Promotion planning happens in disconnected spreadsheets.
Use case 40
Operations use case
Trade Spend & Promo ROI
Unify your promo data, uncover true ROI, and turn trade spend into a growth engine.
The problem
Why this breaks as brands scale.
Trade promotions consume millions each year, yet measuring their true ROI remains a guessing game.
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.
AutoOps solution
One operating layer for visibility, workflow, and action.
Unify promotional data, uncover true ROI, and turn trade spend into a growth engine. AutoOps connects the systems your team already uses and turns operating signals into governed, accountable work—not another passive dashboard.
01
Connected operating data
Unified View - Consolidates promotional spend and sales data into one platform.
02
Governed workflow
Profitability Insights - Provides SKU and channel level ROI visibility.
03
Exception routing
Automated ROI Tracking - Replaces manual reconciliation with real-time, shareable dashboards.
04
Live performance context
Smart Feedback Loop - Pushes validated ROI data back to ERP and GL systems for accurate reporting and planning.
How it works
From signal to accountable execution.
A repeatable operating flow connects source data to decisions, ownership, and measurable follow-through.
01
UnifyUnify the operating data
Connect the files, records, system signals, and ownership context that teams need into one trusted operating view.
02
DetectDefine rules and thresholds
Configure the business rules, validations, exceptions, and thresholds that determine when action is needed.
03
ActTrigger workflows and ownership
Route tasks, approvals, alerts, and escalation paths to the right owners as soon as conditions change.
04
ImproveMeasure impact continuously
See what changed, who owns the next step, and whether the workflow is delivering the intended result.
Business outcomes
The results teams can expect.
Operationalize
Turn trade spend & promo ROI into a repeatable workflow.
Connect the data layer, workflow engine, operating context, and AI support needed to make this process scalable.