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About

About Account Planning Tools

Account Planning Tools exists because commercial planning is still too messy.

Most account managers, sales leads and commercial teams are not short of spreadsheets. They are short of time, clarity and clean outputs they can actually use in a retailer meeting.

APT is being built to make the repeated parts of account planning easier: promo ROI, margin checks, support calculations, scenario comparisons and presentation-ready summaries.

It is not trying to replace commercial judgement. It is there to help you get to the answer faster, spot the obvious watchouts and turn the numbers into something useful.

Why I built APT

I have spent years in commercial sales roles where the same questions come up again and again: Will this promo actually pay back? What happens if the retailer asks for more support? What does this do to margin? Can we show this clearly in a deck? Why is this spreadsheet different to the one from last time?

APT is my attempt to turn those repeated tasks into simple tools that are easier to use, easier to explain and easier to share.

What APT is — and is not

APT is a practical planning tool for commercial teams. It can help structure the numbers, compare scenarios and create clearer outputs.

It is not financial advice, it does not make pricing decisions for retailers, and it does not replace proper internal sign-off. Retail selling prices remain at the sole discretion of the retailer.

Who it is for

APT is built for national account managers, key account managers, sales leads, category teams and commercial teams who need to turn deal inputs into clearer commercial decisions.

It is especially useful when you need a quick view of promo ROI, support levels, margin impact or a clean summary for a customer meeting.

Try the free calculatorsSee APT Pro

Product focus

What keeps improving.

Account Planning Tools keeps improving around the practical jobs commercial teams repeat every week.

  • Cleaner calculators
  • Sharper templates
  • Better saved work
  • Clearer exports
  • Stronger deck briefs