TRADE PROMOTION CLOSEOUT CHECKLIST
General operating template. Define deadlines with your own teams.
Promotion ID / approved version / participating stores / eligible SKUs:
Approved start and end dates / approved conditions:
Execution evidence: store / SKU / date / evidence reference / reviewer:
Budget status: planned / committed / submitted claims / approved actual / paid:
Exception / decision / approver / owner / due date:
Open claims and disputed quantities:
Operational closeout owner / date / remaining finance actions:
Check eligibility and evidence separately. Avoid double counting commitments and actual spend. Payment is not proof of effectiveness. Separate operational closure from financial settlement. Company policy determines claim deadlines and retention periods. Do not calculate ROI without agreed baseline, costs and measurement scope.