Resources
The documents and workbooks, free to take away
Drafting templates you can adapt, and spreadsheets with the formulas left in so you can see how each number is reached. No signup, no email wall.
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Agreement templates
Ten annotated drafting templates for trade schemes, rebates and allowances, plus the workbooks that go with them — free to download.
Or run the numbers in the browser
Rebate accrual estimator
Estimate the scheme liability to provision for, from your own purchase or sales base.
PTR / PTS calculator
Work back from MRP to price-to-retailer and price-to-stockist, after GST.
Scheme leakage calculator
Estimate what your trade-promotion and scheme budget loses to leakage each year.
Claims working-capital calculator
Estimate the cash tied up in slow-settling claims, and what a faster cycle frees.