Retail Clarity Decision Tools™ for CPG Brands

When the margin for error gets smaller, clarity becomes your competitive advantage.

Custom retail analytics, Excel dashboards, scorecards, and reporting tools that help CPG teams turn messy sales, promotion, deduction, distribution, and category data into clearer growth decisions.

Most dashboards show what happened. The right decision tool helps you see what to do next.

See Example Tools Below

If you came here from Episode 329 or the LinkedIn newsletter, this is the practical next step.

The margin for error got smaller.

That means your reports need to do more than show what happened.

They need to help your team understand what it means, what influenced it, and what to do next.

That is what Retail Clarity Decision Tools™ are built to do.

Use this if:

Your team has reports but still debates what to fix first.

Your promotion, deduction, distribution, or broker data is scattered across different files.

Your dashboards show activity but do not reveal the next best decision.

Your category view does not reflect how shoppers actually compare products.

Your sales story needs clearer evidence for retailers, brokers, investors, or internal teams.

You do not need another generic spreadsheet.

You need a decision tool built around the question your team is trying to answer.

Send me what you are trying to understand.

Built From Real Retail Decision-Making — Not Generic Spreadsheet Work

I have been building retail decision tools since the early years of category management.

Back then, dashboard reporting did not exist the way it does today.

Retailers still needed a consistent way to evaluate category performance, distribution, assortment, promotion results, shopper behavior, and competitive opportunity.

So I built tools.

Some were internal dashboards.

Some became retailer-facing templates.

Some helped brands prepare for category reviews.

Some helped natural products brands and retailers identify store-level and retailer-level distribution opportunities more clearly.

The important lesson never changed:

A report should be the starting point.

Not the strategy.

Retail Clarity Decision Tools™ are built around the decision your team needs to make — not just the data you happen to have.

This work is rooted in category management, shopper strategy, retailer reporting, broker accountability, trade promotion, deduction prevention, and natural products data tools — including the original SPINS Distribution Tracker and related reporting suite that I created.

Templates were meant to create consistency.

They were never meant to replace thinking.

Then:

Too many brands treat the template as the strategy. This is their achilles heal. 

They populate the report, submit the deck, and move on.

But the real value comes from asking better questions:

What changed?

Why did it change?

What influenced it?

Where is the opportunity?

What should we do next?

Watch the 5-minute Decision Tools walkthrough

A quick look at how messy retail data can become a practical tool your team can understand, present, and act on.

Prefer to scan first? See example tools below.

Selected outcomes from similar work:

  • Helped identify and close $25MM+ in strategic distribution gaps in 8 months
  • Helped clarify product, pack, flavor, retailer, and launch priorities for a major growth platform
  • Helped evaluate, identify and quantify opportunity for new innovation and optimized launch strategy
  • Helped measure promotional effectiveness at key retailer resulting in lowered negotiated menus fees
  • Helped identify optimum promotion strategy exploding sales while maximizing promotional spend
  • Built early distribution-tracking and store-level reporting tools used by natural brands
  • Built custom dashboards and reporting tools for CPG brands, retailers, brokers, and data partners

These Are Tools — Not Reports

A report summarizes information.

A Decision Tool helps your team make a better decision.

That distinction matters.

A strong tool should help you see what changed, why it matters, where to focus, and what action should happen next.

That is why the best tools are not just clean spreadsheets.

They are structured around business questions.

Dan is my go to category manager who plays a critical role in all special projects. He is committed to consistently provide timely and accurate results. The unique breath and depth of the projects he works on continually stretch him and push his unique skill set to new levels. He has a real talent for being very innovative using a variety of tools to create value for the entire company. For example, he created from scratch a robust tool that surgically identifies and quantifies distribution opportunities in addition to a variety of reports that quickly enables the company to better understand the drivers of our business and close gaps. Dan has created some of the most transformational and impactful reporting tools I have even seen throughout my career. Performance review excerpt

Craig Hodnett, Founding Board Member Category Management Association, VP Category Management & Strategy, Simply Good Foods

Craig told me not to call these reports.

He said they were tools.

That distinction stuck because it is exactly the point.

Reports show information.

Tools help teams act.

Daniel was a trusted team player and a committed advocate – passionate about helping natural companies get the most from the SPINS tools and resources. He worked hard and took great pride in establishing himself as a trusted expert in the SPINS reporting tool and databases. He was considered to be one of the top power database users supporting clients needing deep dive in-depth analytic support and training. His contribution included developing several of the reporting tools at SPINS. In addition, he helped train and develop new clients.

Tom Rice, Director, Client Support Services , SPINS, Inc.

