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Building Your Plan - Latest Year Estimate & Target(s)

Written by Aidan Bocci

Creating Your Latest Year Estimate and Setting Targets

Before you start building your Joint Business Plan (JBP) in Growzz, it’s essential to set your Latest Year Estimate (LYE) for the retailer's current fiscal year and your Target for the upcoming fiscal year. These are your plan’s start and end points - they show where you are today and where you want to get to.

🔍 What Is the Latest Year Estimate (LYE)?

The LYE is your forecast for what you expect to deliver in the current JBP cycle, based on the plan you already have in place. It includes all your current promotions, new product launches, pricing updates—anything already happening in market.

✅ Note: Your LYE is not the same as your True Base Volume. The True Base is what you’d sell next year with no changes. The LYE reflects your full current-year forecast with all activity included.

Because Growzz is a standalone tool in year one, you’ll need to enter your LYE manually. You should be able to find it in your organization's:

  • Trade Promotion Management (TPM) system

  • Financial forecast system

  • Account Excel files

In future, Growzz will integrate with retailer data and this will be done automatically.

🎯 How to Set a Good Target

Your Target is your agreed ambition with the retailer for next year. It should be:

  • Evidence-based, using historic trends and business goals

  • Aligned to growth opportunities like new listings, better execution, or expanded space

  • Realistic—not limited by external factors, but still aware of them

  • Agreed with the retailer, as part of the JBP process

Don’t let great ideas get blocked too early—set a goal that you and your cross-functional team believe in and can build towards.

And don't worry, if you struggling to decide on a Target or don't know what the retailer wants you to achieve, you can build your plan and define the Target later when you have more understanding of what value your ideas could create and the retailer's needs.

🖥️ Where to Add the LYE and Target in Growzz

To enter your LYE and Target:

  1. Navigate to the Overview screen of your plan.

  2. Scroll down to the Review section and click Impact Report.

  3. Inside the Impact Report, you’ll see fields to enter both your LYE and your Target.

  4. These values anchor your plan and power all the future impact calculations.

💡 If you're unsure what number to use or how to format your entry, reach out via the in-app chat—we’ll help you work through it.

With a clear LYE and an ambitious but grounded Target, you’ll set your JBP up for success from the very start.

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