Plan every independent distributor, by month, in one grid.
Each rep picks their name, sees their distributors month by month, and types two numbers: stores and velocity. The plan calculates itself, already filled in from their own history. No more plan file nobody trusts.
For beverage brands selling three-tier through VIP and Encompass distributors.
Sample numbers. Edit any month directly, or move a slider to change the whole year at once. Every edit writes the same monthly values.
The plan file is the number everyone reports against. Nobody who sells to it built it.
Planning season means one giant spreadsheet: emailed out, typed into by a few people, rolled up by hand, and then used to grade every rep all year. When the reps never touch it, they don't believe it.
Built for how distributor data actually behaves.
A naive "last year plus 5%" plan quietly drops volume. The planning tool catches the cases that break spreadsheets.
Replace, drop, or keep
Packs get recoded every year. Mark a discontinued SKU as replaced by its successor and its history carries over, so the new item doesn't start from zero.
Plan SKUs a distributor never sold
Add innovation or an existing SKU to any distributor's plan, even with no history. It shows up tagged as new so nobody mistakes it for a trend.
Silent distributors get a decision
A distributor that stopped reporting isn't zeroed out without a word. It's flagged dormant and someone has to choose what to plan.
Recent quarter, not stale YTD
References trend off recent run rate and say what is actual and what is projected, so a SKU that already stopped doesn't keep getting planned.
Focus SKUs up front
Rank SKUs by category and package so every rep plans the items that matter first, and filter to Existing, Innovation, or Discontinued.
Every case accounted for
Last year's volume splits cleanly into what's in the plan and what was discontinued. Nothing falls through the cracks between them.
Run the whole cycle from one place.
The person running planning season assigns territories, sends the links, watches who's finished, and reviews the result against last year, without chasing anyone over email.
Live inside one planning season.
We load your depletion history and distributor hierarchy. Your team plans in the same cycle you're already in.
Connect
We pull distributor depletions from VIP or Encompass and your org chart of GMs, RDMs, and sales managers.
Build the reference
Every distributor × SKU line gets a monthly reference from its own history, with SKU transitions mapped.
Train and assign
A 30-minute walkthrough for the team, then territories go out to each rep.
Plan and review
Reps plan, planners review the roll-up, and the finished plan exports to wherever it needs to go.
See your distributors in the grid
Book a walkthrough and we'll load your own distributors and SKUs, so your team sees its real plan, not a demo.
Questions
Do we need the rest of Shopra to use it?
No. The planning tool needs your distributor depletion history and who owns which distributor. If you already use Shopra, it runs on the same data.
What counts as a POD?
By default, the stores a distributor actually delivered your SKU to. If your team plans against authorized doors instead, we can set the reference from that.
What about distributors with no assigned rep?
They roll up to the next person in the hierarchy and are flagged, so nothing is left unplanned and no one gets an invite for a seat that's open.
Does it replace our demand planning or trade tools?
No. It plans distributor volume by SKU and month. Account-level and promotional planning stay where they are today.
Can reps see each other's territories?
No. A rep sees only what's assigned to them. Planners running the cycle see everything.
