Upload CSV columns such as product, sales, prior_sales, units, prior_units and margin_percent.
Copy-ready output
Use this as a commercial planning guide only. Validate numbers before making customer commitments.
Account overview
Account: Add the current performance narrative. No actual sales data uploaded yet; validate priorities against customer scorecard before sharing.
Commercial objective
Add the commercial objective.
Opportunity summary
Add the biggest growth opportunity.
Risk summary
Add the biggest account risk.
Commercial strategy
Prioritise Add the priority products or ranges.. Focus investment on actions that improve rate of sale, distribution quality and margin. Required support: Add the investment and support needed.
Resource and ownership
Add owners and roles.
30/60/90 day plan
- 30 days: validate numbers and align internal owners.
- 60 days: present recommendation and secure customer agreement.
- 90 days: review execution and scale what works. Next action: Add the next commercial action.
Internal support needed
Pricing guardrails, trade spend envelope, supply readiness, category evidence and senior sponsorship.
Review cadence
Weekly internal action check, monthly customer trading review and quarterly strategic review.
Watch-outs
- Add real sales, margin, distribution and customer context before sharing externally.
- Use the output as a structured first draft, not a final approved recommendation.