Turn trade promotions into predictable growth

 

Plan, optimize, execute, and learn from every promotion on a single, shared commercial truth.

 

Trade Promotion Master helps CPG commercial teams move faster, prevent value leakage, and make better investment decisions — from first plan to post‑event learning.

 

See how it works
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Visualfabriq Trade Promotion Master interface for planning CPG trade promotions

Fewer surprises. Better promotions. Stronger returns.

See how Trade Promotion Master connects planning, execution, and evaluation — enabling teams to compare promotion scenarios upfront, understand expected impact before decisions are locked in, and spot risks and issues earlier as plans move into execution.

Watch the Trade Promotion Management video

Promotions should drive growth, not erode it

  • Commercial teams spend more time aligning baselines, budgets, and actuals than improving promotion quality.

  • Planning, execution, and evaluation live in disconnected tools — creating delays and blind spots.

  • Financial impact only becomes clear when it is too late to influence the outcome.

  • Learnings stay trapped in spreadsheets or personal experience instead of improving the next cycle.

The result: margin erosion, lost trust, and promotions that look right in isolation but disappoint in reality.

Commercial user working with Visualfabriq AI-powered promotion insights

End-to-end control over
trade promotions

Plan with confidence on one version of the truth

Build promotion plans knowing volume, price, mechanics, and financial impact are fully aligned from the start. And because you walk into every retailer conversation with both your and the retailer P&L in hand, you negotiate from strength.

Optimize before execution, not after

Test scenarios in real time and immediately understand the impact on ROI, margin, and trade spend. Compare mechanics side by side and commit to the one that actually delivers your targets.

See it in action
Execute with control and transparency

Guide promotions through structured workflows that align sales, finance, and demand, without slowing teams down. Everyone works from the same plan, so nothing gets lost in the handoff.

Learn systematically from every promotion

Turn results into insight automatically, so every cycle improves decision quality. What worked, and what didn't, feeds straight into the next plan instead of staying in someone's memory.

And because you walk into every retailer conversation with the full P&L in hand, you negotiate from strength instead of defending a spreadsheet you cannot stand behind.

Value from day one, intelligence that deepens over time

 

Visualfabriq delivers immediate value in how teams plan, execute, and evaluate promotions.
As more decisions and outcomes flow through the system, that value compounds.

Agentic AI (Assistant Mike) builds on that foundation to fundamentally change how commercial teams work — adding always-on, explainable intelligence into every decision, without being a requirement.

One solution. Two ways of working

Trade Promotion Master without agentic AI

  • Deterministic promotion planning, scenario-based pre-evaluation, and post-event analysis, all on one commercial model, so every promotion is built, tested and reviewed the same way, from first draft to final result

  • Transparent logic for baselines, uplift, pricing, and financial impact, so you can see exactly how a number was calculated and defend it in any room

  • Fully user-driven decisions with clear governance and auditability, so your team stays in control and every choice can be traced back and stood behind

  • Consistent numbers across planning, execution, and reporting, so there is nothing to reconcile later and no argument about whose figures are right

Trade Promotion Master with Assistant Mike

  • Continuous, explainable visibility into promotion health, with attention guided to what matters most

  • Early detection of risks, inconsistencies, and underperformance, with clear indications of where action is needed while outcomes are still in play

  • Faster, more consistent preparation for business cycles such as customer planning, reviews, and S&OP, with drivers and implications already explained

  • Deeper, cross‑domain commercial insight that connects promotions to pricing, demand, and account strategies to inform longer‑term RGM decisions

Same data. Same commercial model. 

 

With or without Assistant Mike, everything runs on one unified foundation. No switching platforms, no duplicated logic, just intelligence added to what already works. Value starts from day one and grows as you go, so payback comes early and nothing ever needs to be ripped out and rebuilt.

