Platform Highlights
BTL Budgets & Transfer Log
Set quarterly or yearly budgets with precision — allocate brand- and state-wise, track spends live, and transfer between brands or states with ease. Every rupee allocated, approved, and reallocated with full visibility and control.
PO Generation & Invoice Booking
Auto-generate Purchase Orders once activity plans are approved. Ensure your ERP syncs with actual execution status to avoid mismatches.
BTL Field App
Track visits with geo-login, sales logged, stock updates, and competitor insights. Get real-time data and images from the ground to monitor execution effectively.
Dashboard & Insights
A unified dashboard offering real-time insights across sales, BTL, inventory, and execution,field app,budgets—customized for every role
BTL Activity Planning & Approvals
Plan BTL with set templates, easy approvals, and integrated budgets — all the way to PO release.
Ensure smooth execution, timely completion, and outcome-driven insights through reports and dashboards.
Vendor Execution Module
Tracks both reece and completion status of vendor activities in a unified workflow also get auto generated WCC certificate post completion.
Platform Intelligence
Auto-generated promo insights, outlet suggestions, discrepancy flags, and downloadable budget reports for smarter decision-making.
Deep Dive
BTL Budget & Transfer Log
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Real-time visibility of allocated, consumed, and remaining budgets
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Detailed logs of all budget transfers with date, amount, and approver information
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Track budgets by zone, state, brand, and activity type
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Historical budget usage to support better planning and forecasting
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Complete audit trail for financial transparency and compliance
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Integrated transfer request and approval workflow
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Linked with Cost Approval Note and PO for end-to-end budget control
BTL Planning & Approvals
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Automates outlet-level execution across BTL
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Integrates ERP-linked budgets with real-time tracking
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Tracks PO-to-invoice flow for better financial control
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Coordinates all teams on one system for optimized spending
Smart Planning Features
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Auto-reminders for key dates, festivals & lull periods
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Plan BTL using On-Trade & Off-Trade strategies
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Track spends by lever, month, state, and brand
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Auto-flag outlet selection mismatches or duplications
PO Generation & Invoice Booking
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Generate Purchase Orders (POs) directly post cost approval note for approved BTL activities
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Link POs to specific vendors, activities, and allocated budgets
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Ensure real-time budget validation before PO issuance
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Track PO status — generated, issued, or pending — in one view
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Enable vendors to submit invoices against approved POs
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Book and reconcile invoices with actuals for accurate expense tracking
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Maintain a complete audit trail from PO generation to invoice settlement
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Seamless integration with ERP for financial compliance and reporting
Vendor Execution Module
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Seamless tracking of vendor-led activities from recce to final execution
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Real-time progress updates with live tracking and status visibility
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Capture on-ground images, notes, and proof of execution
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Ensure transparency and accountability across all promotional tasks
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Access store-level execution analysis for deeper performance insights
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Auto-WCC generation post-verification which is signed digitally by field manager/medical rep.
BTL Field App
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Geo-Tracking & Login/Logout: Track promo boy movement, login time, and store visit duration.
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Work Summary Per Store: Log cases sold, stock availability (based on inputs), and outlet performance.
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Competition Tracking: Capture competitor visibility, pricing, and activity data in real-time.
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Photo Uploads: Promo boys can take and upload images for each activity or display.
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Role-Based Views: TTM, RTMM & NTMM get dedicated tabs for region-wise performance and team monitoring.
Platform Intelligence
Smart auto-flags: Outlets that don’t meet brand/state rules (like high CPC, repeat activity, or zero growth) are flagged instantly.
Clear justifications: See exactly why an outlet was flagged and proceed by adding a reason.
Insight-rich dashboard:
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Promo analysis (before, during, after)
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Penetration & ROI tracking
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Justification logs + budget reshuffling trail
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Discrepancy alerts for unusual spends or repeat targeting
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Track outcome for short tails vs long tail
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Outlet suggestions that work:
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Promo-responsive outlets
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High-headroom & cluster-based opportunities
Easy budget tracking: One-click Excel download for budget reports
Dashboard & Insights
Real-time, role-based dashboards with full visibility into sales, BTL, ATL, inventory, and execution. Make faster, data-backed decisions with insights at every level.
