Trade Promo Optimization

PromoTool TPx increases ROI of Promo Activities with effective planning, accurate forecasting and financial controls.

ROI and financial controls
Accurate planning and forecasting
Automated workflow
TPx and RetX in one suite

Business Tasks

  1. Full control of promo revenue and its components: shipments, take-offs, pricing
  2. Elimination of routine processes and operational costs
  3. Setting data-driven sales goals and promotional campaigns
  4. Accurate and robust Sales and KPI forecasting
  5. Forecasting and real time monitoring of ROI, P&L, cash flow, budgets etc.
  6. One-way operating model in sales planning and trade promotion management
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Functional Components







Promotion Planning (Trade Promo Management)

Preliminary Planning module sets strategic priorities and frameworks for detailed promo planning

Promo P&L calculation and other KPI

Promo Calendar shows promo actions by dates / clients / brands

Building of approval chain

Promo Execution – data exchange with Sales Force Automation (SFA) system

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Automatic process of Baseline calculations using Holt-Winter method

Making strategic adjustments to the plan with Volume Building Blocks

Tracking forecast to actuals and comparison with original

Automatic promo budget calculations based on sales plans, promo sales forecasts and the contract terms

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Plan-fact comparison by promo KPI

Analysis of promotional planning accuracy

Pre and post promo evaluation including ROI and incremental margin

Promo optimization with “best brand”, “best chain” and “best time” recomendations

Effective promo library

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Now we have a single online tool for managing promotions: planning, coordinating and evaluating the effectiveness of promotions; single master data in conjunction with the sales history (Sell In, Sell Out, promo, etc.); reducing labor costs and the human factor (errors)

Vladimir Sirotin

Director of Sales Strategy and Development, Essity

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