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Use case 042

Trade Spend & Promo ROI

Unify your promo data, uncover true ROI, and turn trade spend into a growth engine.

Retail
Sales

Executive summary

Trade promotions often consume millions each year, yet mesuring their true ROW remains a guessing game.

Teams
Sales
Industries
Retail
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Challenge

Where operational execution breaks down.

Promotion planning in spreadsheets.

Field teams run promotions; discounts logged manually or via ERP.

ERP records sales while finance logs spend; teams match data for ROI.

Insights shared with leadership for budget planning.

How AutoOps helps

Connected execution capabilities for this use case.

01

Unified View - Consolidates promotional spend and sales data into one platform.

02

Profitability Insights - Provides SKU and channel level ROI visibility.

03

Automated ROI Tracking - Replaces manual reconciliation with real-time, shareable dashboards.

04

Smart Feedback Loop - Pushes validated ROI data back to ERP and GL systems for accurate reporting and planning.

Business impact

Outcomes teams can use to modernize operational execution.

10-15% trade spend savings by cutting underperforming promos

Full SKU & channel level margin visibility

Real time insights for smarter, confident budget allocation

20-25% higher ROI per promotional dollar

Save 15-20 hours/month on data consolidation