Stop guessing which promotions work. Get full visibility into trade spend effectiveness across every customer, product, and event.
CPG companies invest 11-27% of gross revenue in trade promotions, making it one of the largest line items after cost of goods sold. Yet according to the Promotion Optimization Institute's 2024 State of the Industry Report, 80% of CPG companies lack the right tools to support pricing, trade allocations, or go-to-market strategies. The result is millions spent annually with limited understanding of what's actually driving profitable growth.
Most brands track topline volume during promotional windows and call it success. But volume alone doesn't tell you whether a promotion generated incremental profit or simply pulled forward purchases that would have happened anyway. Without trade promotion analytics, you're flying blind on your largest controllable cost.
Trade promotion analytics connects your billing data, trade accruals, product costs, and syndicated market data into a unified view of promotional performance. Instead of scattered spreadsheets and manual calculations, you get a clear picture of which events drive profit and which erode margin.
Full profit and loss for every promotional event - gross revenue, trade spend by fund type, net revenue, COGS, and gross margin in a single waterfall view.
Integrate Circana syndicated data for head-to-head brand comparison on pricing, promotional lift, discount depth, ACV distribution, and F&D merchandising effectiveness.
Track trade spend as a percentage of gross revenue by customer, category, and time period. Break down by fund type - scan, OI, billback, and EDLP.
Export to detailed Excel P&L workbooks, formatted PDF ROI reports by customer and category, and editable PowerPoint promotional calendars.
We integrate your existing data sources - billing history, trade accruals, product COGS, price lists, and syndicated data from Circana and retailer portals - into a unified analytics engine. No IT project required. Upload your files and we build the analytical layer on top.
Our platform calculates TRUE ROI across your full event history - capturing both incremental margin gained and base margin lost - giving you a complete scorecard for every promotion you've run. Every event is automatically classified as Scale, Maintain, Adjust, or Kill. Combined with customer-level margin intelligence, you can see not just which promotions worked, but which customers and products are driving the most profitable promotional outcomes.
This measurement foundation feeds directly into AI-powered annual promo planning, where historical TRUE ROI data drives forward-looking strategy generation. The result is a closed-loop system: measure, classify, plan, execute.
Enterprise TPM platforms cost millions and take years to implement. Growing and mid-market CPG brands need the same analytical rigor without the enterprise overhead. Strata CPG delivers trade promotion analytics that's purpose-built for brands doing $10M-$150M in revenue - sophisticated enough to drive real decisions, practical enough to deploy in weeks.
Companies that implement trade promotion analytics as part of a broader Revenue Growth Management strategy see 4-7% annualized gross margin improvement. The insight to achieve that starts with understanding what your trade spend is actually doing.
Ready to see your trade spend clearly? Schedule a demo and we'll show you how your promotions are performing.