the P&L — gets approved on feel, not measured on outcome.
What we do
We capture promotion design in Trade_Promotion__c, then let Foundry match depletion against a baseline to measure lift. ROI reports fire per promo without analyst pulls.
Outcome
Trade spend becomes a measured investment. Decisions about renewing, cutting, or scaling each program get made with numbers.
How we package the work
Fully managed by RevenuePoint. Three tiers.
Flat monthly pricing. Your single point of contact at RevenuePoint. We keep the instance clean as your business changes.
Foundation
4 weeks
A clean Food & Beverage record page with the signature components live.
- Discovery and current-state review
- Clean record page build with the custom components
- Core object + field cleanup
- Two primary integrations wired
- Named administrator for the life of the engagement
Most chosen
Rebuild
8–12 weeks
A full Food & Beverage rebuild — objects, components, automations, integrations.
- Everything in Foundation
- Custom object + permission model
- Four to six integrations (ERP, payments, comms, marketing)
- Flow and agent automation for the core workflows
- Foundry hook-up for live intelligence across systems
- User training and adoption workshops
Run
Ongoing monthly
Fully managed — we keep the instance clean as your business changes.
- Named administrator with monthly review cadence
- Integration maintenance when source systems change
- New components and reports on request
- Release and security updates handled by RevenuePoint
- Flat monthly fee — no hourly billing
Need to see the full managed-services pricing, or meet the team who runs it?
Common questions
Before you book a session.
See Food & Beverage on a clean Salesforce.
A 45-minute working session with a RevenuePoint architect. We walk the record page, name the integrations you need, and scope what's possible in the first 90 days.