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Promotion Data Lives in Different Places
Product structures, retailers, promotion groups, discount types, plans, and actual results may be managed separately.
Trusted Brands
Get Access to the Free TPM Tool PromoQuery
- Built by CPG accountants, not generalists.25+ years in trade and deduction accounting, working alongside AI automation engineers.
- Live before your next planning cycle.Start now and your promotions are loaded before the plan locks, planned by customer, product and period. No more unapproved deals.
- No license fee.No per-user charges.
- Easy Excel upload option.No need for a specific template. Upload what you already have and see your promotions in the tool.
- Automated calculations.No more broken formulas. Every promotion’s spend is calculated by deduction type.
- Data security.Promotion plans, deduction files and customer data are never shared or sold.
- One plan for sales and finance.Sales build it, finance approves it, everyone works from the same numbers.
- Proven with CPG brands.from $50M to $300M in revenue.
Trade Promotion Management Explained
What is Trade
Promotion Management Software?
Trade promotion management (TPM) software helps CPG companies plan, approve, execute, track, and evaluate promotions with retailers, distributors, and other customers.
TPM software replaces disconnected spreadsheets and manual processes with structured workflows for promotion planning, demand forecasting, budgets, approvals, trade spend, deductions, and performance reporting.
Expertise Accelerated brings these activities together so commercial and finance teams can work from consistent promotion data from initial planning through final reconciliation.
One Connected Promotion Record
From customer plan to financial reconciliation
01 · Plan
Customer, SKU, dates, mechanics
02 · Forecast
Baseline, lift, expected volume
03 · Approve
Commercial and finance controls
04 · Execute
Track activity and trade spend
05 · Reconcile
Deductions, accruals, settlements
06 · Evaluate
Margin, lift, plan vs actual, ROI
When Spreadsheets Stop Being Enough
Trade Promotion Management Gets More Complex as the Business Scales
A promotion does not end when a discount is approved. Teams still need to connect the customer, products, plan, actual activity, deductions, and final financial result.
One TPM Workflow for the Work Behind Every Promotion.
From Setup to Reporting.
TPM tool organizes the core activities involved in planning, tracking, reconciling, and reporting trade promotions.
Promotion Data Setup
Product tree, retailers and distributors, deduction types, promotion groups, and configuration.
Planner & Calendar
Create promotion plans and see scheduled activity in one structured calendar.
Deductions
Record retailer deductions, validate them, and connect claims with promotion activity.
Actual Volume
Record actual volume and compare the promotion plan with what occurred.
Retailer P&L / Roll-Ups
Review planned and actual financial performance by retailer.
Reporting
Generate period, retailer, promotion group, deduction type, and plan-versus-actual reports.
Promotion Data Setup
Set Up Products, Customers, Discounts and Promotion Groups
Every CPG company structures trade promotions differently. TPM tool PromoQuery provides a defined environment for organizing the information used when promotions are created.
Multiple products can be organized into promotional groups, while deduction types can reflect the way your business classifies trade and other promotional activity.
Settings
Core Configuration
Products
128
Retailers
24
Promo Groups
18
Product Tree
Brand → Category → SKU
READY
Deduction Types
Trade / Non-Trade / Other
READY
Promotion Groups
Customer-specific promotional combinations
READY
Planner & Calendar
Build Your Promotion Plan in One Structured Planner
Move promotion planning away from disconnected spreadsheets. Create promotion activity inside the TPM planner and use the calendar to see when promotions are scheduled.
The full Planner and Calendar are included in both the free and expanded versions of the TPM tool.
Deductions
Match Retailer Claims Against What Actually Happened
Suppose a retailer claims that part of a delivery was short. Before accepting the deduction, your team needs to compare the claim with the quantity shipped, proof of delivery, quantity received, and the amount deducted.
If shipment records show there was no shortage, the deduction may need to be disputed. Deduction management is therefore more than recording a claim. It connects the claim with the operational and financial evidence behind it.
Get Started with PromoQueryDeductions
Claim → Evidence → Decision
Retailer Claim
What is being deducted?
