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Trade Planning

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

The Trade Planning application provides tooling for calendars, forecasting, budgets, clashes, tactical execution, and post-event analytics so trade teams can steer investment confidently.

Access Trade Planning

Section titled “Access Trade Planning”
  • From Consumer Goods, open the App Launcher icon in the header.
  • Select Trade Planning.