Promotion Management, Simulation & Optimization
Turn promotions from fragmented tactics into a disciplined, profit-driving system.
Promotion Management, Simulation & Optimization on the o9 Digital Brain enables organizations to design, evaluate, and execute promotions with full financial and operational visibility. By unifying promotion planning with demand, supply, and P&L impact, teams can eliminate guesswork, improve ROI, and ensure promotions are both profitable and executable.
Why Promotion Management Matters
Trade promotions remain one of the largest commercial investments for consumer-facing organizations — yet they are often managed through a fragmented mix of TPM, TPE, and TPO tools. This “alphabet soup” of disconnected systems keeps data siloed, obscures true performance, and makes it difficult to understand which promotions actually create value.
A common challenge is concealed constraints. Promotional changes are frequently made late in the cycle without visibility into downstream impacts such as overtime costs, capacity bottlenecks, or supply shortfalls. At the same time, traditional evaluation methods overlook important consumer behaviors such as stockpiling, forward buying, or halo effects on complementary products — leading to overstated returns and repeated unprofitable investments.
From Promotion Activity to Promotion Intelligence
Leading organizations are moving away from one-off promotional execution toward always-on promotion intelligence. This approach treats promotions as a continuous decision process, grounded in data, simulation, and learning rather than static calendars and intuition.
Promotion Management, Simulation & Optimization enables this shift by embedding promotion decisions into a single, connected system that evaluates financial, demand, and supply impact before — and after — execution.
Capabilities of Promotion Management, Simulation & Optimization
Promotion Recommendation Engine
The platform uses built-in models to recommend optimal promotion timing, mechanics, and discount depth based on historical performance and market context.
Teams can evaluate alternatives such as price reductions versus free product offers, ensuring each event is designed for maximum effectiveness.Pre-Event P&L Simulation
Every promotional event is simulated before execution.
o9 generates a full profit-and-loss forecast for each promotion, grounded in historical response models and current market conditions. This ensures decisions are made with clear visibility into expected margin, volume, and cost impact.Closed-Loop Performance Evaluation
After execution, actual results are automatically compared to predicted outcomes.
This closed-loop evaluation highlights forecast accuracy, identifies model gaps, and continuously improves future recommendations — transforming promotion planning into a learning system rather than a static process.
What Makes o9 Different
Touchless Promotion Planning for Sales
o9 removes administrative friction by pre-populating promotional changes for Sales teams within defined guardrails.
This reduces manual effort, accelerates cycle times, and increases adoption by eliminating the bureaucracy traditionally associated with promotion planning.Causal Factor Analysis
Promotion outcomes are decomposed into underlying drivers.
o9 disaggregates uplift into positive and negative factors, including competitive activity, demographic response, and execution effects, providing true insight into what worked — and what didn’t.Execution Feasibility Built In
Unlike standalone promotion tools, o9 connects promotional plans directly to supply chain review.
This ensures forecasted demand can be fulfilled without excessive expediting, overtime, or service risk — aligning commercial ambition with operational reality.
Industries Supported
Powered by the o9 Digital Brain
Revenue Growth Management runs on the o9 Digital Brain, powered by the Enterprise Knowledge Graph (EKG).
The EKG connects pricing, promotions, demand, supply, and financial data in a unified model. When a commercial decision changes — such as a promotional plan or price adjustment — impacts are automatically propagated across the value chain, alerting downstream teams to potential supply or capacity implications.
A digital operating model for VUCA conditions
APEX is o9’s AI-powered operating model for enterprises navigating volatility, uncertainty, complexity, and ambiguity (VUCA). It enables organizations to plan, execute, and learn as one connected system.
The o9 Digital Brain powers APEX by connecting enterprise data, knowledge, and decisions through a single intelligent model.
Collaborative Demand Planning is one of the building blocks of the Digital Brain. It contributes domain-specific capabilities into the enterprise-wide model that enables APEX from the ground up—linking this solution to decisions across the entire value chain.
→ Learn how the APEX Operating Model works
Where AI drives real decisions
Artificial intelligence enhances promotion planning by improving prediction accuracy and uncovering hidden interactions.
Advanced elasticity modeling uses AI and machine learning to understand consumer sensitivity to different promotion types, depths, and frequencies.
Cannibalization detection identifies when a promotion on one product negatively impacts the sales of another, enabling more profitable portfolio-level decisions.
→ Learn more about o9 AI capabilities
What our customers say
“With o9 AI/ML-based forecasting in place, we’re already seeing improved forecast accuracy, stronger cross-functional collaboration, and faster, more informed decision-making—all within a centralized platform.”
Gaby Gutierrez
VP of Global Supply Chain Planning at Amway
“We had a significant reduction in expedited costs. Our target was 4 to 6 million dollars. And we achieved close to 9 million dollars…”
Jay Koganti
Vice President of Supply Chain COE
“The o9 platform unlocked significant processes for us in order to effectively address changes in our volumes and to align those volumes to our labor capabilities at our distribution centers.”
Ashley Ward
Senior Manager Supply Chain Planning
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Frequently Asked Questions (FAQs)
Promotion management and optimization focuses on designing, simulating, and evaluating promotions to maximize profitable growth rather than volume alone.