Trade Promotion Management

Structured planning, funding, and execution of trade promotions — from pre-approval to post-event analysis

Trade spend visibility with real accountability

Blueshift's Trade Promotion Management (TPM) module gives you a way to manage promotions from idea to settlement in one place. Model outcomes, track approvals, automate accruals and claims, and understand promotion ROI at customer and SKU level. Designed for FMCG, it improves visibility, ROI measurement, and cross-functional collaboration.

Take control of your trade spend with a solution that brings transparency, accountability, and insight to every promotion.

TPM Key Benefits

  • Full TPM lifecycle management
  • Scenario and what-if modelling
  • Promotion calendar with clash visibility
  • Automated accruals and ERP posting
  • Automatic claim matching and ERP posting
  • Customer and SKU Profitability
  • Enhanced cross-functional collaboration

TPM Features

Everything you need to manage trade promotions effectively, from planning to post-event analysis

Promotion Planning

Plan promotions end to end in one place. Build promotions fast, model outcomes, plan and execute. Promotion volume uplift and trade spend automatically reflected in financial P&L within seconds to minutes.

Uplift Prediction

Predict the incremental impact of promotions before they run, based on historical performance and market context.

Trading Term Contractual Agreements

Set up and accrue customer terms with clear visibility of contractual agreements. Keep everything structured, governed and linked directly to promotional and financial planning.

Approval Workflows

Streamline promotion approvals with configurable workflows that ensure proper review and sign-off.

Supplier Recovery

Ability to accrue, claim and report on Supplier Recovery fee. This benefits companies where they manage brands on behalf of a 3rd party and the 3rd party contributes to trade spend.

Promotion Calendar

See every promotion in a clear, unified calendar. Spot clashes, overlaps and gaps in seconds, and align teams with a single view of what's planned, approved and in market.

Promotion Actualisation

Automatically actualise promotions post-event to reflect actual scan volume.

Post-Event Analysis

Review how promotions performed with clear insights on volume uplift, spend, ROI and causal factors. Compare planned vs actual results to guide better decisions and improve future event design.

Accrual Automation

Automatically accrue promotions and contractual rebates and post to ERP.

Claim Automation

Automatically match claims to promotions and post to ERP. No manual data entry, no delays.

The Connected TPM Workflow

A seamless end-to-end process that connects every stage of your trade promotion lifecycle

Ideation

Planning

Approval

Execution

Claims

Post-Event

Forecast Update

Ideation

Generate and brainstorm what-if promotion ideas based on market insights, historical performance, and business objectives. Collaborate with teams to identify opportunities and define promotion concepts.

  • Collaborative brainstorming tools
  • Overlay potential opportunities without impacting committed forecast
  • Simulate new price points and ROI

Claim Automation That Works

Stop wasting time on manual claim matching. Our intelligent automation matches claims to promotions and posts directly to your ERP - saving you hours every week and eliminating costly errors.

Up to 96%
Time Saved on Major Retailers
vs. manual processing
Over 35,000
Claimed processed in past 3 months
via our claim automation system
3
New claim formats added
per week on average

Approval Tolerance

Claims will have approval checks applied to them to ensure they are valid and fit within your approval tolerances. Claims outside tolerance will be routed for approval.

Faster Settlement

Accelerate cash flow with rapid claim processing and automated ERP posting, reducing settlement cycles significantly.

Ready to optimise your trade promotions?

See how Blueshift TPM can improve your promotional effectiveness and ROI

Schedule a demo