What it helps you decide
Compare baseline contribution with a funded retail promotion.
Retail promotion planning
Measure promotion profit before funding the discount.
Model a temporary price reduction, scan-down allowance, expected lift, baseline units, retailer participation, fees, and brand COGS.
Excel-readyExport this tool as a downloadable .xlsx spreadsheet.
Start with the example
The values already filled in are a working example—not a recommendation.
- 1Choose the closest starting point.
- 2Replace the example with your real details.
- 3Read the live result and its important limits.
Your numbers
Baseline and promotion
Use the filled example first. Then replace each field with a measured value or your best current estimate.
Step 1Answer one question at a time. Your example values stay available.
Important limit
Volume lift can shift timing instead of creating demand.
Test pantry loading, retailer pass-through, display compliance, baseline selection, post-promotion dip, distributor deductions, unsold inventory, returns, fees, and settlement timing.
About this free pricing, tax & e-commerce tool
How to use the Trade Spend & Scan-Down Planner
Compare baseline contribution with a funded retail promotion. The calculator runs privately in your browser and is designed to make the assumptions behind the answer visible.
What to have ready
Gather current product cost, paid and owner labor, packaging, selling fees, shipping or fulfillment costs, and the price or margin you want to test.
Key inputs: Baseline units for period; Expected unit lift; Normal brand revenue per unit; Brand scan-down allowance per unit; COGS per unit.
How to use the result
Use the result to compare scenarios and find the cost or assumption driving the decision. Recheck the plan with taxes, overhead, returns, and channel terms that apply to you.
Excel spreadsheet export
Download the Trade Spend & Scan-Down Planning Workbook
Use the Trade Spend & Scan-Down Planner in your browser, then export a branded .xlsx financial spreadsheet to compare pricing, cost, margin, and cash scenarios without rebuilding the calculation.
This gives you a portable financial spreadsheet you can save with an order, production record, planning meeting, or pricing review. The workbook keeps the source link and date with the numbers, making it easier to understand where the result came from when you reopen or share it later.
Spreadsheet questions
Using this tool as an Excel workbook
Use the browser calculator for speed, then take the result into the spreadsheet workflow that fits your business.
Can I export the Trade Spend & Scan-Down Planner to Excel?
Yes. Enter your information, review the live result, and select Export to Excel. Batch Scale creates a branded .xlsx workbook with your inputs and the result shown by the tool.
What is included in the Trade Spend & Scan-Down Planning Workbook?
The workbook includes a Tool Result sheet, an Inputs sheet, the original calculator link, and the date generated. When a supported calculator has an Excel formula profile, its result cells remain connected to the editable input cells.
Can I use the spreadsheet in Google Sheets?
You can import the .xlsx workbook into Google Sheets. Because spreadsheet applications sometimes interpret formulas and formatting differently, confirm any important result after importing—especially before using it for pricing, safety, compliance, or production.
Is the Excel download free?
Yes. The calculator and workbook are free. The first Excel export on a device asks for your email and permission to receive occasional practical Batch Scale resources. Once captured, later tool exports on that device download directly.
Ready for the connected version?
Turn the calculation into a repeatable workflow.
Batch Scale connects recipes, materials, costs, inventory, production, sales, and your storefront in one workspace.