 

That foundation ensures:

  • Consistent, explainable outcomes built on numbers people trust

  • Faster decisions, straight from insight to action, with no handoffs or rework

  • Enterprise-grade governance through one system, one permission and control layer

  • Value that keeps compounding over time

Trade promotion management dashboard showing promotion performance and planning insights

Compound value over time

As more plans, decisions, and results flow through the system, you get value from the first cycle, start where the return is highest, and add capability as your priorities grow. That means payback comes early as the system grows with you instead of being rebuilt around you:

  • Plans improve as patterns become clearer and assumptions are continuously sharpened

  • Outcomes improve as scenario evaluation and predictions become more reliable
  • Decisions improve as recommendations become more timely and relevant
  • Value is protected earlier as intervention shifts forward — before results are lost
Commercial user working with Visualfabriq AI to improve promotion planning and decisions

 

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One system, built to grow with you

 

Trade Promotion Master works on its own, and always fits into a wider commercial ecosystem. Start where it matters most and extend over time, without breaking how teams and processes connect.

This is what makes Visualfabriq a true single source of truth, not by integration, but by design:

  • Consistent baselines, volumes, prices and financials everywhere

  • One calculation logic, one permission and governance layer

  • Explainable, trusted insights, with numbers that always reconcile



No rework. Less debate. Decisions teams can actually align on.

Because promotion optimization only works when the numbers align, before and after execution.

AI does not fix broken foundations.
It amplifies the ones that are right.

Trusted by leading CPG companies worldwide

Designed for global consistency and local flexibility, with proven impact on ROI, margin protection, and planning efficiency

Perrigo
haleon
Heineken-2
Mars
Newell
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Decisions & Teams we connect

Setting the commercial direction

Decision
How do promotions support our commercial strategy and growth targets?
Typically involved teams
Commercial leadership, RGM, category leadership
How this solution helps
Creates a structured view of promotion mechanics, objectives, and trade‑offs aligned to strategic goals.

Commercial leader reviewing promotion strategy and growth plans
Planning and optimization

Decision
Which promotion scenarios deliver the best expected outcome under current constraints?
Typically involved teams
RGM, category leadership, key account teams
How this solution helps
Enables consistent scenario planning and comparison based on shared assumptions and demand impact.

Commercial manager evaluating trade promotion planning scenarios
Execution and course correction

Decision
Are promotions performing as planned, and where should we intervene?
Typically involved teams
Sales management, key account teams, trade marketing
How this solution helps
Monitors performance against plan and highlights deviations early enough to act.

Commercial manager monitoring promotion performance and execution
Governance and improvement

Decision
What should we repeat, adjust, or stop in future promotion cycles?
Typically involved teams
RGM, finance, commercial analytics
How this solution helps
Feeds execution results back into planning to continuously improve promotion effectiveness.

Commercial analyst reviewing promotion results and performance insights

What makes our promotion management different

True SaaS that scales with ambition and complexity
No servers to manage, no version upgrades to plan around. The platform grows with your business, from one market to fifty.
Flexible system with highly cohesive modules, ready for growth and change
Add capability as priorities shift, without breaking what already works. Every module speaks the same language from day one.
Uniform commercial data model: clean, connected, and self-managed data
Pricing, promotions, demand and finance all draw from the same clean dataset. No manual mapping, no drift between systems.
CPG-native intelligence that improves with every cycle
Built specifically for consumer goods, not adapted from a generic platform. Every promotion run makes the next recommendation sharper.
Real‑time financial insight before decisions are locked in
See the margin and ROI impact of a decision before you commit to it. No waiting for month-end to find out what a promotion actually cost.
Native support for indirect and hybrid routes to market
Manage distributors, wholesalers and direct accounts within the same commercial model. No separate process for indirect channels.
Seamless connection with ERP
Trade numbers flow to and from your ERP automatically, in both directions. No exports, no manual reconciliation, no separate integration project.
Enterprise‑grade governance without local friction
Permissions, approvals and audit trails are built into the platform itself. Every market stays compliant without slowing teams down.

Unlock smarter trade promotion
management & optimization

Start with stronger promotion planning today — and grow into smarter, faster decision‑making over time.

