Trade Spend & Promo ROI

Unify promotional data, uncover true ROI, and turn trade spend into a growth engine.
AutoOps delivers end-to-end visibility across promotional spend, discounts, and sales performance in a single operational platform. Finance, sales, and leadership teams gain a shared source of truth to measure true promo ROI, optimize budgets, and maximize returns with confidence.
The Problem
Trade promotions often consume millions each year, yet measuring true ROI remains a guessing game. Promotion planning happens in spreadsheets, field teams execute promotions with discounts logged manually or through ERP systems, and sales data is recorded separately from spend. By the time finance reconciles promotional costs with sales results, insights are delayed, accuracy suffers, and budget decisions rely on incomplete data.
Critical Pain Points
Disconnected Promotion Data
Promotional plans, discounts, and actual spend live across spreadsheets, ERP modules, and emails, preventing a unified view.
Manual Execution Tracking
Field teams run promotions while discounts are logged inconsistently, creating gaps between planned and actual spend.
Delayed ROI Measurement
Sales data sits in ERP while finance tracks spend separately, forcing teams to manually match data for ROI analysis.
Reactive Insights
Promotion performance insights are shared with leadership after campaigns end, limiting optimization opportunities.
Inefficient Budget Allocation
Without real-time ROI visibility, trade spend is allocated based on assumptions instead of performance.
Our Solution
One configurable operational platform for complete trade spend and promotional ROI visibility. AutoOps brings promotional planning, execution data, spend, and sales results together into a single system of record where finance and commercial leaders can design, automate, and manage promo ROI workflows themselves, without engineering support. By unifying data, workflows, and interfaces in one platform, AutoOps delivers real-time ROI calculations, built-in controls, and live visibility across every SKU and channel, enabling smarter trade spend decisions with confidence.
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How it Works
integrated capabilities working together to automate your entire onboarding process
Unified Promotion Ledger
Relational Data Tables consolidate promotional spend, discounts, and sales performance into a single authoritative ledger.
Link promotions, SKUs, channels, and customers
Standardize promotion and ROI data structures
Eliminate spreadsheet-driven reconciliation
Automated ROI Calculations
No-code formulas and calculated fields compute promotional ROI in real time.
ROI by SKU, channel, and promotion
Consistent treatment of discounts and uplift
Immediate performance visibility for finance and leadership
Real-Time Dashboards & Insights
Configurable dashboards and role-based interfaces provide live promo performance visibility.
Monitor ROI by promotion, SKU, and channel
Drill down from executive views to campaign-level detail
Tailored views for finance, sales, and leadership
Smart Feedback Loop
Workflow automation pushes validated ROI data back into core systems.
Sync approved ROI results to ERP and GL
Improve accuracy in financial reporting and planning
Close the loop between execution and budgeting
Seamless System Integrations
Native integrations connect AutoOps with ERP, sales, and finance systems.
Continuous data synchronization
Eliminate manual uploads and duplicate entry
Keep promotion data aligned in real time
Auditability & Governance
Audit logs and version history track promotion data, calculations, and approvals.
Full transparency into spend and ROI logic
Support financial reviews and audits
Strengthen control over trade spend
Who Benefits
Measurable results across finance, sales, and leadership
Finance Teams
Gain accurate, real-time trade spend ROI visibility
Reduce manual reconciliation and reporting effort
Improve confidence in budget planning
Sales & Commercial Teams
Understand which promotions actually drive profit
Optimize execution based on performance data
Align trade activity with margin goals
Revenue & Growth Leaders
Allocate budgets to high-performing promotions
Eliminate underperforming campaigns early
Maximize return on promotional investment
Leadership
Make data-backed trade spend decisions
Protect margins while driving growth
Gain clarity into promotional effectiveness
Business Impacts
Quantifiable improvements that drive revenue and efficiency
10–15%
Trade Spend Savings: Cut underperforming and low-ROI promotions.
100%
SKU & Channel ROI Visibility: Understand true promotional performance drivers.
20–25%
Higher ROI per Promotional Dollar: Focus spend where it delivers returns.
Real Time Insights
Enable smarter, more confident budget allocation.
Turn trade spend into a growth engine.
See how AutoOps unifies trade spend and promotional ROI with real-time data, automated calculations, and performance dashboards. Eliminate manual reconciliation, optimize trade budgets, and turn promotions into a measurable growth engine; without custom development.
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