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TradeSmart™

Trade Promotion Decisions, Orchestrated Autonomously

Only With Impact Analytics
Most trade promotions are funded months before teams know whether the spending will actually pay back. AI-native TradeSmart plans, forecasts, and measures every trade promotion in one system, with Iris evaluating each investment against demand, inventory, pricing, and historical performance before the money is committed.

Only with Impact Analytics does the AI trade promotion agent orchestrate trade spending alongside demand, pricing, and inventory, so every investment is made against one connected commercial plan.
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Trusted by Market-Leading Global Brands
WHAT IS TRADESMART

AI-Native Trade Promotion Management Software

TradeSmart is AI-native trade promotion management software built to optimize every dollar of trade spend. Through autonomous orchestration, Iris keeps investment aligned with demand and inventory. Only with Impact Analytics does the AI trade promotion agent reconcile trade spending before it is committed.
Connected Trade Planning
Scenario-Tested Investment
Measured Incremental Return

Every Trade Dollar Planned, Tested, and Traced to Return

Trade plans, budgets, forecasts, and results often live in separate systems, leaving teams to approve spending before they understand its likely return. TradeSmart brings them together on one connected plan, so every investment can be tested before commitment and measured against what it actually delivered.
Unified Promotion Planning
Plan, forecast, approve, and measure every trade promotion in one workflow, with consistent rules, budgets, permissions, and approvals across accounts and regions.
Scenario-Tested Investment
Compare timing, discount depth, mechanic, and funding scenarios before commitment, with expected volume, margin, spend, and ROI shown side by side.
True Incrementality
TradeSmart separates genuinely incremental volume from baseline sales, demand pulled forward from later periods, and volume shifted from your other products, so teams know what the promotion actually created.
One Commercial Calendar
Planned, live, and completed promotions sit on one calendar, exposing overlaps and conflicts before multiple events compete for the same demand, inventory, or funding.
One Reconciled Record
Shipments, retailer-reported sales, syndicated data, spending, and settled results reconcile into one event record, giving commercial and finance teams the same answer on performance.

Trade Promotion Optimization for Every Industry

Trade economics vary by category, retailer, and account. TradeSmart adapts promotion planning to each industry's buying cycles, partner relationships, and margin pressures while keeping every investment tied to measurable return.

Over-the-counter products add compliance and documentation requirements to the economics of trade spending. TradeSmart maintains the approvals, investment rationale, and settled performance behind every event in one auditable record.

Trade spending can be one of the largest costs on a consumer goods P&L. TradeSmart connects account budgets, promotion forecasts, funding, and settled results, showing which investments generate incremental volume and which simply subsidize demand already on its way.

Woman in jacket looking at packaged products with overlay showing over 60% reduction in time spent on promotion planning with a green graph.

Brands and retailers coordinate promotions across categories, regions, and calendars simultaneously. TradeSmart brings buyers and vendors onto one plan, exposing competing events and funding conflicts before they erode margin.

Modern commercial building with empty parking spaces and overlay text showing 20-30% improvement in promo forecast accuracy.
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From Trade Plan to Proven Return

TradeSmart connects promotion planning, funding, execution, and measurement in one governed cycle, so every trade dollar starts with an expected return and ends with a result your teams can prove.
01

Plan

TradeSmart brings products, accounts, budgets, promotion history, and trade rules together, while Iris identifies historical patterns and builds the decision logic behind each proposed investment.
02

Commit

Candidate promotions are scenario-tested against volume, margin, spend, and ROI before funding is approved. Routine decisions can move automatically within the account and budget guardrails you define; exceptions route to your team.
03

Measure

TradeSmart reconciles actual sales and spending against the original forecast, separates incremental volume from baseline and shifted demand, and feeds the result into the next promotion decision.
01

Plan

TradeSmart brings products, accounts, budgets, promotion history, and trade rules together, while Iris identifies historical patterns and builds the decision logic behind each proposed investment.
Woman scanning barcode on stacked cardboard boxes in a warehouse using a handheld scanner and holding a tablet.
02

Commit

Candidate promotions are scenario-tested against volume, margin, spend, and ROI before funding is approved. Routine decisions can move automatically within the account and budget guardrails you define; exceptions route to your team.
03

Measure

TradeSmart reconciles actual sales and spending against the original forecast, separates incremental volume from baseline and shifted demand, and feeds the result into the next promotion decision.
Stacked cardboard boxes with barcodes on a conveyor belt in a warehouse setting.

Proven Impact from Smarter Trade Spending

TradeSmart helps commercial and finance teams put trade dollars behind the promotions most likely to create incremental growth, improve forecast accuracy, and eliminate the manual work required to reconcile performance.
5-10%
Lift in Gross Margin
20-30%
Improvement in Promotion Forecast Accuracy
>60%
Reduction in Manual Promotion Attribution
RELATED PRODUCTS

Complete Your Trade Performance Ecosystem

Extend TradeSmart intelligence across pricing and forecasting to create a unified, data-led system that improves promotional accuracy, spend efficiency, and profitability across markets.

Trusted by Leading Companies

In our clients’ own words

“Our planners immediately recognized that Impact Analytics understood the realities of retail planning at scale. The opportunity to move from spreadsheet-driven, line-by-line planning to an exceptions-management model is a significant step forward.”
“This partnership allows us to eliminate repetitive, low-value tasks so our merchandisers can focus on understanding what is truly happening in our brand and make quicker, higher-quality decisions to get the right products in the right places for our customers.”
“We conducted a comprehensive review of marketplace providers. Impact Analytics was the clear choice given their deep experience in fashion retail and their leadership in Agentic AI solutions that address the complex challenges faced by modern retailers.”
Only With Impact Analytics
Rethink how your business makes decisions. Replace disconnected AI with agentic intelligence that moves every function toward the same business outcome. Discover how Impact Analytics helps you lead the shift to a fully orchestrated, autonomous enterprise.
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Frequently Asked Questions

What is trade promotion management (TPM)?

Trade promotion management is how brands plan, budget, execute, and measure investments made with retail partners to drive sales. Modern TPM also forecasts expected return before spending is committed and measures the incremental volume and margin each promotion actually creates.

How does trade promotion management work?

TradeSmart brings the full cycle into one workflow: teams plan an event and its funding, forecast expected volume and return, approve the investment, monitor execution, and reconcile actual performance once the event closes.

Does Iris approve trade promotion spending on its own?

Routine decisions can run automatically only within the account, budget, mechanic, and ROI guardrails your administrators define. Anything outside those limits comes to your team with the recommendation, expected return, and reasoning attached before funding is committed.

How does TradeSmart measure the return on a promotion?

TradeSmart compares actual performance against baseline demand and the original forecast, separating genuinely incremental volume from sales pulled forward from later periods or shifted from other products. It then reconciles the resulting sales and margin against the trade dollars invested.

How does the AI trade promotion agent get smarter over time?

Iris compares what each promotion was forecast to deliver against what actually happened, learning which mechanics, funding levels, timing, and account combinations consistently generate incremental return. Those results inform future recommendations, so each planning cycle starts with evidence from your own promotion history.