TM Assigning investment roles
The TM Assigning Investment Roles tool is built to give Trade Marketing leaders a structured way to translate customer scoring into clear investment roles — Strategic Partner, Growth Partner, Managed Account, or Cost Control.
Outlet Compliance Scorecard – Key Areas
The Outlet Compliance Scorecard is built to give Trade Marketing and commercial teams a structured, defensible way to score outlet compliance across key in-store execution areas. drive corrective field action.
Sample integrated business P&L with Trade Marketing
The Integrated Business P&L with Trade Marketing is built to give commercial and finance leaders a clear view of where Trade Marketing investment actually sits inside the business P&L — and how every dollar of TM spend links to Net Sales, Gross Profit, and Operating Profit.
JBP Waterfall Chart
The JBP Waterfall Chart is built to give Trade Marketing and commercial teams a structured, defensible way to waterfall breakdown showing how the jbp moves from baseline revenue to target revenue.
Trade Marketing Workforce Planning Worksheet
The Trade Marketing Workforce Planning tool is built to give Trade Marketing and HR leaders a structured way to size the field force from first principles — outlets, focus percentage, calls per day, working days per month.
Investment Framework
The Investment Framework is built to give Trade Marketing and commercial teams a structured, defensible way to allocate trade investment across customers, channels, and activities using a structured framework.
Listing Payback Calculator
The Listing Payback Calculator is built to give Trade Marketing and Commercial teams a clear, fact-based answer to a deceptively simple question: how long will it take to recover the money we are about to put behind a new listing?
11-JBP KPI Dashboard
The JBP KPI Dashboard is built to give Trade Marketing and commercial teams a structured, defensible way to live dashboard for the 11 most important jbp kpis — monthly tracking.
White Space Tracker
The White Space Tracker is built to give Trade Marketing and Category teams a disciplined way to identify, score and prioritise the gaps in their range. It converts vague ‘white space’ conversations into a ranked, decision-ready opportunity list.
SKU Growth Potential Scoring Dashboard
The SKU Growth Potential Scoring Dashboard is built to give Trade Marketing, Category and Innovation teams a disciplined way to evaluate every candidate SKU against the growth levers retailers actually care about.