Promotion Design
Plan customer and channel promotions with defined objectives, timing, funding, and eligibility criteria.
Promotion Planning
Plan Promotions With Confidence While Keeping Spend Under Control
Centralize promotion design, funding, provisioning, and accrual management to ensure promotional activity is planned accurately, executed consistently, and financially controlled.
ima360.app/trade-promotions/promotion-planning
Promotion Planning Dashboard
Strategic promotion planning with forecasting and budget optimization
Planned Promotions
156↑+24
Total Budget
$22.5M↑+8%
Forecast Lift
18.4%↑+2.1%
Budget Utilized
67.2%↑+5.4%
Approved Plans
98↑+14
Budget Allocation by Channel
Planning Status
Forecast vs Actual Lift
Promotion Plans
8 records| Plan ID↑ | Name↕ | Channel↕ | Budget↕ | Forecast Lift↕ | Start Date↕ | Status↕ |
|---|---|---|---|---|---|---|
| PP-2001 | Holiday Season Campaign | Retail | $3.2M | 22.5% | 2025-11-01 | Approved |
| PP-2002 | Spring Wholesale Push | Wholesale | $1.8M | 16.3% | 2025-03-15 | Approved |
| PP-2003 | Online Flash Sale Q3 | Online | $920K | 28.1% | 2025-07-01 | In Review |
| PP-2004 | Distributor Loyalty Program | Distributor | $2.4M | 14.7% | 2025-04-01 | Approved |
| PP-2005 | Back-to-School Retail | Retail | $1.5M | 19.8% | 2025-08-01 | Draft |
| PP-2006 | Year-End Clearance | Wholesale | $2.1M | 31.2% | 2025-12-01 | In Review |
| PP-2007 | Summer Digital Blitz | Online | $780K | 24.6% | 2025-06-15 | Approved |
| PP-2008 | New Market Entry | Distributor | $3.8M | 12.4% | 2025-09-01 | Rejected |
The Challenge
Poor planning creates margin surprises and budget overruns
Promotion planning in spreadsheets means disconnected assumptions, no scenario modeling, and plans that are outdated before they launch. Without a structured planning process, trade spend is allocated by habit rather than by impact.
- Reliance on spreadsheets for promotion planning and provisioning
- Inaccurate provisions creating end-of-period surprises
- Margin surprises due to poor visibility into promotional spend
- Misalignment between Finance and Commercial teams
The IMA360 Approach
Governed planning with financial control built in.
- Calculate promotion provisions at planning time based on expected performance
- Automate promotion accruals as activity occurs
- Align Sales and Finance on expected versus actual spend
- Track commitments, accrual balances, and utilization in real time
Capabilities
Financially governed promotion planning
IMA360 Promotion Planning software ensures promotional activity is planned accurately with proper provisions, accruals, and margin visibility.
Provision Calculation
Calculate promotion provisions at planning time based on expected performance and market conditions.
Accrual Automation
Automate promotion accruals as activity occurs, keeping financial records accurate and current.
Budget Alignment
Align Sales and Finance on expected versus actual promotional spend with shared visibility.
Multi-Type Support
Support multiple promotion types including discounts, bill backs, and incentive-based programs.
Financial Integration
Integrate promotion plans and accruals into downstream financial systems for accurate reporting.
Results
Accurate planning, fewer surprises
IMA360 Promotion Planning connects trade spend to measurable outcomes and gives teams the tools to plan smarter.
90%
More Accurate Provisions
Data-driven provisioning replaces estimation and eliminates end-of-period surprises.
50%
Fewer True-ups
Automated accruals keep financial records accurate throughout the promotion lifecycle.
Real-time
Spend Visibility
Live dashboards showing commitments, accruals, and utilization across all programs.
100%
Finance Alignment
Sales and Finance teams share a single view of promotional impact and exposure.
Why IMA360
Why IMA360 for promotion planning
IMA360 ensures promotions are planned with financial discipline, executed consistently, and measured accurately.
Request a DemoResults-Driven
90%Data-driven planning eliminates the guesswork that creates margin surprises.
Radically Simple
60%Cloud-based platform replacing spreadsheet-driven promotion planning.
Deeply Flexible
100%Works with any financial reporting system.
Enterprise Trust
100%Full governance and audit trails for every planning decision.
Ready to plan promotions with financial confidence?
See how IMA360 Promotion Planning delivers accurate provisions, automated accruals, and real-time spend visibility.
FAQs
Frequently asked questions
What is promotion planning software?
Promotion planning software centralizes promotion design, funding, provisioning, and accrual management to ensure promotional activity is planned accurately and financially controlled.
How does IMA360 improve promotion provisioning accuracy?
IMA360 calculates provisions at planning time based on expected performance, automates accruals as activity occurs, and provides real-time visibility into planned versus actual spend.
Can IMA360 align Finance and Sales teams on promotion spend?
Yes. IMA360 provides shared visibility into expected versus actual promotional spend, commitment tracking, and accrual balances so both teams operate from the same data.
What types of promotions does IMA360 support?
IMA360 supports multiple promotion types including discounts, bill backs, incentive-based programs, and channel promotions with configurable rules and eligibility criteria.