CPG Operator Guide
Trade Promotion Effectiveness Review Guide
Use this guide to conduct a qualitative post-event review of one completed trade promotion by organizing records, context, execution conditions, attribution limits, unresolved questions, and accountable follow-up.
Define the completed promotion review
Name the product, customer or channel, offer, period, counterparty, reviewer, and purpose. State that the review is qualitative and does not assign a result.
What to include
- promotion scope
- review period
- review owner
Inventory the available records
List customer, invoice, shipment, order, price, deduction, trade, broker, retailer, inventory, fulfillment, marketing, and internal review records with source dates and gaps.
What to include
- record type
- source date
- evidence gaps
Record observed execution conditions
Describe documented product availability, distribution, display, placement, pricing, timing, service, order, fulfillment, return, and communication conditions without assigning causality.
What to include
- documented condition
- source
- no causal finding
Record commercial and market context
Record known price changes, customer activity, category events, seasonality, assortment, inventory, supply, service, competitor, and calendar conditions only as documented context.
What to include
- context item
- source and date
- uncertainty
Record attribution limits and open questions
List baseline limitations, missing records, overlapping events, data timing, measurement differences, unknown customer actions, and questions requiring further review.
What to include
- attribution limits
- missing evidence
- open questions
Separate review observations from economics
State which observations may inform a separate commercial, finance, customer, accounting, legal, or owner review and which performance, margin, ROI, or return conclusions remain outside this page.
What to include
- separate review
- excluded conclusions
- owner boundary
Assign follow-up and refresh
Name evidence owners, follow-up questions, source requests, refresh timing, and the person responsible for deciding whether separate analysis is appropriate.
What to include
- evidence owners
- follow-up
- refresh trigger
How this page fits the Tools system
Channel Contribution Margin Planner executes CHANNEL-CONTRIBUTION-V1 for one reviewed assumption set only; this page owns qualitative post-event promotion review and makes no economic determination.
The guide ends with a qualitative review record and follow-up questions, not trade promotion effectiveness, ROI, margin impact, demand, lift, revenue, efficiency, return, a score, or recommended action.
What this page does—and does not—show
This guide provides a qualitative post-event review framework. It does not calculate or validate trade promotion ROI, margin impact, demand, lift, revenue, efficiency, return, score, benchmark, or recommended promotion action.
Channel Contribution Margin Planner exclusively executes CHANNEL-CONTRIBUTION-V1 for one reviewed channel assumption set; this guide does not reproduce an owner control, formula, output, forecast, score, or recommendation.
Evidence and review boundary
Tier C. This guide provides a qualitative post-event review framework. It does not calculate or validate trade promotion ROI, margin impact, demand, lift, revenue, efficiency, return, score, benchmark, or recommended promotion action.
Commercial and finance owners, with accounting, sales, operations, procurement, customer, tax, legal, or executive review appropriate to the stated question.
No external rate or rule is embedded; values and assumptions come from the user.
Related tools and next steps
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