Trade Promotion Management
Structured planning, funding, and execution of trade promotions — from pre-approval to post-event analysis
What is TPM?
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.
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
Core 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.
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 Actualization
Actualize promotions post-event to reflect actual spend, volume and performance.
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.
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 appoval.
Faster Settlement
Accelerate cash flow with rapid claim processing and automated ERP posting, reducing settlement cycles significantly.
We've automated claim matching for over 30 Retailers and Distributors (and counting!)
See some of the retailers we support:
Ready to Optimize Your Trade Promotions?
See how Blueshift TPM can improve your promotional effectiveness and ROI
Schedule Demo