FOR CPG FOUNDERS & PROFESSIONALS
Retail Unit Economics
FREEFind your shelf price and contribution margin. Then plan a launch with a 12-month P&L, cash flow, and inventory forecast.
Excel + PDF exports
DTC Unit Economics
FREESee your margin after shipping, fees, and CAC. Then estimate repeat purchases, customer value, and payback over 12 and 24 months.
Excel + PDF exports
Remit Reconciler FREE
Make sense of distributor payments. Turn KeHE and UNFI remits into an organized check summary, paid invoices, deduction categories, and line-by-line detail.
01 / DROP A REMIT
Drop in a supported KeHE or UNFI remit. We’ll organize the invoice and deduction lines.
Reconcile a remit →Calculators are open to everyone. P&L tools use a free account. No credit card.
Turn purchase orders into ready-to-use data.
Our free converter will automatically read your PDF purchase orders and organize the order details into spreadsheets and import-ready files for your ERP or accounting system. Review the details, then export—built to save hours of manual entry.
Start with the free tool. For connected order workflows and deeper automation, explore Opptx.
Explore Opptx →Explore the other free toolsFREE REMIT RECONCILER
Turn a distributor remit into organized invoices, deduction categories, and check detail.
09/18/2026 · KeHE · Illustrative sample
| Invoice / PO | Date / DC | Amount |
|---|---|---|
| INV90001PO 71001 | 09/01/2026Sample distribution center | $6,000.00 |
| INV90002PO 71002 | 09/01/2026Sample distribution center | $4,000.00 |
| Category | Auto | Review | Total |
|---|---|---|---|
| Discount | $200.00 | — | $200.00 |
| MCBs | — | — | — |
| Scanbacks & Promos | $800.00 | — | $800.00 |
| Shipping & QTY Variances | — | — | — |
| Slotting & Merchandising | — | — | — |
| Spoils & Turnover | $350.00 | — | $350.00 |
| UNFI ClearVue Rebate | — | — | — |
| Repayment/Dispute Won | — | — | — |
| Other | — | $150.00 | $150.00 |
| Marketing expenses These charges are often deducted from remittances but booked as marketing expenses rather than contra-revenue. Confirm the treatment for your business. | |||
| Distributor Marketing | — | — | — |
| Events/Trade Shows | — | — | — |
Auto includes confirmed lines. Review amounts are unconfirmed suggestions.
Excel and PDF include the check summary, invoices, deduction categories, and complete deduction detail. These are review reports, not direct accounting-system imports.
The free retail pricing tool
Build an SRP that can survive the real retail waterfall, or test the shelf price you already have.
Choose the basis in your distributor agreement. Switching keeps your entered percentage and recalculates the price. Channel benchmarks apply markup, not margin.
Enter each deduction as a percent of brand gross sales.
Keep commission at 0 when no broker is involved.
Add any product-related cost that is missing above. It will be shown separately and included in Total COGS.
Free DTC unit economics
See what one order earns after fulfillment and acquisition costs. Model repeat purchases separately in the free-account cohort P&L.
Benchmarks fill processing, refund/reship, and a 30% repeat rate for the break-even check. An enabled first-order discount is also filled. Your price, order size, costs, shipping, and CAC stay under your control.
Refund / reship reserve = entered % × (collected revenue + COGS + outbound shipping + handling). This combined reserve budgets both lost revenue and replacement costs; it is not simply a refund % of sales.
Enter your known or estimated cost to acquire one new customer—not your monthly marketing budget. Include ads and other acquisition costs in this one amount. We deduct it once from the first order. Leaving $0.00 assumes acquisition is free.
Want to plan monthly acquisition spending and customer growth? Continue in the DTC Cohort P&L with a free account.
Add any product-related cost that is missing above. It will be shown separately and included in Total COGS.
Add your price and units per order to begin. First-order break-even CAC is the most you can spend on acquisition without a first-order contribution loss.
Add your price, order size, and acquisition assumptions to run this check.
