- SAP Managed Tags
1. An Introduction to Calendar View
In the fast-paced world of the consumer products industry, Key Account Managers (KAMs) juggle planning, executing trade promotions, tracking budgets and financial liabilities, and negotiating with their customers to align sales strategies and promotional tactics — often while battling time constraints and fragmented tools. To help address these challenges, SAP Revenue Growth Management (RGM) has developed an easy-to-use calendar view. This feature is designed to simplify trade promotion planning by replacing manual spreadsheet workflows with a visual, dynamic timeline – showing a promotion plan for short-term promotions and long-term pricing agreements over time. Built with input from multiple co-innovation partners, this feature aims to empower KAMs and Sales VPs alike. Let’s explore what makes this feature a game-changer.
2. An Overview of SAP Revenue Growth Management
SAP Revenue Growth Management is a cloud-native consumer products industry solution for trade promotion planning, management, and execution, serving as the strategic replacement for SAP Trade Management for trade promotion in consumer products.
The current capabilities of SAP Revenue Growth Management include:
- Customer account plan creation
- Short- and long-term promotion creation and copying with configurable tactics and spend types
- Multi-level promotion planning
- Financial liability calculation from manual volume uplift forecasting
- KPI Tracking of volume, revenue and margin KPIs
- Embedded account profit and loss analytics for volume, revenue and margin
- Fund management for fixed funds
- Customer assortments
- Baseline volume planning with imports from spreadsheets or files
- Baseline building blocks for baseline adjustments
- Integration with SAP S/4HANA for product, customer and pricing master data
- Pricing condition generation in SAP S/4HANA condition contract management
- Claims and settlement with SAP S/4HANA Settlement Management
Financial execution is managed through SAP S/4HANA Condition Contracts and Settlement Management. SAP Revenue Growth Management has been developed from the ground-up to use the native capabilities that are available within SAP S/4HANA for integration with the Order to Cash process.
SAP Revenue Growth Management has an active roadmap and delivers enhancements and new features every month. One of the recent feature additions is the inclusion of a calendar view.
3. Calendar View in Action: Three Pillars of Smarter Trade Planning
3.1 From Chaos to Clarity: How Calendar View Empowers Planning
For time-strapped KAMs, Calendar View is more than a visualization—it’s a productivity engine that replaces fragmented systems with a unified, timeline-driven workspace. By complementing traditional list formats, SAP Revenue Growth Management’s Calendar View offers a highly customizable and engaging representation of sales strategies, designed to streamline trade planning.
- Tailored Views for Precision Planning
KAMs can toggle effortlessly between list and calendar views, adjusting time periods (monthly, quarterly, yearly) to match business cycles. Filters for products, trade-spend type, status, and promotion type allow users to hide clutter (e.g., “today” lines and sell-in periods) and be laser-focused on their goals. Example: A beverage KAM can isolate Q1 promotions for “Energy Drinks” to track promotion activities for a specific retailer.
- Quick-Edits for Faster Execution
Hover over any promotion bar to see key details or click “View” to dive deeper into the promotion details and edit or amend the promotion. While direct drag-and-drop edits are planned for future releases, the current design prioritizes speed and simplicity to reduce time spent switching between tools.
3.2 Modernizing Spreadsheet Workflows: A Visual Tool for KAMs
SAP’s user research has indicated that a lot of KAMs still rely on self-built spreadsheet calendars due to rigid or manual-first systems—even when trade management tools offer calendars. SAP Revenue Growth Management’s Calendar View bridges this gap by replicating spreadsheet-like flexibility while integrating enterprise-grade accuracy and connection to definitive sources of master-data.
- Configurable Visualizations
Promotions are displayed as horizontal, color-coded bars, with differentiation based on type or status. This mirrors the adaptability of spreadsheets but empowers KAMs to display information relevant to their specific promotion and unique business.
- Streamlined Navigation
Built for user experience first, the calendar clarifies key promotional concepts (e.g., sell-in time window and in-store execution periods) through intuitive design. KAMs can group events by product hierarchy to view and manage promotions with real-time ERP data, eliminating manual updates.
3.3 From Planning to Persuasion: A Strategic Tool for Stakeholder Alignment
The calendar isn’t just for planning—it’s a strategic asset for aligning teams and retailers. By transforming data into visual narratives, KAMs can drive consensus and track progress without system-hopping.
- Export for Impact
KAMs can export filtered calendar views (e.g., “Q3 Frozen Foods Promotions”) to print-ready PDFs, turning complex data into stakeholder-friendly visuals. This facilitates effective communication and targeted negotiations with retailers. Future updates may expand export formats, such as spreadsheets for stakeholder alignment.
- Effective Performance Tracking
Exported PDFs serve as offline progress snapshots for KAMs to track and review promotion effectiveness.
4. Call to Action: Co-Innovate with Us to Shape the Future of Planning
The Calendar View isn’t just a feature—it’s how we empower KAMs to turn complexity into clarity. While the March 2025 release of SAP Revenue Growth Management focuses on core functionalities, your co-innovation feedback will prioritize future enhancements.
We want to continue to enhance the calendar view of SAP Revenue Growth Management to be the best possible tool for promotion plan visualization and to actively aid KAMs to make better promotional decisions and find opportunities to grow revenue with their customers. To do this – we want your feedback, suggestions and ideas!
If your team struggles with:
- Disconnected tools fragmenting plans and delaying decisions
- Static, non-visual workflows hindering promotion timelines
- Days wasted aligning stakeholders via spreadsheets
- Financial inaccuracies in forecasting or discrepancies in the application of promotional pricing
Let’s collaborate. Our Calendar View drives results by:
- Unifying plans in real time to close insight gaps and accelerate decisions,
- Replacing static lists with intuitive timelines to clarify promotions,
- Transforming spreadsheets into visual stories to align stakeholders faster.
Be among the first to co-innovate with SAP Revenue Growth Management. We're actively partnering with early adopters like you to enhance it. Email RGM_Engage@sap.com to share your feedback, and together, we can shape the future of trade promotion planning.
Final Note: SAP Revenue Growth Management’s calendar view launches in March 2025. Secure your spot as a co-innovation partner today and let’s turn planning headaches into strategic wins.
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