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Pick a deck type, use your own PowerPoint template if needed, add supporting files, and save the finished deck into Workspace.
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Start a deck, choose the right presentation type, download a template, or reopen saved deck work from one place.
Deck builders and templates
Choose the closest working format. Each option can start a guided deck build or download an editable PowerPoint template.
Joint Business Plan
Use this for annual customer planning, growth pillars, investment alignment and measures of success.
objectives, growth plan, investment plan and success measuresJBP meetings, account reviews and customer planning
Account Plan
Create an internal account plan deck covering customer context, priorities, risks, growth levers and actions.
customer context, priorities, risks, opportunity map and action planInternal account planning, account reviews and sales leadership updates
Quarterly Business Review
Use this to review performance, risks, actions and next-quarter priorities.
performance summary, insights, risks and next stepsCustomer reviews and internal commercial reviews
Promotional Proposal
Use this to frame a promotion mechanic, support ask, ROI logic and retailer benefit.
mechanic, support, financial impact and recommendationPromo proposals, trade marketing and buyer sign-off
Range Review Template
Structure distribution, rate of sale, opportunity gaps and recommended range changes.
distribution review, opportunity gaps, recommendations and example dataAccount managers, category teams and range review stakeholders
New Product Launch Template
Build the first launch sell-in story with customer fit, forecast, support and launch plan.
launch story, forecast, support plan and commercial example dataBuyers, commercial managers and innovation launch teams
Annual Planning Template
Turn the full-year review, targets, investment priorities and quarterly roadmap into one planning deck.
review slides, targets, investment priorities and quarterly roadmapAccount managers, sales leads, commercial finance and customer leadership
Buyer Meeting Planner Template
Prepare the meeting objective, buyer priorities, talking points, objections and follow-up actions.
meeting objective, talking points, objections and follow-up actionsAccount managers, KAMs and customer-facing commercial teams
Category Opportunity Deck
Size a category opportunity with shopper trends, competitor benchmarking and practical recommendations.
opportunity sizing, benchmark view, recommendations and example dataAccount managers, category managers, buyers and commercial leaders
Need generated decks?
Pro turns a brief, template and supporting files into a first-draft PowerPoint and keeps saved deck work in Workspace.