Assumes the same basket and delivery costs on repeats, without the first-order discount or another CAC charge. It does not predict whether buyers will return often enough. Other overhead, financing costs, and taxes are excluded.
The CPG reference desk
Start with a directional range, inspect the source, then replace the benchmark with the terms your business actually has.
Common online-card planning rate; replace it with your processor agreement.
Directional food and beverage reserve for refunds, damage, and replacement shipments.
Optional acquisition offer; it is never applied unless the user turns it on.
Share of first-time customers expected to place a second order.
Share of customers who order again after completing their second order.
Directional replenishment interval for repeat-order planning.
Default planning midpoint: 35%.
Default planning midpoint: 45%.
Default planning midpoint: 12%.
Default planning midpoint: 45%.
Default planning midpoint: 50%, with dead-net trade assumptions.
Default planning midpoint: cost +8%.
Default planning midpoint: cost +30%.
Default planning midpoint: 20% of brand gross sales.
Default planning assumption: 2%.
Default planning assumption: 2%.
Default planning midpoint: 5%. Select gross sales or net revenue as the commission basis.
Your free CPG Shop account
Build and export Retail or DTC plans, and save deduction categories for future remittance checks. All with a free account.
A few seconds now saves repeated setup later.
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A CLEARER WAY TO RUN YOUR BUSINESS.
Stop moving the same information from one system to another. Opptx connects finance, operations, automation, and analysis—so the work moves forward, and you see what it means.
Current onboarding cohort full.
Be in the loop for what’s next.
LESS REKEYING. MORE FORWARD MOTION.
DemandBuy planSupplier PO
Customer POSales orderInvoice
RemittanceDeductionsReview
THREE CONNECTED WORKFLOWS
Less manual entry at each handoff.
Review, approval, and exceptions stay with you.
Procure to pay
Turn what you expect to sell into what you need to buy and make.
Connect sales forecasts, inventory, and production needs.
Quantities, timing, and commitments stay in your control.
Approve the plan, then create POs in your connected ERP—without rekeying.
See what arrived, what was billed, and what it means for cash.
A buying decision becomes an operating and financial plan.
Order to cash
Take the customer order forward. Leave the repeat data entry behind.
Bring in order details; review product mappings and stock coverage.
Use approved details in your connected ERP or accounting system.
Carry order details into the release and shipping documents.
Keep fulfillment, receivables, and cash visibility connected.
One order. Connected handoffs. Far less manual entry.
After the invoice
See what was paid, what was deducted, and what needs your attention.
See the amounts and references behind the remittance.
Organize charges into categories instead of reading every line again.
Review discrepancies and potential disputes before taking action.
Use trade, margin, and collection results to inform the next forecast.
The invoice isn’t the end of the story.
NOT JUST FASTER WORK. A CONNECTED BUSINESS.
Demand, production, cash, and performance.
One operating picture—not four disconnected reports.
Add a planned production run. Watch inventory and cash change together.
OPERATIONS / DEMAND & SUPPLY
Bring multi-channel demand, material requirements, production, and inventory into the same plan.
| Supply & demand | W1 | W2 | W3 | W4 |
|---|---|---|---|---|
| Demand | 320 | 360 | 400 | 450 |
| Planned receipts | — | — | 1,500 | — |
| Closing inventory | 1,280 | 920 | 2,020 | 1,570 |
Planned receipt in W3 lifts closing inventory to 2,020 cases.
FINANCE / CASH & RUNWAY
See the financial picture behind the operating plan, with 13-week cash flow, long-term runway planning, and scenarios.
FINANCE / CLOSE CONTROLS
Bring source coverage, invoice completeness, and review exceptions into one close command center.
SELECTED CHECKS
ANALYSIS / PERFORMANCE VS PLAN
Connect actuals, distributor and point-of-sale data, and forecast variance to the questions worth acting on.
A better next question: Did demand change, or did the shipment timing move?
Planned production included: week 4 inventory 1,570 cases; lowest forecast cash $101,000.
FINANCE. OPERATIONS. AUTOMATION. ANALYSIS.
The same operating model supports the next purchase, the next board meeting, and the next stage of growth.
