PlanningWorks with ChatGPT, Claude, Gemini

Sanity-check a promo uplift forecast

Challenge a promotion forecast before you commit stock and funding.

What you need

  • Baseline weekly sales
  • Past promo results (depth, mechanic, uplift)
  • Planned promo details
  • Stock and lead times

The prompt

You are a demand planner. Help me sanity-check the forecast for an upcoming promotion.

Baseline: [WEEKLY UNITS LAST 12 WEEKS]
Past promotions: [DATE | RETAILER/CHANNEL | MECHANIC | DEPTH | UNITS SOLD | BASELINE THAT PERIOD]
Planned: [RETAILER/CHANNEL, DATES, MECHANIC, DEPTH, FEATURE/DISPLAY, MEDIA]
Current forecast: [X UNITS]   Stock available: [X]   Lead time: [X WEEKS]

1. Calculate the uplift multiple from each past promo and explain which are most comparable.
2. Give a low / expected / high forecast with reasoning.
3. Estimate the post-promo dip and cannibalisation of our other SKUs.
4. Stock check: will we run out? On what day in the expected and high case?
5. Recommend a buy quantity and a mid-promo checkpoint rule.
Show your calculations.

Replace everything in [BRACKETS]. Use a business or team account with training on your data switched off, and remove customer personal data before pasting.

What you get

Comparable promo uplifts, a low/expected/high range, dip and cannibalisation estimates, stock-out risk and a buy recommendation.

Tips

  • Use ChatGPT or Claude with file upload or code execution so it can calculate from a spreadsheet.

The fortnightly brief

Get the brief

New AI tools worth a look, price changes, fresh deals and a real brand use case, for UK consumer brand teams. No spam, unsubscribe any time.