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AI Transformation

Preparing Your AI Experience
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FMCGTrade PromotionPrice ElasticityFMCG Commercial

Trade Promotion Spend Effectiveness & Scan-Down Optimization

Analyzes retailer POS scanner data to calculate true incremental sales lift and eliminate unprofitable discounts, reallocating budget to high-ROI campaigns.

+14.2%
Trade promotion ROI lift
$2.4M
Promotional spend reallocated
-35%
Unprofitable promotional discounts
5 mins
Promotional scenario simulation

The Operational Challenge

Legacy Inefficiencies in FMCG

CPG brands allocate 15–20% of gross revenue to trade promotions, but over 50% of discount campaigns fail to generate incremental volume, merely subsidizing baseline shoppers.

Without autonomous software intelligence, organizations face exponential operational labor drag, transcription error rates exceeding 8%, and compounding response delays that jeopardize enterprise SLAs.

Solution Architecture

How Fortiv Solves This Problem

Retailer POS & Trade Spend Ingestion

Connects Nielsen/IRI scanner data, retailer direct POS feeds, and ERP Trade Promotion Management (TPM) ledgers.

Econometric Baseline & Elasticity AI

Separates organic baseline volume from true price-elastic lift, cross-elasticity cannibalization, and forward-buying.

Promotion Simulator & Budget Reallocator

Models projected ROI for proposed discount depths, co-op marketing allowances, and display features.

Account Manager Deal Console

Delivers validated promotion recommendations and post-event audit scorecards to commercial sales teams.

Enterprise Security & Compliance

Zero-Hardware, SOC 2 Type II Encrypted Deployment

All data processing executes in isolated single-tenant environments. Proprietary company records, documents, and client communications are strictly encrypted in transit (TLS 1.3) and at rest (AES-256) with zero model retention and no external training on customer data.

Deployment Sprint

4-Week Production Implementation Roadmap

1

Week 1: Connect retailer POS scanner databases and ERP trade promotion management ledgers.

2

Week 2: Calibrate econometric baseline sales and price elasticity algorithms on historical promotion data.

3

Week 3: Pilot trade spend simulation workbench with key account managers.

4

Week 4: Enterprise rollout across all consumer product categories and retailer accounts.

Technical & Operational FAQ

Frequently Asked Questions (6)

By using causal machine learning that controls for seasonal trends, holiday timings, regional advertising spend, and competitor pricing.

We support SAP Trade Management, Oracle Demantra, Salesforce Consumer Goods Cloud, Blue Yonder, and Anaplan.

Yes. Cross-price elasticity models calculate whether discounts on large pack sizes steal sales from higher-margin single units.

The platform generates optimized promotional event calendars showing projected volume, revenue, and retailer margin contributions.

No. The system utilizes existing retailer POS scanner data (e.g. Walmart Retail Link, Target Partners Online) and syndicated Nielsen/IRI feeds.

Reallocating even 2–3% of a multi-million-dollar trade budget delivers full payback within 60 to 90 days.

Executive strategy session

Discover where AI delivers the highest financial return for your enterprise

Book a confidential 45-minute AI strategy consultation with our senior enterprise architects. We’ll analyze your operations, audit workflow bottlenecks, and deliver a zero-obligation transformation roadmap.

Custom ROI model
Financial impact, your numbers
Security audit
SOC 2 & infrastructure review
No pitch
Pure architectural advisory
Senior engineers
Direct access, no account layer

Strict NDA & security protocol standard · 40+ enterprises served