Building a promotion in a spreadsheet, waiting for Finance to validate the numbers, reconciling versions across functions, manually preparing a retailer presentation - this is the daily reality for most Sales teams managing trade promotions without a proper TPM platform.
The cost is not just inefficiency. It is decisions made on incomplete data, negotiations supported by gut feel instead of evidence, and post-promotion evaluations that arrive too late to change anything.
TPM - and AI Agent Mike embedded within it - gives Sales teams the speed, data, and confidence to plan better promotions, negotiate smarter, and spend more time on what actually drives growth.
A modern TPM platform provides a structured, intuitive environment for designing promotions, eliminating spreadsheets, manual calculations and back-and-forth communication.

This allows Key Account Managers to build robust, retailer-ready promotions within minutes, supported by data-driven assumptions, not gut feel.

One unified promo calendar across Sales, Finance, Supply Chain and RGM
One-click duplication of the best-performing promotions
Real-time validation against discounts, funding and profitability rules
Automatic completion of financial fields (funding type, discount logic, uplift expectation)
Instant approval flows with clear audit trails
Your team no longer wastes time entering promo details in multiple tools - everything happens in one place, with one version of the truth.
TPM enables you to simulate different promo mechanics, depths of discount, promo dates and durations, retailer-specific parameters, expected uplift and incremental NSV, and impact on customer P&L and JBPs.

No manual spreadsheets. No waiting for Finance. Decisions become faster, more data-driven, and more retailer-ready.
AI Agent Mike is an advanced digital assistant embedded into the TPM platform that helps Sales teams work faster, smarter and with fewer manual steps.

Pre-fills promo forms, suggests uplift ranges, identifies missing input fields, validates promo logic.
"Show me all promotions with ROI above threshold for Retailer X." "Which mechanic performs best for Product Y?" - Mike retrieves answers instantly from TPM.


Highlights mechanics with historically higher ROI, retailers where a tactic performs well, and optimal timings based on category seasonality.
Mike acts as a process navigator, helping KAMs complete every step correctly and faster.

Promotions get prepared in minutes, not hours. The sales team can focus more on negotiation and customer relationships.

This empowers KAMs to negotiate using facts, evidence and predictive insights - not pressure or guesswork.

all promotions contribute to JBP volume, value and profit targets
changes in promotions automatically update customer forecast and spend
KAMs can track budget consumption and available funding in real time
TPM highlights gaps vs plan early in the year

Automatic checks ensure mechanics, dates & prices comply with guidelines

Execution teams run fewer corrections and fewer re-uploads

Finance sees approved promotions instantly

Retailer communication becomes faster and more accurate

Supply Chain receives reliable uplift signals

TPM automates the full PPE: baseline modeling, uplift calculation, ROI calculation, incremental NSV and GM, comparing mechanics and retailers, benchmarking vs last year, flagging outliers.
KAMs receive actionable insights like: "Repeat this promotion - high ROI", "Mechanic B performs better at Retailer C", "Depth X no longer profitable - adjust".
Sales teams often waste 30–50% of their time (industry benchmarks) on updating promo plans in Excel, reconciling numbers across functions, searching for the latest files, and preparing retailer presentations manually.
TPM + AI Agent Mike remove that burden by automating admin, centralizing data, pre-filling promo details, and offering predictive scenarios instantly.

customer-driven forecast accuracy

promo profitability per mechanic

impact on mix and margin

incremental uplift vs baseline

promo ROI

customer P&L

past performance by product, customer, channel

spend efficiency

budget status

Let’s talk! Are you interested in our solutions? Our experts are happy to answer all of your questions.