Product and organisation hierarchy
Brand → category → product group → forecasting unit → SKU; channel → customer group → customer.
CollMind TPM · Planning
Promotion planning: enter at product-group level, let the system distribute
Planners enter tactics and volume for product groups for a customer group and period. Volume is distributed to SKUs by historical sales share; spend, incremental volume and profitability are calculated instantly and the plan is sent for approval. The volume estimate stays the planner’s; the system does not replace it with a forecast, it does the maths.
The challenge
Entering every SKU by hand, a different formula in every file
Promotion plans are often built in one spreadsheet per customer, filled in SKU by SKU. Each file has its own formulas and product list; spend and profitability are calculated by hand and nobody is sure which version was approved.
- Volume and discounts are entered SKU by SKU.
- Spend and profitability are calculated with a different formula in each plan.
- Missing cost or volume is silently counted as zero.
How it works
- Step 1
Open a plan
Pick the customer group, channel, category, period and plan type (short or long term).
- Step 2
Add product groups
Add product groups (forecasting units); their SKUs open up in the planning grid.
- Step 3
Enter tactics and volume
Tactics and volume are entered at product-group level; volume spreads to SKUs by historical share.
- Step 4
Adjust if needed
An edited cell is locked and the remainder is redistributed to the other SKUs; the total is preserved.
- Step 5
Submit for approval
With spend, incremental profit and GP ROI calculated, the plan passes a budget check and enters the approval queue.
Key capabilities
Automatic distribution and locks
Volume spreads to SKUs by historical share; edited cells are locked. A new product with no history gets zero share and is flagged.
Ready-made tactic catalogue
Nine tactics in six families: on- and off-invoice percentage support, per-unit price support, visibility/activation lump sums and wholesale channel discounts.
Base and incremental volume
Base volume is imported; incremental volume, uplift and incremental profit are calculated.
Live summary panel
Base, planned and incremental volume, total spend, GP ROI and plan status against target.
Periods and dates
Each plan has its own period and date range; multi-month plans are prorated by day.
Screens
Who it is for
Planners
Build the plan, enter tactics and volume, submit for approval.
Category managers
Follow plans in their category and their status against target.
Commercial finance
See that spend and profitability are calculated with one definition.
Screenshots use demo data; brand, customer and user names are illustrative. The product UI is shown in Turkish.
Roadmap
Coming next
The items below are not yet available; they are in development or planned.
- In development
Free-goods tactics (e.g. 10+1)
- Planned
Separate calendar view
- Planned
Scenario comparison, undo / redo and price simulation
Let’s build one of your plans together
We will show how a promotion plan is built in CollMind TPM with your own product and customer structure.