Sales Growth Toolkit

Key Account Plan

Everything about a key account on one overview, fed by a single Sales Data tab.

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How it works

Type last year's and this year's monthly sales by product group into one Sales Data tab. It feeds a single Key Account Overview, so everything updates from one place.

Key Account Overview

  • Sales vs previous year, year to date and gap to target
  • Total Sales Rebate and Additional or Product Focused Rebate tracking, with the Combined Total Rebate
  • Monthly and product-line charts, including a pie of product % mix and YTD vs the same period last year
  • Account profile, PAM vs competitors and an attractiveness index
  • Key contacts and an org chart coloured red, amber and green for detractor, ambivalent and supporter
  • A monthly 1–5 relationship barometer with trend
  • A call planner for visits and calls with planned, booked and actual dates and automatic status
Coming soon

£49

One-off payment. Excel workbook with blank and demo versions.

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A free demo version is available on request.

Inside the workbook

Monthly sales vs last year, product % mix pie and year to date vs same period last year
Monthly sales vs last year, product % mix pie and year to date vs same period last year
Key contacts and organisation chart coloured by stance: green supporter, amber ambivalent, red detractor
Key contacts and organisation chart coloured by stance: green supporter, amber ambivalent, red detractor
Monthly 1–5 relationship barometer with trend
Monthly 1–5 relationship barometer with trend
Call planner with planned, booked and actual dates and automatic status
Call planner with planned, booked and actual dates and automatic status
Account summary with Total Sales Rebate, Additional or Product Focused Rebate and Combined Total Rebate tracking
Account summary with Total Sales Rebate, Additional or Product Focused Rebate and Combined Total Rebate tracking