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Promotion Advisor

Improve return on investment on promotional and trade spend

  • Promotion Advisor 001

    Price promotions are critical to drive
    trial, share, and loyalty

  • Promotion Advisor 002

    Promotion Advisor integrates, cleans,
    and aligns disparate consumer, retailer,
    distributor, and internal financial data

  • Promotion Advisor 003

    ...and uses advanced analytics to
    identify drivers of superior promotion

  • Promotion Advisor 004 you can create account-specific
    promotion calendars...

  • Promotion Advisor 005

    ...and reallocate funds across
    geographies, channels, categories,
    and SKUs to improve the return on
    each promotional investment...

  • Promotion Advisor 006

    ...leading to sustained productivity and
    profit gains equal to 10-15% of your
    promotional spend


  10-20% increase in trade spend effectiveness 1-2% annual improvement in profitability
Promotion Advisor is a data and analysis solution using McKinsey’s proprietary methodologies to improve decision making on promotional activities and trade investment.

Promotion Advisor helps CPG companies and retailers determine the appropriate allocation of promotional investment across brands, customers, channels, and geographies. The solution creates transparency into the drivers of event effectiveness, such as impact of discount depth, tactics, and timing, allowing users to establish guidelines to improve event performance and test and plan the events in the calendar.

Promotion Advisor streamlines data cleansing and validation, baseline calculation, post-event analysis, event planning, ad building, and forecasting to ensure organization-wide alignment and adoption.

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What Promotion Advisor delivers to retail companies:

  • Analyzes the best past promotions, tests new ideas, and identifies those that will perform best, enabling more effective promotion ROI
  • Builds promotion calendars, simplifies planning, forecasts impact, compares scenarios, helps create ads, and manages workflow approvals
  • It can use loyalty card data to segment and track customer purchasing behaviors and analyze and set targeted promotions
  • Manages workflow and updates forecast performance for final execution e.g., front/middle/back page, big/small ad
  • Tracks spend and ensures proper accounting, accruals, and vendor billing

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What Promotion Advisor delivers to CPG companies:

  • Anchors consistent promotion measures across the organization through data cleansing, validation, and baseline calculation
  • Provides transparency on the direct macro-allocation of trade funds, using granular analytics to identify areas of under- and over-investment
  • Plans promotion calendars, simplifies planning, forecasts impact, compares scenarios, and manages workflow approvals
  • Tracks impact, compliance, and performance for individual or aggregated events by account
  • Identifies optimal factors such as discount depth, quality support, and messaging to maximize performance
  • Connects to your TPM/ transactions system to ensure more effective and flexible administration

Gartner -logo

Learn what Gartner1 says about Periscope’s offering in CPG

1Gartner "Cool Vendors in Consumer Goods Manufacturing, 2015" by Don Scheibenreif, Dale Hagemeyer, Michael Shanler, Janet Suleski. 6 April 2015

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied,with respect to this research, including any warranties of merchantability or fitness for a particular purpose

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Visit the Periscope Case Study page to learn how Periscope Promotion Advisor enables long-term best-practice adoption.