Promotional Effectiveness & Trade Investment ROI Dashboard

PromoAnalytics Co • Last 10 Events • 350 Stores

Net Promotional ROMI
1.31×
-6.4% vs target
Incremental Volume %
68.3%
+2.1pp QoQ
Avg Recovery Weeks
4.8
Under 5W threshold
Deal-to-Loyal Rate
16.2%
-3.0pp 6mo trend
Trade Efficiency
$2.18
per incr. unit
Co-funding Compliance
88.4%
Below 95% target

Promotional ROMI Waterfall – Top 6 Events

Baseline vs. Incremental Volume Split

Forward-Buying Decay Curve

Deal-to-Loyal Conversion

Deal Shoppers 12,420
2nd Purchase 4,832
3rd Purchase 2,610
Loyal (4+ purchases) 2,012
Conversion Rate
16.2%

Promo Depth Alignment

Beverages 92
Snacks 78
Dairy 88
Frozen 65
Personal Care 91
Alignment Score (0-100)

Cannibalization Rate

Easter Feature 18%
Back-to-School 27%
Summer Refresh 21%
Dairy Days 14%
Fall Stock-Up 19%
Threshold
22%

Promotional Event Calendar with Competitive Overlap

Week 1
Week 2
Week 3
Week 4
Week 5
Week 6
Week 7
Week 8
Week 9
Week 10
Week 11
Week 12
Easter Feature
Event
Event
Back-to-School
Event
Event
Summer Refresh
Event
Competitive Overlap
High
High
Med
Med

Promotional Event Detail

Event Name Category Gross Lift Net ROMI Incremental % Decay Weeks Cannibal. % Status
Easter Feature Beverages $184K 1.09× 71.2% 6.3 18% Review
Back-to-School Snacks $212K 1.42× 64.8% 4.1 27% Review
Summer Refresh Beverages $167K 1.51× 73.5% 3.8 21% Good
Dairy Days Dairy $143K 1.38× 69.1% 4.4 14% Good
Fall Stock-Up Frozen $198K 1.33× 66.7% 5.2 19% Good
Winter Wellness Personal Care $176K 1.44× 70.3% 3.9 16% Good
Holiday Essentials Pantry $221K 1.29× 62.4% 4.7 20% Good
New Year Reset Health $189K 1.47× 74.2% 3.6 15% Good

Trade Spend Efficiency Trend

Velocity Recovery Index

Vendor Co-funding Compliance

SupplierAlpha
96.2%
$0K outstanding
SupplierBeta
93.8%
$12K outstanding
VendorGamma
79.2%
$43K • 67 days aging
SupplierDelta
87.5%
$18K outstanding