CPG Operator Guide
Trade Promotion Return Review Guide
Use this guide to prepare one completed promotion’s return-review source packet by defining the question, investment basis, record scope, revenue and cost labels, attribution limits, exclusions, and qualified handoff without calculating return.
Define the return review question
Name the product, customer or channel, promotion, period, question, intended audience, and accountable review owner. Do not state or imply a return outcome.
What to include
- promotion scope
- review question
- accountable owner
State the investment and record boundary
List documented trade, allowance, billback, discount, fee, broker, marketing, display, sampling, logistics, or other investment items with timing, currency, funding owner, and exclusions.
What to include
- investment items
- timing and currency
- exclusions
Label revenue and cost records
Identify documented invoice, shipment, order, sales, price, deduction, product-cost, selected variable, fixed, shared, and allocated labels with source dates and owners. Do not subtract them.
What to include
- revenue labels
- cost labels
- source owner
Reconcile product, unit, customer, and period basis
Confirm the product, pack, selling unit, customer or channel, currency, period, and deduction treatment used by each record or list remaining non-comparability.
What to include
- product and unit
- customer and period
- non-comparability
Record attribution and timing limits
Document baseline limitations, overlapping promotions, price changes, distribution, inventory, availability, customer conditions, timing, seasonality, and data gaps without assigning causality.
What to include
- attribution limits
- timing limits
- data gaps
Record exclusions and separate review needs
List fixed, shared, allocated, tax, legal, accounting, demand, contract, customer, and operational issues requiring separate treatment or review.
What to include
- excluded scope
- separate review
- open questions
Prepare the qualified handoff
Retain the question, investment boundary, records, labels, source dates, limitations, evidence gaps, reviewers, and separate-analysis owner.
What to include
- reviewed packet
- reviewers
- analysis owner
How this page fits the Tools system
Channel Contribution Margin Planner executes CHANNEL-CONTRIBUTION-V1 for one reviewed assumption set only; this page owns completed-promotion return-review preparation and produces no ROI or return result.
The guide ends with a completed-promotion return-review packet, not ROI, return, incremental profit, margin impact, lift, demand, revenue, efficiency, or a promotion decision.
What this page does—and does not—show
This guide prepares a return-review source packet for one completed trade promotion. It does not calculate or validate ROI, return, incremental profit, margin impact, lift, demand, revenue, price, volume, spend efficiency, or a promotion decision.
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 prepares a return-review source packet for one completed trade promotion. It does not calculate or validate ROI, return, incremental profit, margin impact, lift, demand, revenue, price, volume, spend efficiency, or a promotion decision.
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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