Business Budget Plans

The Business Budget Plans is built to give commercial and finance teams a structured, disciplined way to build the integrated business budget — revenue, gross margin, marketing, trade, overhead, operating profit.

Trade Marketing Customer Selection Criteria

The Customer Selection Criteria tool is built to give Trade Marketing teams a structured filter to decide which customers make the cut for focused investment, and which do not.

Key Account Management Sales History

The KAM Sales History is built to give KAM and sales planning teams a structured, disciplined way to capture and analyse sales history by key account — trend, mix, growth, decline.

Key Account Management P&L

The Key Account P&L is built to give KAM and finance teams a structured, disciplined way to build a P&L for any key account — revenue, margin, trade investment, cost-to-serve, account profit.

Key Account Strartegic Planning Customer Role Importance

The KAM Strategic Planning — Customer Role Importance is built to give KAM and commercial teams a structured, disciplined way to define the strategic role each customer plays — volume driver, profit pool, image account, innovation partner, defensive position.

KAM Customer Profitability

The KAM Customer Profitability is built to give KAM and finance teams a structured, disciplined way to detailed customer profitability assessment — net margin, trade investment ROI, cost-to-serve, deductions.