AI analyzes your historical performance, generates complete annual strategies, and serves as an on-demand strategy advisor grounded in your data and published industry benchmarks.
Every year, CPG sales teams go through the same ritual: pull last year's promotional calendar, copy it forward, make a few adjustments, and send it to the buyer. There's little analysis of which events actually worked, no projection of expected margin impact, and no way to compare alternative plans. According to the POI 2024 report, 56% of CPG organizations say their trade promotion processes are too manual and time-consuming.
The result is a planning process that perpetuates underperforming promotions year after year. Events that looked good on volume but destroyed margin get repeated. High-ROI windows get overlooked. Budget gets allocated based on habit rather than evidence.
Select a customer and review their prior-year promotional performance. AI ingests your historical data and generates distinct promotional strategies ranging from conservative to aggressive, each with projected volume, revenue, and gross margin. Plans are automatically validated against prior-year benchmarks and refined until they meet your performance standards.
You can naturally chat with AI to refine plans, ask strategy questions, and compare different approaches simultaneously. The AI draws on a built-in knowledge base of published industry benchmarks to ground its recommendations in real-world data.
AI builds complete annual promotional calendars from your actual performance data. Generate multiple strategies in minutes, not weeks of spreadsheet work.
Ask questions about fund types, pricing, competitive positioning, or seasonal timing. AI answers with live data analysis and cites industry benchmarks.
Rank strategies by gross margin, revenue, ROI, or trade spend rate. Interactive Gantt calendar visualizes timing and overlap across product groups.
Export to editable PowerPoint promotional calendars for buyer presentations, detailed Excel workbooks, and formatted PDF reports with full event economics.
Annual promo planning is most powerful when it's part of a closed-loop system. TRUE ROI analysis measures what happened. Margin intelligence shows the profitability context. And AI planning uses those insights to build the next year's calendar. The cycle repeats: measure, learn, plan, execute.
This connected approach means your planning improves every year. Each cycle adds more historical performance data, sharper baseline estimates, and better lift projections. The brands that commit to this discipline consistently see trade spend efficiency improve year over year.
Ready to see AI build a promotional calendar from your data? Schedule a demo and we'll walk you through it live.