RGMInsight: Trade promotion and revenue growth management platform

One platform for 27 markets.

RGMInsight gives a global snacking manufacturer one governed platform to plan, fund, approve, execute and evaluate trade promotions across 27 markets, with 580 users and 319,146 promotional events planned since 2022.

Consumer goods / Snacking
Software development
Data engineering
Project

27markets on one instance

580active users

319K+promotional events planned

11markets onboarded in 2023

The Challenge

What stood in the way.

Before RGMInsight, promotional planning was managed market by market in Excel and other basic tools. There was no shared data model, no common P&L logic and no central view of trade spend.

Inconsistent planning

Every market built its own templates, so promotion P&Ls were not comparable across countries or even across account managers.

Disconnected data

Baselines, list prices, trade terms, cost of goods and actuals lived in separate files and were re-keyed by hand.

Uncontrolled approvals

Approvals ran over email with no audit trail, no delegation and no way to enforce discount limits, budget availability or ROI thresholds.

Manual evaluation

Post-event evaluation meant manually matching shipments and scan data to promotions. Most events were never evaluated

Our Solution

How we answered it.

RGMInsight is a cloud-based trade promotion management and revenue growth management platform. It brings master data, baselines, promotions, budgets and actuals into one system, enforces planning rules through configurable guardrails and approval workflows

ProblemDirect and distributor-led trade models had to run on one platform.
Our answerDirect markets plan at sold-to or ship-to level with sell-in from ERP billing documents. Distributor markets plan at distributor level
ProblemActual sales had to be matched to promotions without manual work.
Our answerWhere a file carries an event ID it is matched directly. Otherwise the platform derives the event from customer, product and date and apportions across overlapping events by forecast volume
ProblemOverspend had to be stopped before money was committed.
Our answerGuardrails check every event at submission and write each breach to the submitter comments, so approvers see the full history before they decide.
ProblemPlans had to stay aligned with the ERP.
Our answerMaster data, prices, costs, baselines and actuals flow in from SAP every night over secure file transfer. Accruals, event deals and promo prices flow back out for posting and settlement.

How It Works

The parts that made the difference.

Event management

Planners create promotions at any customer or product hierarchy level with a P&L that recalculates as inputs change. Events can be copied in bulk, by month or across retail environments, and updated together through a multi-event updater.

Approval workflow

A configurable approval matrix routes each event by customer, spend level and event type, with delegation, mandatory comments and automatic re-approval when an approved event changes materially. Every action is logged.

Guardrails

Eight checks run at submission, covering budget, maximum discount, overlap, minimum ROI, frequency, maximum spend, negative trade spend and lead time. Each can be disabled, informative or restricted.

Budget management

Budgets are approved through their own workflow and consumed as events are approved. A dashboard shows committed, available and remaining funds by customer, period and price condition.

Results

What changed for the client.

The client moved from 27 disconnected spreadsheet processes to one governed planning platform, and has used it to plan 319,146 promotions with 580 users across four years.

319,146 promotional events planned on the platform since 2022, as of October 2026
27 markets live on a single instance, up from 5 in 2022
11 markets onboarded in 2023, ten of them in one South Central Europe wave
Promotion P&Ls comparable across markets, customers and account managers, with no manual consolidation
Off-strategy or unfunded promotions caught at submission, with a full approval audit trail
Post-event ROI available without manual matching of actuals