Profit and loss (P&L)
This content is for Spring ’26. Switch to the latest version for up-to-date documentation.
The profit and loss (P&L) view provides a rolling financial summary per promotion inside the trade promotion workflow. It shows month-by-month volume and commercial metrics so you can judge sales and profitability together as you adjust prices, tactics, and assumptions.
The P&L recalculates when underlying promotion values change-reducing offline spreadsheet consolidation and giving finance and commercial teams a single version of promotional economics.
The P&L:
- Aggregates product-level inputs
- Rolls up to a monthly promotion summary
- Draws on forecast and actual volumes, trade spend, and costs where available
Each row describes a layer of the stack-from units through trade deductions to margin.
P&L metrics explained
Section titled “P&L metrics explained”Base units
Section titled “Base units”Baseline (non-promoted) volume expected for the period.
Uplift units
Section titled “Uplift units”Incremental volume attributed to the promotion.
Forecast units
Section titled “Forecast units”Formula: Forecast units = Base units + Uplift units.
Actual units
Section titled “Actual units”In-market volume after execution (where supplied).
Gross sales
Section titled “Gross sales”Value before trade mechanics and promotional deductions.
Tactic types (1 … n)
Section titled “Tactic types (1 … n)”Each tactic applied at promotion, product group, or product level-discounts, incentives, or other funded lines.
Total trade spend
Section titled “Total trade spend”Sum of promotional investment across the period.
Net sales
Section titled “Net sales”Formula: Net sales = Gross sales − Total trade spend.
COGS (cost of goods sold)
Section titled “COGS (cost of goods sold)”Supply cost for promoted volume.
Net revenue / profit
Section titled “Net revenue / profit”Formula: Net revenue / profit = Net sales − COGS-the true profitability of the mechanic after promotion and product cost.