Trade promotion management, built for manufacturers.
Approve promotions, track estimated vs. actual spend, and collaborate with distributors, brokers, and retailers — without spreadsheets and email chains.
Trade promotion spend is one of your largest budgets — and the hardest to see.
Every account has its own tab, its own file, its own version. Nobody trusts the totals.
Vendors submit by email. Requests get lost. Deadlines slip. Approvers are the bottleneck.
By the time actuals arrive from finance, the promo is over and the overspend is baked in.
One workspace for the full promotion lifecycle.
Promotion creation & approval workflow
Draft, submit, review, approve, request modifications, and close-out — every step tracked with a full audit trail. Supports off-invoice, billback, ad/feature, display, rebate, slotting, EDLP, and scan allowance.
- Structured status transitions
- Modification requests with notes
- Automatic tracking numbers
Live dashboards for estimated vs. actual spend
Approved, pending review, needs-modify, and pending close-out KPIs at a glance. Slice variance reporting by customer, brand, promo type, and owner — before overspend becomes a surprise.
- Real-time KPI tiles
- Variance by customer & brand
- YTD approved & open spend
A portal for distributors, brokers, and retailers
Give partners a dedicated portal to submit promotion requests directly — or import in bulk from a spreadsheet template. No more inbox archaeology.
- Distributor & broker portal
- Bulk .xlsx upload template
- Threaded modification requests
Multi-company access, controlled the right way
Onboard distributor, broker, and direct-account companies. Invite their admins. Role-based access separates what manufacturers see from what partners submit. Auto-archiving keeps history clean.
- Admin, approver & vendor roles
- Company-level data isolation
- Auto-archiving audit trail
Four steps that mirror how your team already works.
Draft a promotion in seconds using structured fields — customer, product, dates, promo type, estimated spend.
Vendors submit through the portal. Approvers review, request info, or authorize with one click.
Watch estimated vs. actual spend update as promotions run. Catch variance before it becomes a problem.
Close out with actuals. Report by customer, brand, promo type, or owner — then archive.
A two-sided workspace — because trade promotions have two sides.
Most tools serve either the manufacturer or the partner. PromoBoard serves both, in the same system of record.
Own the budget, review submissions, approve promotions, and track spend against estimate — with the confidence a full audit trail gives you.
- Approve & modify with structured workflow
- Live variance across every account
- Reporting by customer, brand, promo type, owner
Submit promotion requests directly through a portal — or upload in bulk from a template. See status updates in real time instead of chasing an inbox.
- Dedicated submission portal
- Bulk .xlsx upload template
- Clear feedback on modifications
Built for finance and operations teams that answer to auditors.
Admin, approver, and vendor roles — each sees only what they should. No accidental cross-account exposure.
Every company's data stays isolated. Vendors can't see each other; manufacturers stay in control.
Every status change, modification, and approval is logged. Auto-archiving preserves history without clutter.
Approve smarter. Spend deliberately.
Set up a 30-minute walkthrough. We'll show you the workflow, the dashboards, and the vendor portal — with your promotion types.