Daniel is a very committed and passionate strategic adviser and advocate for companies seeking category management insights and solutions. In the short time we've contracted Dan's services, he has brought significant value to GoMacro and continues to provide guidance and direction to help with our growth objectives. Dan has the keen ability to see things from the 500 ft. level and to bring it down to actionable strategies that help organization grow and compete in a crowded landscape. Besides his strategic business and category management acumen, I find Dan to be passionate, a consummate student & teacher, and a pleasure to work with.

Darian Alioto, Vice President Sales, GoMacro

Why most dashboards fall short

The data is often organized around the source system.

But the decision is usually organized around a business question.

The Retail Clarity lens

Use the four questions:

What happened?

Why did it happen?

What influenced it?

What should happen next?

What I Build:

Examples Include: 

  • Retail sales dashboards
  • White space / distribution gap tools
  • Promotion ROI trackers
  • Deduction trackers
  • Executive sales updates
  • Broker / sales team scorecards
  • Retailer-ready category review outputs
  • Shopper-first category opportunity tools

What makes this different

I have sat in the retailer, grocery management, broker management, manufacturer, consultant, founder, and data-provider seats.

That matters because the tool has to work in the real retail system.

Built For Teams That Need To Act

Most CPG teams do not need another complicated reporting system.

They need a clearer way to decide what to do next.

That might mean identifying which distribution gaps matter most.

It might mean understanding whether a promotion actually created incremental growth.

It might mean finding the root cause behind deductions.

It might mean giving a broker, sales team, investor, or retailer a cleaner view of the opportunity.

The tool should make the decision easier.

That is the standard.

Start With A Decision Tool Review

Most projects start with one question:

What decision are you trying to make that your current reports are not helping you answer?

Send me a short note with:

  • what you are trying to understand
  • what data or reports you currently have
  • what decision you need to make
  • who needs to use the output
  • what deadline or retailer conversation is driving the need

I’ll review it and let you know whether a custom Retail Clarity Decision Tool™ can help.

No Pressure. Schedule a short conversation to review what you are trying to understand, what data you already have, and whether a custom Retail Clarity Decision Tool™ makes sense.

Most calls do not need the full hour, but I leave enough time to understand the business question properly. Some brands just need reinsurance choosing the right data to solve their business question. I can help with that too. 

What happens next:

  1. You send me a short note about what you are trying to understand.
  2. I review the business question, available data, and desired output.
  3. If there is a fit, I recommend the right type of tool, scope, timeline, and next step.

Simple. Low pressure. Professional.

Most projects begin with a focused Decision Tool Review. From there, I can recommend whether you need a simple dashboard, a deeper white space tool, a promotion tracker, a deduction tracker, or a broader Retail Clarity Decision Tool™.

Daniel has been extremely helpful in cleaning up and re-categorizing our data so we can accurately assess our brand's performance and the product categories/segments we are in. Our ability to perform accurate and insightful category management today is directly related to Dan's expertise in data analysis and knowledge of the natural products industry. If you are seeking to understand your market and category dynamics, I strongly recommend Dan as a reliable, thoughtful and well-informed category consultant to assist in developing brand strategies based on real and accurate data/facts.

Stacy Gillespie, Director of Product Marketing, MegaFood

Why this is different:

Most dashboard builders organize data. I build decision tools.

  • Data providers are useful.
  • Broker reports are useful.
  • Retail portals are useful.
  • Canned dashboards are useful.
  • But they are rarely built around your exact strategy, your shopper, your retailer story, or your team’s next decision.

That is not an indictment.

It is the gap.

Built to be maintained by your team:

Every tool is built so your team can keep using it.

That means:

  • clean structure
  • clear tabs
  • simple selectors
  • documented logic where appropriate
  • presentation-ready outputs
  • update-friendly workflow
  • built around the way the team actually works

How a Decision Tool Sprint Works

  1. Clarify the business question
    What decision does the tool need to support?
  2. Review available data
    Sales, distribution, promotion, deduction, retailer, broker, panel, or internal data.
  3. Build the decision logic
    Define the shopper-first view, KPI structure, opportunity ranking, or reporting framework.
  4. Create the tool
    Build the dashboard, selector logic, outputs, reports, and presentation-ready views.
  5. Train your team
    Walk through how to use, update, and apply the tool.
  6. Turn insight into action
    Use the output to support retailer conversations, internal alignment, broker accountability, and growth planning.

FAQ

Is this only for CPG brands?
No. The strongest fit is CPG, natural products, food, beverage, wellness, and consumer products, but the logic applies anywhere retail data needs to become clearer action.

