Traditional Trade ROI Calculator
The Traditional Trade ROI Calculator is built to give Trade Marketing and commercial teams a structured, defensible way to calculate roi on traditional trade investment — promo, distribution, visibility, or coverage spend.
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.
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.
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.
Profitability vs Opportunity Matrix
The Profitability versus Opportunity Matrix is built to give Trade Marketing and Commercial leaders a structured way to plot every key customer on two axes — current profitability and future opportunity — and assign each to a clear quadrant.
Territory Management Staff Planner using P&L
The Territory Management Staff Planner with P&L is built to give field force and finance teams a structured, disciplined way to pair territory design with a P&L view — for each territory, the cost of the field force versus the revenue and margin it delivers.
TM Financial Expenses Control and Ownership Matrix
TM expense authority is often unclear — leaving expense decisions floating between functions and slowing down activation.
EBIT Calculation
Trade Marketing teams often partner with Finance without sharing the same calculation framework for EBIT — leading to investment cases that don’t survive financial scrutiny.
TM Investments Plan
Trade Marketing investment plans often aggregate at brand or channel level without the activity-level granularity finance and execution actually need.
Industry Margins
Trade Marketing and Pricing teams often debate margin choices without a clear view of the margin structure across the value chain — leading to decisions that look right at one layer but are wrong end to end.