Shipment Volume
What quantity left the warehouse?
Proof of Delivery
What was documented as received?
Validation
Does the deduction agree with the records?
Actual Volume
Connect Your Promotion Plan With Actual Volume
A promotion starts with a plan, but the final financial result depends on what actually happened.
Record actual volume so teams can compare planned promotional activity with actual business performance. When promotional spend depends on case volume, a difference between planned and actual sales can also change final spend and accrual requirements.
Get Started with PromoQuery
Plan vs Actual Volume
Current Period
Current Period
Planned Cases
24,000
Actual Cases
21,800
Variance
−2,200
Retailer P&L / Roll-Ups
See Planned and Actual Performance by Retailer
Promotion managers need more than a calendar. TPM tool includes retailer-level P&L and roll-up views so teams can review how promotional activity translates into financial results.
Retailer P&L
Retailer A
▾
▾
2026
▾
▾
Export
| Metric | Planned | Actual | Latest Estimate |
|---|---|---|---|
| Cases | 30,000 | 32,500 | 32,000 |
| Units | 360,000 | 390,000 | 384,000 |
| Gross Revenue | $720,000.00 | $780,000.00 | $768,000.00 |
| Trade $ | $108,000.00 | $109,200.00 | $110,592.00 |
| as % of Gross Revenue | 15.0% | 14.0% | 14.4% |
| Non-Trade $ | $21,600.00 | $21,840.00 | $22,272.00 |
| as % of Gross Revenue | 3.0% | 2.8% | 2.9% |
| Net Revenue | $590,400.00 | $648,960.00 | $635,136.00 |
| as % of Gross Revenue | 82.0% | 83.2% | 82.7% |
Reporting
Turn Promotion Data Into Reports Your Team Can Use
Bring promotion, spend, deduction, and actual-volume data together to understand performance without rebuilding reports in spreadsheets.
The TPM tool gives teams structured reporting views across:
Dashboard
Planned Revenue
$1,992,000.00
Planned Spend
$340,320.00
LE Revenue
$2,032,800.00
LE Spend
$382,164.00
Unmatched Deductions
14
REVIEW
By Retailer
| Retailer | Planned Spend | Actual Spend | LE Spend | Planned Revenue | Actual Revenue | LE Revenue |
|---|---|---|---|---|---|---|
| A | $108,000.00 | $109,200.00 | $110,880.00 | $720,000.00 | $780,000.00 | $792,000.00 |
| B | $86,400.00 | $119,880.00 | $121,824.00 | $480,000.00 | $444,000.00 | $451,200.00 |
| C | $57,600.00 | $58,800.00 | $60,480.00 | $360,000.00 | $336,000.00 | $345,000.00 |
| D | $48,000.00 | $47,880.00 | $49,248.00 | $240,000.00 | $252,000.00 | $259,200.00 |
Why PromoQuery?
Same Features, Without the Cost
Everything a premium trade promotion software does – at no cost!
Case Study
A $50M CPG Brand Turned TPM Costs Into Real Savings
A $50M CPG brand was paying about $180,000 a year for TPM software and still doing the work manually, including trade planning, deduction reconciliation, and customer profitability.
The team moved to PromoQuery and that license line went to $0. With the money freed up, they put two people on the deduction work properly and turned up $150,000–$200,000 a year in retailer claims that should never have been paid.
Get Started with PromoQuery
Built Around Complex Promotion Environments
Trade Promotion Management for CPG and FMCG Companies
Promotional structures vary by category, customer, channel, and market. The platform can be configured around the commercial and financial workflows used within your business.
Consumer Packaged Goods
Manage customer promotions, trade budgets, deductions, and performance across large product portfolios.
Food & Beverage
Coordinate promotions with demand planning, seasonal activity, customer programs, and inventory requirements.
Retail & Wholesale
Improve visibility across customer programs, pricing, promotional spend, deductions, and performance.
Personal Care
Manage promotional programs across retailers, products, categories, and sales channels.
Household Products
Track trade investment and promotion results across customers, products, categories, and retail programs.
Frequently Asked Questions