# Promotions

The Promotions module is where you create, manage, and optimize your promotional campaigns. It gives you a dedicated space to define promotions with specific date ranges and product scopes, track their financial performance, and simulate different discount strategies — all powered by Flowlity's AI-driven price elasticity models that automatically find the discount levels that maximize your revenue or profit.

### Promotion statuses

Promotions follow a lifecycle reflected by three tabs at the top of the page:

* **Planned** — Upcoming promotions that have not started yet.
* **Confirmed** — Active promotions currently in progress.
* **Past** — Completed promotions available for performance review.

### List view

The promotion list displays all your promotions for the selected status tab. At the top, four KPI tiles provide an aggregated financial overview:

* **Products** — Total number of products included in promotions.
* **Margin** — Actual and forecasted margin rate. A transport cost toggle lets you include or exclude logistics costs.
* **Profit** — Actual and forecasted profit.
* **Sales** — Actual and forecasted sales value.

Each promotion row shows the promotion ID, name, discount rate, start and end dates, number of linked products, and profit/sales metrics (actual and forecasted).

Use the filter bar to narrow down by search term, date range, tags, suppliers, created/edited by, or sites. You can also create **custom views** using the **+** button to save your preferred filter and column configurations. The list can also be exported as **XLSX** — the export layout has been updated for clearer reporting.

<figure><img src="/files/hf4kQDRpCyF6HMmyngjW" alt=""><figcaption></figcaption></figure>

### Promotion detail view

Clicking on a promotion opens the detail view, which combines financial KPIs, a visual chart, and a product-level table.

#### KPIs

Four KPI tiles summarize the promotion's performance:

* **Discount (Avg.)** — The average discount rate across all products.
* **Margin** — Forecasted margin rate alongside the simulated margin (updated in real time when you adjust discounts).
* **Profit** — Forecasted and simulated profit values.
* **Sales** — Forecasted and simulated sales values.

A transport cost toggle is available to view KPIs with or without logistics costs.

#### Chart

The chart displays **Sales** (bars), **Profit** (bars), and **Simulation** (line) over time. Vertical markers indicate the promotion **Start** and **End** dates, making it easy to visualize the promotional period in context.

#### Product table

Below the chart, a table lists every product linked to the promotion with the following columns:

* **Ref** — Product reference number.
* **Product Name** — Product description.
* **Cost** — Unit cost (supplier cost).
* **Price** — Base price (for simulation only — editable).
* **Discount %** — The discount rate applied. This field is **editable**: type a new value to instantly trigger a simulation.
* **Discount Price** — Computed price after applying the discount.
* **Price Position** — An AI-computed indicator showing whether the product is priced **Optimal** or **Overpriced** relative to the model's recommendation.

Additional columns (margin, forecasted quantities, etc.) can be configured via the column settings drawer.

Use the filter bar to narrow the product list by tags, suppliers, price position, or products without a discount.

<figure><img src="/files/rOh2roNsEGZnadoY6EAj" alt=""><figcaption></figcaption></figure>

#### Configure with AI

The **"Configure with AI"** button at the top of the product table triggers Flowlity's revenue maximization algorithm, which re-computes the optimal discount for every product in the promotion — respecting your company's margin constraints and rounding rules.

### Creating a promotion

Click the **Create** button from the list view. The creation form asks for:

1. **General information** — Name, description, start date, and end date.
2. **Product scope** — Select products individually or use filters (tags, suppliers) to include entire product segments. You can also use exclusion mode to include all products except specific ones.

When you save, Flowlity automatically runs the **revenue maximization** algorithm in the background: it finds the optimal discount per product and computes the promotion's financial KPIs. A notification confirms when optimization is complete.

{% hint style="info" %}
Promotions can also be created via **file import**. When importing, the **promo rate** can be set directly in the import file, removing the need to update each promotion manually after upload.
{% endhint %}

### Simulation

From the promotion detail view, you can run manual simulations by editing the discount field on any product. When you change a discount:

1. The system calls the **price elasticity API**, which predicts how demand will change for the given price adjustment.
2. KPIs (Sales, Profit, Margin) update in real time to reflect the simulated outcome.
3. The chart shows an additional **Simulation** curve overlaid on the forecasted values.

This lets you compare multiple discount scenarios and make data-driven decisions before confirming a promotion.

### When to use it

Use the Promotions module when you are planning a promotional campaign and want to understand its financial impact before execution. Start by creating a promotion with the right date range and product scope, let the AI suggest optimal discounts, then fine-tune individual products using the simulation feature. After the promotion ends, come back to the Past tab to review actual performance against forecasts.

### Learn more

* [Agents](/modules/agents.md) — The Pricing Research Agent can complement your promotion planning with competitive intelligence.
* [Demand](/modules/demand.md) — Promotions appear as forecast events in the Demand module.
* [Forecast events and demand adjustments](/concepts/forecast-events.md) — How promotions interact with the forecasting pipeline.


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