Can this help if my data is messy?
Yes. Messy data is common. The first step is clarifying the decision the tool needs to support.

Do you need access to my syndicated data?
No. Some tools use syndicated data. Others use retailer portals, distributor reports, broker updates, invoices, deduction files, shipment data, or internal sales data. I can work from the approved data exports, reports, or files you provide. The scope depends on the data available and the business question we are solving.

Can my team maintain the tool after it is built?
That is the goal. I build tools so your team can understand, update, and use them after the project is done.

Is this Power BI or Excel?
Most projects start in Excel because it is flexible, familiar, and easier for teams to maintain. Depending on the need, the tool can also support PowerPoint, reporting workflows, or future Power BI integration.

Can you help decide what the dashboard should measure?
Yes. That is usually where the most value is created.

Do you provide the data?
No. I build tools from the approved data exports, reports, and files your team already has access to. The value is in organizing the information around the business question, shopper behavior, retailer needs, and the decisions your team needs to make. I can help you choose the right data for your needs. 

More proof from brands, data partners, and industry leaders

Working with Dan helped our company make decisions about marketing, new product development, new packaging, finances and taking our company to the next level of growth. Specifically, Dan knows everything about products on the shelf, what sells, financial projections, spread sheets, packaging and design and mistakes not to make. Fantastic at data collection and spreadsheets, Dan developed an extensive Cost of Goods spreadsheet that will have lasting value for us so that we know at any given time our true cost of goods sold.

As a mentor, Dan was highly effective in sharing his expertise in so many areas.

We benefited greatly from working with Dan and would recommend him as an excellent advisor, coach, analyst and strategic planner.

Jody Nagel, Founder , Boulder Granola

Dan Lohman was very helpful, providing needed insights and understood business needs. Dan was able to extract information from many sources and development a fact based presentation with a reason of need. He listened and asked questions to understand needs to insure his focus aligns with your goals. Dan was creative in his approach to find hidden data nuggets and put in the time to make it a compelling, and logical solution to meet customers needs.

Mark Runberg, Customer Business Mgr , Kimberly-Clark

I worked with Daniel on several occasions over the last decade and can say that when it comes to understanding data and how to apply it in the CPG world with regards to category management and strategic planning …it would be hard to find anyone more suited than Daniel for whatever position or project you would consider him for. He is incredibly smart, a very good mentor and easy to work with. He deserves your sincere consideration.

Steve Ehli, WhiteWave Foods

I have known Daniel for many years and have been impressed with not only his analytical abilities but the forthright and honest way that he approaches his life and his job. Daniel exhibits a keen insight & understanding of the various components of the grocery & natural/organic business and can offer alternatives to a go to market strategy.

Lonn Whitmill, Division Manager, Pacific Natural Foods

Daniel is a delight to work with. He is extremely knowledgeable about category management and has his finger on the pulse on how to take brands to the next level by telling their story. He is available,helpful and on task to make things happen. His advice is “priceless”. I highly recommend working with him.

Cindy Moran, Eastern Regional Sales Manager, Beanfields

I interacted with Daniel during my seven year tenure with Natural Specialty Sales/Acosta as a Vice President for Client Services. My role entailed working with people in our organization who had a sound level of data and category management. This was a vital asset to the day to day interactions I had with clients on building strategies for sales and distribution growth. Daniel was able to understand the data and offer sound recommendations for opportunities with clients I interacted with. This insight was of great value beyond others who would just access and pull data without any meaning behind it. I relied on Daniel to pull the data I needed and place in a format that could be used for schematic generation, distribution void grouping, pricing analysis (elasticity), and space to sales placement. I also employed Daniel to interact with my clients to guide them through shopper analysis, promotional analysis, category performance (pre- new item) and creating action steps for increasing share in a sub-category.

During my current two year tenure with Aura Cacia, Daniel has been an invaluable asset with my team. Through his liaison with Acosta ( our broker) he has assisted me in scorecard development, diving into underperforming areas, evaluating growth categories, and leveraging assortment options.

Jennifer Ellis, Vice President of Sales , Aura Cacia Brand, Frontier Natural Products

Daniel has a thorough understanding of how the consumer packaged goods industry works, and is simply excellent at taking his clientele to the next level and beyond. He also has advanced technical and teaching skills and was instrumental in helping me learn how to make intricate yet easy-to-use Excel-based tools that allowed our clients to quickly see the most impactful data that would help advance their business. Daniel was always careful to take the time needed to ensure that I had the tools and knowledge needed so as to make our client meetings successful.

