Review a promotion against its plan
Promotion results are scattered across channel exports and discount reports.
For teams reviewing a completed promotion across sales, stock, spend, and operations.
What good looks like.
A review compares the original plan with observed outcomes, records limitations, and assigns the next changes.
- Starts when
- The promotion ends and the agreed reporting window is sufficiently complete.
- Accountable owner
- Growth lead with merchandising owner
Where AI could help.
AI could organize owner notes and draft a summary from checked metrics. People assess confounders; a before-and-after comparison alone does not establish causal lift.
How the work could move.
A suggested process to adapt to your team. Each handoff needs a clear owner and a visible check.
Freeze the comparison
Growth analyst
Save planned dates, audience, offer, stock assumptions, and success measures alongside the actual window.
Ready when: The review distinguishes original targets from targets changed during the promotion.
Assemble the outcomes
Channel and operations owners
Provide dated sales, discount, spend, stock, return, and service evidence with definitions.
Ready when: Incomplete periods or missing inputs are labeled instead of filled with estimates silently.
Explain deviations
Growth and merchandising leads
Build a variance note covering execution changes, comparison limits, and plausible competing causes.
Ready when: Facts are separated from interpretations and unresolved questions remain visible.
Assign the next improvement
Promotion owner
Record decisions to repeat, change, or test with an owner and next-launch checkpoint.
Ready when: The next promotion plan includes the accepted follow-ups.
Explore the setup, checks, and exceptions
Start with your tools.
Use the saved promotion plan, dated channel exports, and an outcome worksheet. Link operational incidents and keep definitions consistent with the original plan.
When things go wrong.
- A changed offer is a separate execution fact, not the original treatment.
- Late returns may require a later review update.
- A concurrent product launch or stockout limits simple period comparisons.
A useful first step.
Review one completed promotion against its saved original plan and list the three largest deviations.
What to measure
Track completed follow-ups, variance against defined targets, and missing evidence at review time.
Want this working with your team and tools?
Build it yourself, adapt what you already have, or work with us. We can help you choose where to start and handle the technical build.