Promotion Builder
This content is for Spring ’26. Switch to the latest version for up-to-date documentation.
The TPM Promotion Builder is a guided, step-by-step workspace for modelling trade promotions intended for Trade Promotion Management (TPM) workflows. You move through product structure, tactics, shipment planning where relevant, volume and pricing inputs, and Impact Analysis, so planners and key account managers can balance volume, trade investment, and profitability before anything goes live.
The TPM Promotion Builder sits alongside the existing Promotion Builder but is geared to TPM personas-trade planners and key account managers-with deeper financial modelling, product structuring, and tactic control.
Promotion products, promotion product groups (PPGs), and tactics work together so you can build flexible promotional hierarchies and run accurate forecasting before activation.
Trade promotion planning often involves:
- Multiple product hierarchies
- Complex spend mechanics
- Contractual account agreements
- Profitability and ROI targets
The TPM Promotion Builder brings these elements into one controlled planning environment, reducing reliance on disconnected spreadsheets and ad hoc calculations. Every promotion can be validated so it is:
- Financially coherent
- Operationally structured
- Commercially aligned before execution
Creating a promotion
Section titled “Creating a promotion”Promotions can be created:
- From scratch
- From a predefined template
- From a disaggregated parent promotion for more granular planning
That supports repeating promotion structures across accounts, brands, categories, and time periods.
Account-based shipment planning
Section titled “Account-based shipment planning”For account-based promotions, shipment dates can be captured on the promotion. That helps distribute volume across the promotional window and supports demand planning, logistics alignment, and downstream forecasting.
Product structuring (PPGs and PPs)
Section titled “Product structuring (PPGs and PPs)”Within each promotion you can manage promotion products (PPs) individually or group them into promotion product groups (PPGs) for shared tactics, group-level spend, and structured investment strategies-so costing and rollout match how you negotiate in reality.
Volume planning and forecasting
Section titled “Volume planning and forecasting”Volumes may be entered manually or derived from history. That helps planners stress-test uplift assumptions, avoid over- or under-supply, and validate the plan against expectations.
Pricing and unit calculations
Section titled “Pricing and unit calculations”The price per unit is derived automatically from tactics defined at promotion, PPG, or PP level, so downstream financial figures stay consistent when the structure changes.
Tactic management
Section titled “Tactic management”Tactics are the mechanisms that deliver your commercial objectives (discounts, incentives, funding, and so on). Each tactic can include spend type, conditions, reasons, and values or percentages, and can apply to total promotion volume or incremental uplift only, depending on your model.
Financial modelling and impact analysis
Section titled “Financial modelling and impact analysis”Tactic values can be adjusted in real time; Impact Analysis updates trade spend, revenue, contribution margin, and ROI as you work. Thresholds use configurable Red, Amber, and Green (RAG) indicators, maintained in Company Configuration, so teams can see where further optimisation is needed before approval.