Promo Planner

promo planner description centralizes the setup, ownership, scheduling, and execution of promo plans so promotional activity can be governed as coordinated campaigns rather than isolated product price changes it organizes each campaign into sections and windows, supports forecast based selection of promo prices, and provides the operational path to finalize promotional offers promo planner overview sub parts & functions open promo plans lists active promo plans with their date ranges and completion progress, while the calendar places plan windows on their scheduled dates use this view to select a working campaign, monitor its delivery state, and identify overlapping promotional activity before changes are finalized key elements open — shows campaigns currently being planned or worked on progress indicator — shows completion status for each promo plan calendar — maps scheduled campaign periods across the selected month create promo plan creates a promo plan, the campaign level container for promotional work required campaign identity, promo type, active dates, closure deadline, and an initial section establish the scope and governance; sections can assign users and optionally cap the number of windows they may contain create promo plan key elements promo name — required campaign identifier with a 42 character limit promo type — required classification for the campaign start date end date — required validity window for the promotion closure deadline — required date by which promotional planning must be closed zone scope — optionally restricts the promo plan to selected zones; defaults to all zones color — assigns the calendar display color for the promo plan section name — required workstream within the campaign users — assigns planning responsibility for the section; defaults to all users window limit — optionally limits how many promotional windows the section can contain finalized promo plans separates finalized campaigns from work still in progress while retaining their scheduled calendar placement and completion status finalization is a governance milestone pricing managers can finalize and lock plans, whereas reverting finalize & lock is reserved for administrators finalized promo plans key elements finalized — displays campaigns that have reached the finalized state completion indicator — confirms the plan's completion status promo plan history provides the historical campaign area, distinct from currently open and finalized plans use the calendar navigation to review prior periods and locate historical planning records when they are available promo plan history key elements history — selects the historical promo plan collection last year — shifts the calendar view to the corresponding prior year period connections & integrations promo planner supplies promo price setup and forecasted uplift to promo analytics docid\ pkwefzyh06ygitzc9iepm , where past promotion performance can be assessed with or without cannibalization windows can use default, n+1, multibuy, or bundle mechanics; default multi product windows require linked products for the promo simulator, while n+1 and multibuy rely on quantity in basket analysis instead promotional execution also interacts with regular pricing through promotion protection periods in exports docid\ ayu6zunb35nqkubun3bpf key actions create a promo plan with campaign dates, closure deadline, zone scope, and assigned sections monitor open plans by progress and scheduled calendar period add products to windows individually, in batches, by category, brand, supplier, or copied product ids configure a window mechanic and link default window products by promo price or discount % use the promo simulator to select a linked window price point and recalculate its expected sales impact recalculate the sales impact forecast after changing promo price, expected cost, external funding, quantity override, or the selected promo mix complete sections and finalize and lock the plan when promotional content is approved best practices & success stories assigned sections make campaign planning accountable while allowing multiple users to work within one promo plan forecast recalculation helps planners compare promotional selections using expected margin, volume, revenue, and profit promo simulator price point selection can improve promotional outcomes by comparing expected volume, revenue, and profit against the regular baseline calendar visibility helps prevent uncoordinated overlap between promotional campaigns important considerations recalculate the forecast after any manual promo price, expected cost, external funding, quantity override, or promo mix change link products in multi product default windows when they share one promo price or discount %; otherwise the promo simulator cannot run use comparable products when linking a window because the promo simulator is intended for linked products with comparable prices use quantity in basket to select multibuy thresholds near natural demand breakpoints set a closure deadline that leaves sufficient time for ownership, forecast review, and approval finalizing and locking a promo plan restricts subsequent changes, and only administrators can revert finalize & lock using unlinked products in a multi product default window prevents promo simulator analysis ignoring cannibalization can overstate net uplift because sales shifted from other products reduce the promotion's net gain related modules exports docid\ ayu6zunb35nqkubun3bpfpromo analytics docid\ pkwefzyh06ygitzc9iepm