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How to Build a Promotional Plan That Actually Holds Up

How to Build a Promotional Plan That Actually Holds Up

Every retailer that runs promotions faces the same problem: the difference between what you planned and what actually happened. Promotions distort your historical sales curve, holidays shift year to year, and most teams end up managing all of it in spreadsheets off to the side. In this 30-minute session, former retail planner Linda George walks through Toolio's Promotional Causal; the single record that defines a promotion and flows it through your entire plan.

What's covered:

  • Why promotions can corrupt your baseline forecast and how a causal strips them back out
  • Setting up a promotion: type (% off, $ off, or set price), product scope, timeframe, and stacking rules
  • Modeling expected lift with confidence levels based on your own price elasticity, before an event ever goes live
  • Simulating multiple discount scenarios to find the point where lift and margin balance
  • How one causal flows automatically through merchandise planning, assortment, and allocation
  • Recapping plan vs. actual once the promotion is over

You'll leave knowing how to get ahead of your promotional calendar instead of reacting to it, modeling impact proactive.

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