Closing the loop
Planning a promotion is half the job; knowing whether it worked is the other half. PromoPlan records sales results against each promotion and rolls the numbers up to its budget, so "did it pay for itself" is a glance, not a spreadsheet.
Set the targets
On the promotion (in the builder, or with Edit targets on the detail page) set the plan: expected units, expected sales value, and the promo spend you have committed. Link the promotion to a budget so the spend counts against it.
Record the results
Open the promotion's detail page and find the Sales results card.
Add a result: a period label ("Week 1", "Final"), the date, units sold, sales value, and the actual spend. Notes are optional.
Add as many readings as you like over the promotion's life; the rollups always reflect the full log. Edit or remove a reading any time.
Import results in bulk
When results arrive as a spreadsheet (scan data, a sales extract), use Import results in the planner header instead of typing them in:
Drop a CSV or Excel file, or paste rows. The columns map themselves from common headings; adjust any that did not.
Each row matches a promotion by its promo ID or name when the file has one, otherwise by store and date within the promotion's in-store window. Ambiguous rows are flagged and skipped, never guessed.
Import. Every touched promotion's totals recompute automatically.
Reading the card
The tiles compare actual against plan:
Units sold against expected units.
Sales value against the expected value.
Actual spend against the planned spend.
Return on spend: sales value divided by spend. Above 1x the promotion returned more than it cost.
Uplift vs baseline: when your Sales data covers the store, an extra tile compares what it sold during the promotion against its run rate over the 8 weeks before, scoped to the promoted products where the data allows. Above zero means the promotion genuinely lifted sales, not just moved them.
Budgets
The Budgets page tracks trade spend across many promotions:
Create a budget with a name, total and owner (+ New budget).
Link promotions to it in the builder or with the planner's bulk edit.
Each budget row shows budgeted, committed (planned spend across its promotions), remaining, actual spend, sales value, and return on spend. Totals run across the top of the page.
Terms cost and net result: if a retailer carries trading terms (the percentage they charge back off invoiced sales, set in the retailer's settings), each budget also shows the terms cost across its promotions and the net result: sales minus spend minus terms. That is the real profit picture, not just the gross one.
Click a budget to open it: edit the details, and see every promotion running against it with its own planned and actual spend. Click any promotion to jump to it.
Deleting a budget keeps its promotions; they are simply no longer linked to it.