Plan and track a scheme budget
Plan a trade-scheme budget, model spend with what-if scenarios, and track utilization and budget vs actual from live accrual data in ClaimDS.
A scheme budget is only useful if you can see spend against it while there is still time to act. This walkthrough plans a trade-scheme budget, sizes it with scenarios, and then reads utilization and budget vs actual from the accrual and settlement data ClaimDS already holds — no separate spreadsheet to reconcile.
For the concepts behind each step, see what a trade promotion budget is and, for the finance side, managing rebate and scheme accruals, true-ups and write-backs. Market development and co-op spend fits the same flow — see MDF and co-op claims in India.
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Step-by-step
Set the budget you are tracking against
Decide the allocation for each scheme, region or channel for the period. This is your plan — the number live spend gets compared against. Keep it at the level you actually manage to, whether that is per scheme, per region, or per channel.
Model the spend before you commit
Use what-if scenarios to size a scheme at different slab thresholds and attainment levels, so the budget reflects realistic payouts rather than a round guess. Testing the mechanic first is how you avoid setting a budget a single fast-selling slab can blow through.
Let accruals build the committed number
As sales post, ClaimDS accrues each scheme's earned value automatically, so committed spend against your budget stays current instead of being reconstructed at month-end. The accrual is computed from business volume, not re-keyed, so the number ties back to real transactions.
Read utilization and budget vs actual
Use the accrual register and the reports area to see committed and settled value per scheme, region and channel, then compare it to your allocation. That comparison is your utilization and budget-vs-actual view: it shows which allocations are burning too fast and which are sitting unused.
Reallocate or close out
Where a budget is over- or under-utilized, move the allocation while there is still runway, or plan the write-back of any over-provision at period end. Every accrual, settlement and reversal stays on the audit trail, so the closing position is explainable.
Want a hand setting this up?
Book a demo and we'll walk through it on your own data — or just talk to us.
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