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 for UK, US, European or international customer work.

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. Currency, tax and market assumptions can be adjusted for different commercial contexts.

Resources

Planning tools

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

Buyer Meeting Planner

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

Open tool

Account Plan Generator

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

Open tool

Joint Business Plan Builder

Build a practical JBP workflow with growth pillars, activation, investment, success measures, deck output and a tracker.

Open tool

Resources

Meeting/review tools

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

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.