Commercial planning tools for account managers
APT helps sales teams model ROI, margin, support and buyer conversations without rebuilding spreadsheets every time.
Start with the full planner when you need the complete deal view, or use a quick calculator when you only need one answer.
Use this when you need the complete deal view: product lines, support, revenue, profit, ROI and scenario summary.
Check whether extra volume offsets price investment and support.
Estimate supplier and retailer margin from invoice, COGS and retail price.
Turn fixed support, SOA or trade spend into a clearer deal view.
APT also helps you prepare the commercial story behind the numbers — buyer meetings, account plans and joint business planning.
Structure the objective, ask, risk, negotiation points and next steps for a retailer conversation.
Turn customer priorities, opportunities and risks into a clearer account plan.
Create a practical joint business planning structure for customer conversations.
Use Free when you need a fast answer. Use APT Pro when you need to save, compare and export commercial scenarios.
For quick one-off checks
For saved scenarios, exports and repeat planning
| Feature | Free | APT ProBest for repeat planning |
|---|---|---|
| Calculators | Included | Included |
| Product lines | 1 | Multiple |
| Scenarios | 1 | Save + compare |
| Result summary | Basic | Advanced |
| Copy summary | Included | Included |
| CSV export | Current calculation | Included |
| Excel export | — | Workbook |
| PowerPoint export | — | Deck export |
| Branding/disclaimer | — | Logo + disclaimer |
| Templates | Download | Save templates |
| Saved defaults | Account defaults | Account + export defaults |
Pick a tool, enter the numbers you have, and get a clearer view of the deal.