Calculators
Fast commercial maths for SOA, invoice price, retailer margin, tax and trade spend.
Open calculatorsAccount Planning Tools
Commercial planning tools for account managers
Run quick promo, margin and support checks — then turn the numbers into cleaner summaries for retailer meetings, internal reviews and account planning.
APT helps you move faster when the question is simple but the spreadsheet never is.
Product sections
Numbers, calculators and outputs.
Build promo ROI plans, run quick commercial calculations and turn the answer into something useful for a retailer conversation or internal sign-off.
ROI Tool
Single-line ROI checks, multi-SKU scenario planning and CSV export.
Open ROI ToolPresentations
Create buyer-ready and internal sign-off outputs from your planning work.
Open presentationsStart here
Pick the job in front of you.
Start with one of the common account management moments: a buyer ask, a margin question, a support calculation or a deck that needs to be clearer by tomorrow.
Use free calculators
Calculators stay free. Use them for fast checks, pricing maths and simple commercial decisions.
Open calculatorsPlan promotion ROI
Use the free ROI tool for one-line checks, or use Pro for multi-SKU scenario planning.
Open ROI toolBuild a customer deck
Download free deck templates or use Pro to build customer-ready first drafts.
Open presentationsWhy this exists
Too many account plans start from blank documents.
Commercial teams usually know the customer context. The lost time comes from rebuilding the same calculators, assumptions and deck structures from scratch.
Account Planning Tools gives the work a starting shape: the numbers to test, the questions to challenge and the sections a credible customer plan needs.
Calculators
Free commercial checks before the customer conversation.
Start with the calculator hub when you need to sense-check promo ROI, retailer margin, SOA, trade spend, invoice price or an investment ask quickly.
ROI Tool
Model one SKU or a full multi-line promotion, compare scenarios and export the numbers.
Open ROI toolCalculators
Use fast SOA, retail price, invoice price, margin, tax and markup calculators when you only have a few numbers.
Browse calculatorsPresentations
Buyer-ready outputs without starting from blank pages.
Buyer meeting prep, customer review and JBP structures live together so the numbers can become a clearer meeting story.
Account Plan Generator
Turn account notes into a clearer plan with opportunities, risks, strategy and 30/60/90 actions.
Open toolJoint Business Plan Builder
Draft a practical JBP structure with growth pillars, activation, investment and success measures.
Open toolBuyer Meeting Prep Tool
Turn a buyer challenge, commercial ask and benefit story into meeting notes you can use.
Open toolFree and Pro
Start quickly, then go deeper when the work needs it.
Free tools are useful for quick one-off checks. APT Pro is for the regular work: saving scenarios, comparing versions, keeping your default setup and turning results into cleaner outputs.
- Save and reopen commercial scenarios
- Compare different versions of a deal
- Excel import/export for repeatable reviews
- Free PowerPoint and spreadsheet templates
- Build custom deck briefs from templates
- PDF/deck-ready exports
- Account-level calculator defaults
- Company logo, disclaimer and presentation template
Start with the commercial question you need to answer today.
Check a promotion, build an account plan, prep for a buyer meeting or draft a customer review without opening a blank document first.