All resources

Commercial planning tools for retail supplier teams

Choose the right tool for the job: build a promo ROI plan, run a quick commercial calculation, or create a buyer-ready presentation.

Resources overview: Commercial planning resources and workflow cards overview. — Product visualResources overviewCommercial planning resources and workflow cards overview.

Product areas

Need a number, ROI plan or customer deck?

Use Calculators for fast maths, the ROI Tool for promotion return planning, and Presentations for buyer-ready and internal sign-off outputs.

View free calculators Open ROI Tool Open presentations

Resources

Planning tools

Turn account knowledge into structured plans for customers, internal reviews and joint growth conversations.

Planning

Account Plan Generator

Turn account notes into a clearer plan with opportunities, risks, strategy and 30/60/90 actions.

Open tool

Planning

Joint Business Plan Builder

Draft a practical JBP structure with growth pillars, activation, investment and success measures.

Open tool

Resources

Meeting/review tools

Prepare buyer conversations and customer reviews with clearer sections, sharper asks and copy-ready outputs.

Planning

Buyer Meeting Prep Tool

Turn a buyer challenge, commercial ask and benefit story into meeting notes you can use.

Open tool

Template

Customer Review Template

Create a customer review narrative covering performance, wins, misses, asks and next actions.

Open tool

Commercial judgement matters

These tools are planning aids for commercial teams. Use them to structure the conversation, then validate the numbers, assumptions, customer context and approval rules before making commitments.

Pro

Saved scenarios and deck-ready outputs for deeper work.

The free tools give quick answers. Pro supports repeatable work: import or paste Excel data, compare scenarios, save plans, use deck builders, export spreadsheet summaries and create fuller meeting-ready write-ups.