Dawn (Mehrens) Suderman, Manager of Business Analytics , SPINS, Inc.

Daniel is an outstanding thought leader and builder of key strategic insights for businesses. His 20+ years of experience in category management and brand building makes him a real asset to any business. He also has experience in companies, big and small, and across many consumer categories making him incredibly insightful and flexible. I highly recommend Daniel to any business!

Doug Radi, SVP of Marketing and Conventional Channel Sales, Rudis Organic Bakery

Dan Lohman is a strong contributor to SPINS and our business partners. He is a capable manager who works effectively with our broker partners and our manufacturing clients. Dan has a tremendous amount of insight into SPINS data and the state of the Natural/Organic Industry. His energy is boundless and he is a great person to work with.

Steven Wangler, Senior Vice President , SPINS, Inc

Dan is extremely very intelligent and has an extensive understanding of the retail industry. His thorough insight and progressive knowledge of the supermarket/natural industry was extremely critical in our ability to design and develop a complete Customer insight Business intelligence System(CBS), that helps retailers to gain insight on their customers shopping baskets in real time. Most importantly, his passion and drive to succeed in every aspect of the project was evident as we partnered to develop a comprehensive product. I would highly endorse and recommend Dan to any retailer willingly to develop winning strategies that lead to bottom line improvements.

Victor Andedo, President and Owner , Linque Marketing Inc

Dan is a guru in the CPG space. How fortunate of us to have had the privilege to work with such a knowledgeable and friendly person as Dan. Through his guidance, our present Category Management model at Good Luck Chuck has been honed and refined. Thanks to Dan, we have gained the confidence and resources for a successful launch and the ongoing experience for continued success.

Aaron Ekalo, Founder And Ceo, Good Luck Chuck LLC

Daniel is a dedicated, collaborative, strategic thinker and a visionary person. With the analytical work that Daniel provided for me while I was a Key Account Manager at Kimberly-Clark helped grow my accounts business by 8%. He was always willing to help, very detailed, did whatever it took to get the job done and his fact based projects and presentations were easy to understand, organized and accurate. Daniel is a high integrity person and has the highest work ethic.

Beth Phillips, Key Account Manager , Kimberly-Clark

Dan is a very proactive and strategic thinker with solid Category Management and analytical skills. He was an asset to the team in terms of his ability to mine and analyze data, and to present information in a relevant and impactful way. – I found Dan to be a strong team player, always willing to commit the time and effort necessary to accomplish tasks and exceed expectations.

Scott Link, Corporate Business Manager , Kimberly-Clark

I worked with Dan Lohman at Kimberly-Clark, Inc. We worked in Category Management together from 1998 through mid 2006. During that time I was able to observe Dan's knowledge of Category Management and attest to his sound understanding and expertise in this area. Some specific understandings and skills, I observed Dan to utilize were as follows:

Dan demonstrated he knew the benefits of Category Management by assisting his retailers lift sales, increase product margin, reduce inventory, use a strategic, fact-based approach to the business, and increase consumer satisfaction and loyalty.

He is capable of utilizing the Category Management model. He understands how to work with the retailer to gain knowledge of their overall retailer strategy e.g. corporate mission statement, competitive strategy by format/channel/region, pricing, assortment & promotion.

He is capable of finding out how they define their categories and roles. Dan can quickly assess and assist the retailer in developing their category plan by determining how a particular category is doing in the market? What tactics will help achieve the overall category strategy and objectives? Or how to track their results vs. targets in the category on an ongoing basis.

Once the category plan was developed, Dan demonstrated a strong ability to assist his retailer's implement the plan. Dan would ensure the category plan was aligned to the retailer's overall strategies, that the measures put into place were agreed to internally, and that the plan would attain the category objectives. He would help define the resources required to implement the plan and ensure that the plan was communicated to all those affected.

Dan understands assortment strategies by category and item, consumer/shopper focused strategies, category definition and segmentation, data analysis, category assessment, sales fundamentals and supplier shipment data.

Dan had a strong command of Excel, PowerPoint, Word, Spaceman and Apollo. He often times would be called upon to train his peers. He was the go to guy when his associates had questions. He is a true team player with strong interpersonal skills.

K-C recognized Dan's talents and abilities and on many occasions would post his presentations internally to show examples of best practice presentations. K-C management would often call upon Dan's expertise to assess current market trends and conditions.

It is with profound respect that I submit Dan Lohman as one who is well versed in Category Management and strongly submit my recommendation regarding his abilities and skills in this area.

Jon Jensen, Senior Category Manager , Kimberly-Clark