Campaign Planning
How to set revenue targets and sales volume forecasts at the campaign, promotion, and SKU level for accurate campaign planning.
Planning Overview
Campaign planning in Omnium supports revenue forecasting at three levels of detail:
| Level | Where targets are set | Granularity |
|---|---|---|
| Campaign | Aggregated from linked promotions | Total campaign revenue and volume |
| Promotion | On the promotion itself (manually) | Revenue per promotion |
| SKU | On price list items | Revenue and volume per individual product/variant |
Planning targets are set during the Planning status. Once the campaign moves to Active, planning inputs are locked.
SKU-Level Planning (Price List Promotions)
The most detailed planning is available for promotions that use price lists. Each price list item (representing a single SKU) can carry:
| Field | Description |
|---|---|
| Planned Sales Volume | Expected number of units to sell during the campaign |
| Planned Revenue | Automatically calculated from Planned Sales Volume x Discounted Price |
| Planning Comment | Internal note explaining the forecast rationale |
Setting Up SKU-Level Targets
- Create a price list with the products included in the campaign
- For each price list item, set the discounted price
- Enter the Planned Sales Volume — the expected number of units to sell
- The Planned Revenue is calculated automatically
- Optionally add a Planning Comment for context
- Link the price list promotion to the campaign
Example
A clearance promotion for shoes includes a price list with three SKUs:
| SKU | Original Price | Discounted Price | Planned Volume | Planned Revenue |
|---|---|---|---|---|
| SHOE-001 | 1,200 NOK | 840 NOK | 50 units | 42,000 NOK |
| SHOE-002 | 900 NOK | 630 NOK | 80 units | 50,400 NOK |
| SHOE-003 | 1,500 NOK | 1,050 NOK | 30 units | 31,500 NOK |
| Total | 160 units | 123,900 NOK |
These targets roll up to the promotion level and then to the campaign level, giving you a full picture of the expected campaign outcome.
Promotion-Level Planning
For promotions that don't use price lists (category/brand, multi-buy, order amount, etc.), you can set a Planned Revenue estimate directly on the promotion. This is a manual estimate since these promotion types apply dynamically based on cart contents.
Each promotion also supports a Planning Notes field for documenting assumptions, market context, or other planning considerations.
Campaign-Level Aggregation
Campaign-level targets are automatically aggregated from the linked promotions:
- Total Planned Revenue = Sum of all linked promotions' planned revenue (both SKU-level and promotion-level)
- Total Planned Sales Volume = Sum of all SKU-level planned volumes from price list promotions
This aggregation provides a single view of the campaign's expected performance without manual data entry at the campaign level.
Planning Notes
Campaigns have a dedicated Planning Notes field for documenting:
- Campaign goals and strategy
- Target audience and market context
- Key assumptions behind revenue forecasts
- Dependencies or risks
- Coordination notes with other teams
Planning notes are visible in the campaign detail view and are preserved throughout the campaign lifecycle.
Planning Best Practices
Be conservative with volume estimates
Use historical sales data from similar campaigns as a baseline. If no prior data exists, start with moderate estimates and adjust after the first campaign cycle.
Use tags to categorize
Tag campaigns by type (e.g., seasonal, clearance, product-launch) to build up historical benchmarks over time. Compare campaigns with the same tags to refine future forecasts.
Plan at the SKU level when possible
Price list promotions with SKU-level targets give you the most accurate forecasts and the most actionable post-campaign insights. Use this level of detail for your most important campaigns.
Document assumptions
Use planning notes and planning comments to explain why specific targets were set. This context is valuable when reviewing campaign performance after the fact.