Revenue cascade · with Scout

The plan starts where the deal does.

Sales planning is the head of the revenue cascade — a 52-week, bottom-up account plan where every door you win flows straight into trade, demand, and supply. Win the meeting; the plan already moved.

app.moduscpg.com/sales-planning Scout · 52-week
Account plan · FY26Quota 104% paced
RETAILERQ1Q2Q3Q4FYvs Goal
Kroger0.91.11.21.44.6+12%
Target0.60.70.70.82.8+4%
Costco0.50.50.60.72.3−2%
Whole Foods0.30.30.40.41.4+8%
Scenario: +200 Kroger doors → +$0.7M FY, 1 supply flagPromote →
$11.1M
FY plan
104%
Quota pace
3
Scenarios
+7.4%
vs LY

01 · The disconnect

Sales commits volume in a deck. Operations hears about it weeks later, if at all. The number the buyer agreed to and the number the plant builds to were never the same document.

02 · One plan

Modus puts quota, doors, and account plans on a 52-week grid tied to the live forecast. Scenario-model a deal, and see revenue, trade, and supply impact side by side before you commit.

03 · Win to plan

Close the meeting, run the distribution wizard, and the win cascades — Trade builds the promo, Demand recalculates, Supply checks coverage. The plan is current before you leave the building.

Retailer 360 · the landing

Every retailer, on one page.

Forecast, promotions, opportunities, relationships, and operations for a single account — one scrollable view. Walk into any buyer meeting with the whole relationship in your hand, not in nine tabs.

app.moduscpg.com/sales-planning Retailer 360
Kroger · Retailer 360FY26 · live
ForecastPromo CalendarSales IntelRelationshipsOperations
FY revenue plan$4.6M · +12% vs goal
Active promos3 · next TPR W41
Open opportunities2 · +200 doors in review
Next line reviewSep 12 · deck drafted

Forecast Grid

Gross to net to contribution margin — sliced any way you want.

Complete P&L visibility across your entire business, 52 weeks out: by retailer, DC, product, brand, or week — with year-to-date actuals and year-to-go plan in the same view. Overrides, EDLP, and allowances live in the same grid, so the number you plan is the number finance recognizes.

app.moduscpg.com/sales-planning/grid Forecast Grid
ForecastOverridesEDLPAllowances
Gross revenue$5.61M
Trade & allowances−$1.02M
Net revenue$4.59M
Contribution margin$1.84M · 40.1%
YTD actuals · YTG plan · slice by retailer · DC · product · brand · week

Scenario Builder + Promo Plan Studio

Scenario planning and optimization — without the struggle.

Model the deal before you commit — then let the optimizer draft the promo plan that hits your target. What-if and recommend modes, side-by-side run comparison, and one click to promote the winner into the live plan.

app.moduscpg.com/sales-planning/promo-plan-studio Optimizer
SetupPlanReviewApply
Recommended plan14 events · $612K spend
Predicted lift+$1.9M incremental
vs. your draft+22% ROI
Optimize (recommend) · Plan (what-if) · compare runs side-by-side

Assortments

Launches, discontinuations, and route-to-market shifts — with ease.

Manage every distribution point in a product × retailer matrix. Effective-dated changes mean the forecast, supply plan, and trade calendar follow the assortment automatically — no coordination meetings.

app.moduscpg.com/sales-planning/assortments Assortments
Distribution points · product × retailer
Vanilla Pint → Kroger SElaunching · W48 · 200 doors
Choc Bar 12ct → Targetlive · 1,190 doors
Oat Creamer → UNFI Eastroute shift · direct → distributor
Berry Pint → Costco NWdiscontinuing · W52
Every change effective-dated — the forecast follows automatically

Resets & Go-Gets

Every opportunity, connected to the forecast.

Track resets and go-get opportunities in grid, kanban, or funnel view — and when one closes, it becomes forecast in the same motion. The pipeline conversation and the planning conversation are finally the same conversation.

app.moduscpg.com/sales-planning/resets Resets & Go-Gets
GridKanbanFunnel

Proposed · 2

Target endcap Q1

$0.4M upside

WF new item

$0.2M upside

In review · 1

Costco roadshow

supply checked

Committed · 1

Kroger +200 doors

→ in forecast

Win an opportunity and it becomes forecast — no re-keying

Sell the number the whole company can actually build.

Featured · Scenario builder

Model “what if we add 200 Kroger doors” against the live plan — revenue, trade spend, and supply risk in one view. Promote the winner to the plan when the deal closes.

52wk
planning grid
104%
quota pace
<60s
win to cascade
1
number of record

And everything around it

52-week planning grid — Retailer × DC × Product
Quota & attainment tracking by rep and account
Line reviews, annual plans & quota tracking
New-distribution wizard — the 60-second cascade
Opportunity pipeline — grid, kanban, funnel
CRM: contacts, opportunities, activities
Broker plan proposals feed straight in
Snapshots & S&OP signoff

In the cascade: Sales Planning Trade Management Deductions & AR