Trade Promotion Management Software, Built for CPG

Plan promotions, forecast trade spend, model ROI, and tie deductions back to the promotions that created them — in one platform instead of a maze of spreadsheets.

Trade promotion management (TPM) is how consumer packaged goods (CPG) companies plan, execute, and analyze the promotional activity they run with retailers — managing promotional calendars, forecasting trade spend, and reconciling the deductions and chargebacks that result. For most brands it's the single largest line item after cost of goods, and it's usually managed in disconnected spreadsheets.

CentrixIQ replaces those spreadsheets with purpose-built trade promotion management software. You plan promotions against a shared calendar, forecast and track spend in real time, model expected ROI before you commit, and — critically — link every deduction back to the promotion that generated it. The result is one source of truth for trade spend, faster reconciliation, and the visibility to stop overpaying for promotions that don't perform.

Capabilities

Everything You Need to Manage Trade Spend

Promotion Planning & Calendars

Plan and visualize every promotion across retailers and time periods on a shared calendar, so the whole team works from the same plan.

Spend Forecasting & ROI

Forecast trade spend, model expected ROI before committing, and compare planned vs. actual performance so budget surprises stop happening at quarter end.

Deduction Linking

Automatically tie deductions and chargebacks back to the promotions that created them, so reconciliation takes minutes instead of weeks.

Performance Analytics

See promotional lift, spend efficiency, and ROI by retailer, product, and event — powered by your live sales and syndicated market data.

Connected to Your Data

Pull POS and syndicated data from NIQ, Circana, and SPINS and shipment data from your ERP to ground every plan in real numbers.

AI-Assisted Insights

Ask IQ, the built-in AI assistant, which promotions are working and where trade dollars are being wasted — in plain language, no report-building required.

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Related

Part of a Unified CPG Platform

Trade promotion management works best when it shares data with the rest of your go-to-market workflow.

Deductions ManagementTrack & recover
Retail ExecutionField & store visits
CPG CRMAccounts & pipeline
ConnectorsERP & market data
FAQ

Trade Promotion Management Questions

Trade promotion management is the process CPG companies use to plan, execute, and analyze promotional activity with retailers. It covers building promotional calendars, forecasting and tracking trade spend, modeling promotion ROI, and reconciling the deductions and chargebacks that result. Done well, it turns trade spend — often a brand's largest expense after cost of goods — from a black box into a measurable investment.

Legacy TPM systems were built for large enterprises and are often too expensive and slow to implement for emerging and mid-size brands. CentrixIQ is purpose-built for CPG and goes live in days, not months, combining trade promotion management with CRM, deductions, retail execution, and analytics in one platform — so growing brands get enterprise capability without enterprise overhead.

Because trade promotions and deductions live in the same platform, CentrixIQ automatically associates incoming deductions and chargebacks with the promotions that generated them. That gives you a clear audit trail, faster reconciliation, and the ability to see the true net cost — and ROI — of every promotional event instead of guessing at quarter end.

Yes. CentrixIQ lets you model expected spend and ROI for a promotion before you commit, then track planned vs. actual performance as it runs. Forecasts draw on your live sales and syndicated market data, so plans are grounded in real numbers rather than last year's spreadsheet.

Yes. CentrixIQ includes pre-built connectors, including syndicated market data from NIQ (Nielsen IQ), Circana, and SPINS, plus major ERP and accounting systems. Promotion plans and performance analytics draw on that data automatically, with no manual exports.

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