Many Investments are created as you build up your plan of External Factors, Ongoing Changes, and Promotions.
These include Automatically Calculated Investments created through cost reductions (e.g, total cost of the TPR or funding for free items in a BOGO) and Fixed Investments you selected to enlist support from the retailer.
The Investments screen also allows you to add Overall Investments that are not tied to specific External Factors, Ongoing Changes, and Promotions.
You create each Overall Investment according to whatever you decide to invest in.
For example, you could decide to add a margin bonus this year if the retailer hits a specific volume target on your brands. You may decide to buy the retailer's data, or specific insights based on their data, through a data-sharing agreement or license to use a platform they operate. You could make a significant investment in their retail media to grow your brands. Perhaps there have been serious out-of-stock problems in the retailer's stores, and you want to invest in an agency conducting extensive store visits to assemble data for root cause analysis and report the insights back to your retailer's merchant and supply chain organization.
You can create an Overall Investment by clicking '+Add overall investment' and giving the investment a 'Name' and 'Description'. What you add is up to you, e.g., 'Volume Overrider / Achieving overall volume growth of 7%', but bear in mind this will be visible to the retailer.
You then need to choose the 'Beneficiary' from the drop-down menu. The Beneficiary is the business or department receiving the investment. This could be the retailer, a retailer's media agency or a 3rd party (e.g. field sales agency). How the investment is translated into the retailer's margin depends on how they have set their margin rules in Growzz.
You can now add the 'Amount' and a further clarifying 'Description', followed by any associated 'Condition' and the 'Mechanism' for payment. For example, the Amount could be $250,000 for an 'Annual Volume Overrider', where the Condition is '7% growth by the end of the retailer's fiscal year', and the Mechanism is a 'Retrospective discount applied as a credit note'.
Click 'Save' and the Overall Investment will be added to your plan.