Promotion performance reconciliation
Teams disagree on promotion results because timing, discounts, stock availability, and channel attribution differ.
The challenge behind the workflow.
Teams disagree on promotion results because timing, discounts, stock availability, and channel attribution differ.
Connect demand, inventory, orders, fulfillment, and customer permissions. Give merchandising and operations teams a common view of what changed, where the data is incomplete, and which action needs review.
Data to bring together
- Promotion rules
- Sales and discounts
- Stock availability
Source systems are examples of the data required. Confirm connector availability, permitted access, refresh timing, and the authoritative owner before implementation.
How Genedata supports the work.
Configure one connected workflow, then reuse its mappings, definitions, and review process as the business grows.
- 01
Connect and prepare
Join transactions to eligible offers and reconcile actual discounts with campaign rules.
Build the preparation as a reusable visual workflow or reviewed code, with explicit source mappings and validation checks. - 02
Investigate and validate
Compare agreed sales and margin measures while marking periods with constrained availability.
Keep shared definitions and source versions with the analysis so another team can reproduce the result. - 03
Publish and review
Deliver a promotion review with transparent attribution and comparison assumptions.
Make the output available to the right people with appropriate access, ownership, and review evidence.
A promotion review model
Make the next run easier.
Reusable offer mappings make reviews consistent across merchandising and finance.
Start from one approved example. Save the agreed mappings and definitions, publish the reviewed output, and let the next team follow the same evidence instead of rebuilding the preparation.
Measure your own improvement
Preparation time and unresolved attribution differences
Record a baseline before the pilot and compare like-for-like work afterward. Results depend on source quality, configuration, and adoption.Review and responsibility
Analysts distinguish association from causal uplift unless the evaluation design supports it.
AI with professional judgment.
Use AI to explain anomalies and draft planning commentary. Merchandising, pricing, customer outreach, and stock decisions stay with authorized teams.
Try the workflow with your team.
Use representative, approved sample data. Agree the expected output and a review owner before extending the workflow to a live process.