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Trade promotion management · RevoScope

Trade spend as a managed process, not a spreadsheet

RevoScope runs a manufacturer's trade investment end to end: promo from the idea to the closing documents, trade terms simulated before you sign, budgets and accruals in one system. The profitable gets more money; the loss-making is filtered out before launch.

Available · promo module in production · trade terms in early access

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What changes

One system of record for promo and terms.

Plan, budget and commitments live in RevoScope; the spreadsheet becomes an analysis tool with one-click export.

The P&L of every promo, before and after.

Pre-evaluation of uplift before approval, honest ROI after, comparable economics across brands and channels.

Accruals from commitments, not from a spreadsheet.

Every invoice finds its promo; closing documents in one place; the period closes without heroics.

One number for trade spend per customer.

A promo is visible against the annual agreement; the full trade spend per customer is one figure at the review.

What it does

Promo planning and calendar

A calendar without overlaps, mechanics taxonomy, what-if scenarios, uplift pre-evaluation before approval, guardrails that catch rule violations before launch.

  • Calendar, scenarios, versions with history
  • Uplift and baseline pre-evaluation
  • Guardrails before launch

Approvals and budget control

Approval routes by promo type and size; funds and remaining budget visible to the KAM during the negotiation; allowed depth and history with the retailer in a minute.

  • Workflow with statuses and deadlines
  • Funds, remaining budget, allowed depth
  • Answer during the negotiation

Promo P&L and post-evaluation

P&L of each promo with baseline and uplift, ROI comparable across brands and channels, a mechanism to re-allocate towards the profitable ones.

  • Baseline, uplift, incremental margin
  • Comparable economics across the portfolio
  • Re-allocation in favour of what works

Accruals and closing documents

Accruals calculated from planned commitments; retailer invoices matched to promos; closing documents and the period close in one contour; export to the ERP.

  • Accruals from commitments
  • Invoice matching
  • Closing documents and ERP export

Trade terms — early access

The whole matrix of terms as data; the margin impact of a concession calculated before the negotiation; retro bonuses by formulas of any complexity; counter-obligations tracked.

  • Terms matrix as data, history year over year
  • Simulation before signing
  • Automatic accruals by thresholds and scales

Data ready for planning

A versioned promo plan with statuses, baseline and uplift at the granularity your planning system needs. RevoScope is the input to the forecast, not the forecast.

  • Versioned plan with statuses
  • Baseline and uplift per promo
  • Feed to forecasting and S&OP

How it works

  1. Annual agreementterms and budgets as data.
  2. Promo plancalendar, scenarios, pre-evaluation.
  3. Approvalroute, guardrails, budget check.
  4. Executioncommitments fixed, deviations visible.
  5. Accruals and closefrom commitments to documents.
  6. Post-evaluationthe profitable gets more next cycle.

For whom

  • Trade marketing — the champion: a plan in hours, not days.
  • Key account managers — the answer during the negotiation.
  • Finance — accruals from commitments; every invoice finds its promo.
  • CFO — which half of the promo makes money.
  • You will recognise this: "Which file is the current one?" · "Is this promo even profitable?" · "What is this invoice for?"

What RevoScope is not

  • Not a demand planning system: it hands over data ready for the forecast and S&OP.
  • Not an ERP or a CRM: they remain systems of record for finance and customers.
  • Not a replacement for your analysts: it gives them one set of numbers instead of five files.

Fits your landscape

  • ERP, BI and planningthrough APIs; sell-out from retailers and panels when available.
  • Starts on sell-in.Calendar, budgets, approvals, accruals and guardrails need no sell-out at all.
  • On-premise or private cloud,SSO, role-based access, full audit trail.
  • Master data mapping built in.Retailer-to-manufacturer codes handled as a mechanism, not a prerequisite.

Proof

Promo module in production at a global consumer goods manufacturer. Metrics and a customer quote follow once cleared for publication.

Implementation and support

  • Phased roll-out.One channel, category or contour at a time; current spreadsheet plans imported at the start.
  • First contour live in months, not years.Timeline fixed at discovery.
  • Vendor subscription and support packages.Updates, response times, a named team for managed service.

Questions we hear first

Can we start without sell-out data?

Yes. Calendar, budgets, approvals, accruals and guardrails work on sell-in; sell-out sharpens the evaluation when it arrives.

What happens to our spreadsheets?

They are imported at the start and keep working as analysis tools; the system of record moves to RevoScope.

When is the trade terms module available?

It is in its first implementation; early-access customers get early pricing and influence on the roadmap.

See your promo plan in RevoScope

Bring one brand and one retailer. We will show the plan, the approval, the P&L of a promo and the accrual — on your data.

Request a demo