See how it works

FAQ

What is trade promotion management? 

Trade promotion management involves planning, managing and executing trade promotions. Typically, the sales team leads this process, coordinating with marketing, category, demand and finance teams. Since promotions often take place in a store or online, accounts are also involved.

What are trade promotion management solutions? 

Trade promotion management solutions enable sales teams to efficiently plan promotions, manage approvals and integrate inputs into demand forecasts, financial outlooks, and ERP systems. The best trade promotion management software tools also include trade promotion optimization (TPO), allowing users to pre- and post-evaluate their promotional strategies and improve plans to drive revenue and profit, often with the help of AI.

What is trade promotion optimization?

Trade promotion optimization (TPO) is the continuous process of improving promotional effectiveness and efficiency to drive increased ROI. It involves capturing learnings from from executed promotions to enhance future ones.

 

In the past this was often a manual process. Today, trade promotion management software like Visualfabriq’s Trade Promotion Master supports sales teams by integrating data sources that were previously combined manually, such as ex-factory volumes, syndicated and electronic point of sales (EPoS) data.

 

Enhanced by AI, trade promotion optimization now delivers continuous feedback. When creating a new promotion, all learnings from past promotions are used to propose the optimal scenario. With Visualfabriq, TPO is no longer a stand-alone process; optimization is available at all times, effortlessly.

Can I integrate Visualfabriq's trade promotion management software with my ERP system? 

Absolutely! Integration between Visualfabriq and your ERP system is a standard part of our deployment approach. Visualfabriq aims to remove all manual administration, ensuring that the trade promotion management and optimization solution becomes your one-stop shop. Simply plan and approve to trigger a message.

Is Visualfabriq's trade promotion management software secure?

At Visualfabriq, the security of our clients’ data is paramount. We are fully certified for ISO 27001, SOC 1, and SOC 2, ensuring top-notch security standards.

What sort of data can Visualfabriq integrate in its trade promotion management software?

Visualfabriq supports two-way integration with all ERP systems, pulling in master data and sending pricing, conditions, and volumes.

 

It also integrates in-market data such as syndicated data (Nielsen, IRI), electronic point of sales (EPoS) data, and even weather reports, to explain sudden spikes in promotions, like an ice cream promotion during a heatwave.

Can we assign guardrails, e.g., floor prices, minimum retailer invoice prices?

Absolutely! Setting thresholds for prices and discounts is crucial for maintaining a minimum level of profitability. Visualfabriq's TPM/TPO solution supports floor price management and can incorporate floor prices into warning messages and approval flows.

Can Visualfabriq supply a full logbook of adjustments and approvals for audit purposes? 

Certainly! Governance and compliance are crucial in the CPG industry. Every change made in the Trade Promotion Master is fully captured in a logbook available on the platform, to track actions.  Visualfabriq’s promotion management tool features a role-based workflow, allowing organizations to determine  who can perform specific actions. Approval rules, such as thresholds, can also be added to ensure that every action on the platform is entirely audit-proof. Rest assured, there won’t be any surprises.

Does Visualfabriq’s software allow me to settle claims for my trade promotions? 

It definitely does! The Trade Promotion Master fully integrates with the Visualfabriq Claims module, making it easy to settle claims for your trade promotions.

What if I have a risk or an opportunity, can I capture those too? 

Of course! Visualfabriq understands that certain events might occur that shouldn’t be in ERP yet but need to be represented in the revenue forecast. Whether is is an account threatening to pull a promotion, or the chance to add an extra promotion. Visualfabriq enables commercial teams to easily capture and visualize risks and opportunities throughout the software.

Does Visualfabriq offer a connection to external sources of data?

Absolutely! The unique Bifrost data integration layer enables customers to load data into the software and extract reports for use in external solutions.

Does Visualfabriq allow to define RSPs (retailer suggested prices) in its trade promotion management software?

Yes, RSPs are managed centrally in Visualfabriq’s software. They can be used throughout the software where relevant.