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Reviewing Your Plan - Incremental Impact Report

Written by Aidan Bocci

📈 Incremental Impact Report – A Clear Breakdown of What’s Driving Your Plan

The Incremental Impact report in Growzz helps you understand how your Joint Business Plan (JBP) builds from the ground up. It breaks down your projected performance into individual sources of change—so you can see what’s contributing to growth, what’s holding it back, and where to focus.

Rather than just showing a headline number, this report answers why that number exists. It separates out your controllable actions from factors outside your influence and shows their effect across key metrics: Unit Volume, Supplier NSV (Cost of Goods Sold), Retail Sales, and Retail Gross Margin.


đŸ§± How Your Plan is Built: From LYE to Projection

The report follows a clear sequence of steps showing how your plan progresses from past performance to future projection.

1. Latest Year Estimate (LYE)

This is the most recent 52-week performance figure. It acts as a reference point—allowing you and the retailer to compare future expectations to what was achieved last year.

2. True Base

The True Base is your current-year foundation. It reflects the level of performance your plan would be expected to deliver without the influence of last year’s JBP. This means it strips out temporary lifts caused by previous promotional activity—providing a more neutral starting point to measure impact fairly.

3. Corrected Base

This is the True Base further adjusted for external factors. These are things beyond your control—such as inflation, supply chain disruption, changes in category size, or shifts in retailer policy. They may increase or reduce your base, but are not considered part of your new plan’s performance.


🔍 Incremental Layers of Impact

From this corrected base, the report shows how your plan adds value through the following building blocks:

✅ Ongoing Changes

These are the structural changes in your offer or execution that have a longer-term impact:

  • New item introductions,

  • Delists of underperformers,

  • Pack size changes,

  • Price repositioning,

  • Shelf resets or new distribution points.

These aren’t tied to short-term promotion windows. Instead, they form part of your core business strategy—changing the underlying shape of your offer for the better.

The impact of these is automatically calculated and grouped for transparency. You can also view by Calculation Type or Subcategory if you'd like to drill deeper.


✅ Promotions

This section captures temporary price or volume-driving initiatives designed to boost short-term results:

  • Temporary price reductions (TPRs),

  • Multi-buy offers (e.g., 2 for $5),

  • Gift packs or limited editions,

  • Feature and display execution (e.g., end caps, aisle blades).

Each promotional event is evaluated on how much incremental volume, value, and margin it adds to the plan. You can view the data by Subcategory, Execution Type, or Calculation Type to better understand the relative effectiveness of each promotional format.

Well-constructed promotion plans don’t just drive volume—they support retailer traffic, encourage trial, and protect margin when executed with the right mechanics.


📊 Bottom of Report: Total Value Delivered

At the foot of the screen, you’ll find a summary that pulls everything together:

  • Total Investments: The total resources and costs allocated to deliver the JBP.

  • Projected Total: The final expected result of your full-year plan after all changes.

  • Variance vs Latest Year Estimate: The net gain (or loss) your JBP delivers, shown in both absolute and percentage terms for each metric.

Green shading highlights positive growth, helping you and your retail partner quickly align on impact.


🧠 Using the Report Effectively

Use the Incremental Impact report to:

  • Quantify and explain what your plan is contributing to performance.

  • Identify which levers are driving the most value—whether promotional or structural.

  • Validate that key initiatives (e.g., innovation or price changes) are reflected properly.

  • Spot gaps where performance could be strengthened.

This view is especially valuable during retailer alignment, internal reviews, or when refining your JBP before final submission.

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