Core platform
AI-powered TPM featuresfor every promotion workflow
From the first plan to the last deduction, see how PromoQuery replaces the spreadsheets that sales, trade marketing and finance share today.
01 SETUP
Set up products, customers, deductions, and promotion groups in one place
Import your product tree, retailer and distributor master, deduction type library, and promotion group taxonomy from Excel in under an hour. PromoQuery enforces consistent structures across sales, trade marketing, and finance, so every planner, every report, and every deduction match uses the same source of truth.
- Hierarchical product tree with brand, segment, SKU levels
- Retailer and distributor master with billing hierarchies
- Standardized deduction type library (OI, slotting, scan, MCB, free goods)
What this replaces: Replaces the product, retailer and deduction code lists scattered across planning workbooks.
Master Data Setup
128
SKUs
24
Retailers
18
Promo groups
Deduction types library
02 PLANNER
Build every promotion plan in one structured calendar
Create promotions by customer, SKU, period, and mechanic. Model baseline volume, promotion lift, planned trade spend, and expected net revenue. PromoQuery enforces structure so every plan is comparable, roll-upable, and ready for approval, no more free-form sales planning sheets.
- Calendar view by retailer, mechanic, or promotion group
- Baseline + lift + promotion volume modeling per SKU
- Multi-stage approval workflow with audit log
What this replaces: Replaces the horizontal Excel planner with one tab per banner.
Promotion Planner · Q4 2026
03 DEDUCTIONS
Match every retailer claim against what actually shipped
PromoQuery runs every deduction claim through a three-step validation: Retailer Claim → Shipment Volume → Proof of Delivery. Valid claims are matched to the approved promotion and posted. Invalid claims, no approval, duplicate, over-spend, are flagged for dispute. CPG customers recover an average of $150K–$200K per year this way.
- Automated claim-to-plan matching
- Dispute workflow with evidence pack generator
- Deduction aging report and recovery tracker
What this replaces: Replaces the deduction log and the manual lookup of each claim against the promotion calendar.
Deduction Validation
- 1
Retailer Claim
$12,480 · Walmart · OI promo
- 2
Shipment Volume
6,240 units · POD confirmed
Approved
Matched to promo #PQ-4821
04 ACTUAL VOLUME
Connect every promotion plan with real shipment volume
PromoQuery ingests shipment and POS data (direct upload, SPS Commerce, or EDI) and automatically overlays actual volume on top of the promotion plan. Variance is flagged by SKU, retailer, and promotion, so trade marketing knows what worked and finance knows exactly what to accrue.
- Shipment + POS data ingestion
- Volume variance alerts (over/under +/-10%)
- Promotion lift calculation with baseline comparison
What this replaces: Replaces the monthly copy and paste of shipment reports next to the plan.
Plan vs. Actual Volume · Walmart Q4
Planned
24,000
Actual
21,800
Variance
−2,200 (−9.2%)
05 RETAILER P&L
Gross-to-net retailer P&L in one click
PromoQuery builds a complete gross-to-net retailer P&L, planned, actual, and latest estimate (LE), across cases, units, gross revenue, trade spend, non-trade spend, and net revenue. Finance can slice by customer, period, promotion group, or SKU in seconds, not days.
- Plan vs. actual vs. LE across every metric
- Trade spend % and non-trade spend % tracking
- Export to Excel or scheduled email delivery
What this replaces: Replaces the retailer P&L that finance rebuilds by hand every month-end.
Retailer P&L · 2026
| Retailer | Planned | Actual | LE |
|---|---|---|---|
| Walmart | $720,000 | $780,000 | $792,000 |
| Kroger | $480,000 | $444,000 | $451,200 |
| Costco | $360,000 | $336,000 | $345,000 |
| Target | $240,000 | $252,000 | $259,200 |
06 REPORTING
Reports your sales, finance, and FP&A teams actually use
Turn promotion data into ready-to-send reports: period P&L, retailer scorecards, promotion group ROI, deduction type analysis, and plan-vs-actual variance. Export to Excel or PDF, or schedule automatic delivery to the CFO's inbox every Monday.
- 15+ pre-built reports, infinite custom views
- Scheduled email delivery (daily, weekly, monthly)
- GL-ready accrual journal export
What this replaces: Replaces the stack of one-off pivot tables sent around before every review.
Reports Library
- Monthly Retailer P&L PDF · XLSX
- Deduction Aging PDF · XLSX
- Promotion ROI by Group PDF · XLSX
- Trade Spend Accrual PDF · XLSX
AI-powered
AI that does the tedious part of trade spend
Your team stays in charge of every decision. The AI handles the reading, the matching and the first draft.
Document capture
AI reads remittance and backup documents and turns them into deduction lines, so nobody retypes a PDF.
Claim matching
Every deduction line is matched to the promotion it belongs to. When two promotions could fit, it asks a person instead of guessing.
Dispute assessment
Each questionable claim gets a written assessment with the evidence behind it, ready for a person to review and send.
And everything around it
The details that make it work for a whole team
Promotion calendar
See every promotion by retailer, mechanic or group on one timeline.
Approvals
Route plans for commercial and finance sign-off with a record of every decision.
Accruals
Month-end accrual movement and journal rows without rebuilding a workbook.
Excel import and export
Load your masters and plans from Excel and export computed values back out.
Roles and access
Sales, trade marketing, finance and admin each see what they need.
Audit log
Who changed what and when, kept for every planning and deduction decision.
Get started
Get complimentary access to PromoQuery.
Create an account in under a minute. We email you a link to log in right away, and a CPG TPM expert will follow up to help you load your data and go live in 5–10 business days.
- No credit card required. Core platform free forever.
- Free setup help from a dedicated CPG TPM expert.
- Your data stays yours. SOC 2 principles. AES-256 encryption.