Case Study: Haleon Italy achieves streamlined sales and promotion planning with Board

Streamlined sales and promotion planning at Haleon Italy

Haleon Italy wanted to evolve its Customer Business Plan from a collection of disconnected Excel files into a unified solution for managing forecasts and actuals across volumes, revenues, promotions, and trade spending. Using the Board platform, Haleon sought a strategic planning tool for both Field Force and Headquarters to create and manage annual customer business plans more efficiently.

Board implemented an integrated sales planning and analysis solution with a multiple-planning model, connecting planning, promo data, reporting, and other sources in a single platform. With Board, Haleon Italy improved cross-functional collaboration, increased transparency, aligned sales and business planning calendars, and raised the percentage of business targets achieved.

Haleon

Vincenzo De Renzis

Sales & Business Development Manager