Trade Promotion Management (TPM)

Analytics-Driven Promotional Planning That Delivers ROI

Move beyond transactional promotion tracking to strategic analytical planning. Cauself integrates promotional planning across all channels including online, food service, and route-to-market with advanced modeling for profitable growth.

Trade Promotion Management Analytics Dashboard - Real-Time ROI Analysis

The Trade Promotion Challenge

Traditional TPM solutions are heavily transactional and lack integrated modeling across channels

Trade Spend Impact

Up to 30%

Trade spend often represents up to 30% of total costs for consumer goods businesses, making it a critical area for optimization and control.

✗ Traditional TPM Challenges

  • Heavily transactional and tracking-focused
  • Lack affordable and integrated modeling
  • Modern trade centric (supermarket focused)
  • Struggle with other channels (online, food service, route)
  • Spreadsheet-based promotional planning
  • Limited analytical capabilities
  • Poor visibility into promotional ROI
  • Disconnected from demand planning process

✓ Cauself TPM Solution

  • Strategic analytical planning beyond transaction tracking
  • Integrated modeling approach with advanced analytics
  • Multi-channel support including online, food service, route-to-market
  • Profit-centric approach to sales planning
  • Eliminate spreadsheet dependency with enterprise platform
  • Advanced promotional modeling with ROI optimization
  • Real-time promotional impact analysis and forecasting
  • Integrated with demand planning for unified forecasting

TPM Core Capabilities

Comprehensive trade promotion management features designed for multi-channel consumer goods companies
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Data Management & Analytics

Leverage different history types to improve analysis and reporting. Establish baseline + incremental approach with streamlined data management for pricing, costs, and ranging.

  • Advanced promotional modeling integration
  • Simplified data management for pricing and costs
  • Structured reporting environment for analysis
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Flexibility & Planning

Build promotion plans for different customers and channels, even when scan data isn't available. Capture promotion details and analyze all demand drivers effectively.

  • Multi-customer and channel planning
  • Trading terms and ranging capture
  • All demand drivers consideration
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Insights & Optimization

Low maintenance advanced modeling delivers powerful insights into demand drivers. Configurable performance reporting aligned to your company P&L structure.

  • Advanced demand driver insights
  • P&L aligned performance reporting
  • Customer performance analysis
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Cross-Functional Integration

Convert scan-based forecasts into replenishment-ready forecasts. Actualize plans for accurate financial projections and integrate with IBP processes.

  • Demand planning integration
  • Finance team collaboration
  • Revenue and RGM process support
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Scenario Planning & Analysis

Simplified scenario planning for operational and strategic what-if analysis. Compare performance between scenarios and budget with promotion calendar management.

  • Operational and strategic scenarios
  • Performance comparison tools
  • Promotion clash identification

Rapid Implementation

Class-leading implementation timelines allow rapid migration from spreadsheet-based approaches. Quick setup ensures immediate ROI realization.

  • 2-4 month implementation timeline
  • Minimal business disruption
  • Rapid ROI achievement

Business Benefits by Function

Measurable improvements across your promotional planning organization
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Sales Manager

Enhanced Planning: Create profit-centric approach to sales planning with analytical performance-driven methodology

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Finance Manager

Financial Control: Reduced trade spend with improved forecast accuracy and optimized promotional ROI analysis

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Supply Chain Manager

Improved Planning: Enhanced visibility into promotional demand with better inventory optimization and stock level management

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Marketing Manager

Campaign Optimization: Test and compare promotional scenarios to optimize profitability and retailer performance

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Key Account Manager

Customer Insights: Better understanding of customer promotional effectiveness with detailed performance analytics

⚙️

IT Manager

Process Efficiency: Streamlined processes with reduced manual work and improved system integration capabilities

Sales Planning Evolution

Simulate → Plan → Agree → Execute → Close

Cauself recognizes the evolution of promotional plans and how key users (sales and finance) engage in the process. Add detail to sales plans as required while streamlining the entire process.

  • Simulate: Volume, price, range, timing analysis
  • Plan: Deal specifics, coop terms, promotional mechanics
  • Agree: Demand phasing, clash detection, guardrails
  • Execute: Buyer intentions, commitment snapshots
  • Close: Actualization, accrual adjustments, claims
  • Integrated output: Forecast and financial alignment

Why Integrated TPM Matters

Successful sales planning comes down to 4 key areas - with Cauself providing extensive capabilities across data management, flexibility, insights, and cross-functional integration. Our unique design facilitates class-leading implementation timelines.

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TPM Implementation Results

Proven outcomes from companies who've transformed their promotional planning
30%

Maximum trade spend percentage that companies typically allocate, making TPM optimization critical for profitability

Multi-Channel

Complete channel coverage including online, food service, and route-to-market beyond traditional retail

2-4 Months

Rapid implementation timeline allowing quick migration from spreadsheet-based promotional planning

Analytics-Driven

Advanced modeling capabilities that move beyond transactional tracking to strategic optimization

Ready to Transform Your Trade Promotion Management?

Move beyond transactional tracking to strategic analytical planning. Get started with a free assessment of your current promotional planning approach.