HARBOR FOODS · FICTIONAL BRAND
| Income statement | Jul ’26Actual | Aug ’26Actual | Sep ’26Actual | Oct ’26Forecast | Nov ’26Forecast | Dec ’26Forecast | H2 ’26Combined |
|---|---|---|---|---|---|---|---|
| Retail / wholesale | 180,000 | 200,000 | 220,000 | 250,000 | 290,000 | 330,000 | 1,470,000 |
| DTC | 40,000 | 44,000 | 48,000 | 54,000 | 60,000 | 66,000 | 312,000 |
| Gross revenue | 220,000 | 244,000 | 268,000 | 304,000 | 350,000 | 396,000 | 1,782,000 |
| Trade deductions | (27,000) | (30,000) | (33,000) | (37,500) | (43,500) | (49,500) | (220,500) |
| Net revenue | 193,000 | 214,000 | 235,000 | 266,500 | 306,500 | 346,500 | 1,561,500 |
| Cost of goods sold | (106,150) | (117,700) | (129,250) | (146,575) | (168,575) | (190,575) | (858,825) |
| Gross profit | 86,850 | 96,300 | 105,750 | 119,925 | 137,925 | 155,925 | 702,675 |
| Gross margin | 45.0% | 45.0% | 45.0% | 45.0% | 45.0% | 45.0% | 45.0% |
| Fulfillment & logistics | (13,200) | (14,640) | (16,080) | (18,240) | (21,000) | (23,760) | (106,920) |
| Contribution | 73,650 | 81,660 | 89,670 | 101,685 | 116,925 | 132,165 | 595,755 |
| Operating expenses | |||||||
| Sales & marketing | (28,000) | (29,000) | (30,000) | (32,000) | (34,000) | (36,000) | (189,000) |
| G&A / headcount | (48,000) | (49,000) | (50,000) | (51,000) | (52,000) | (53,000) | (303,000) |
| Total operating expenses | (76,000) | (78,000) | (80,000) | (83,000) | (86,000) | (89,000) | (492,000) |
| EBITDA | (2,350) | 3,660 | 9,670 | 18,685 | 30,925 | 43,165 | 103,755 |
| EBITDA margin | (1.2%) | 1.7% | 4.1% | 7.0% | 10.1% | 12.5% | 6.6% |
| Below EBITDA | |||||||
| Depreciation & amortization | (3,000) | (3,000) | (3,000) | (3,000) | (3,000) | (3,000) | (18,000) |
| Interest expense | (1,500) | (1,500) | (1,500) | (1,500) | (1,500) | (1,500) | (9,000) |
| Income taxes | — | — | (1,034) | (2,837) | (5,285) | (7,733) | (16,889) |
| Net income | (6,850) | (840) | 4,136 | 11,348 | 21,140 | 30,932 | 59,866 |
SEE OPPORTUNITY CLEARLY WITH OPPTX.
Explore what a connected operating system can bring to your brand. Get updates and hear when the next onboarding cohort opens.
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Outsourced solutions
Hands-on support across operations, supply chain, finance, sales, and automation. Find where your business is losing time or money—and get help doing something about it.
Focused projects or ongoing operating support.
Automation, with control
We design workflows that move information between documents, spreadsheets, and your ERP or accounting system. Prepare and validate the work, surface exceptions, and give an operator the final review before anything is submitted or finalized.
Bring the source information into the workflow.
Organize the data, check the details, and flag exceptions.
Your team reviews the work and decides what moves forward.
Move the approved work into its next step or system.
Order entry · Purchase order preparation · Shipping documents · Invoicing · Deductions · Reporting
Where we can help
Bring in focused expertise for one challenge—or connect the pieces across your business.
Operations
Make recurring work, handoffs, and accountability easier to manage.
Supply chain
Plan what you need and manage the partners who help you deliver it.
Finance & analysis
Look beyond top-line sales to the costs, inventory decisions, and cash demands underneath.
Sales
Connect commercial decisions to the operating capacity and economics behind them.
Tell us what’s taking too much time, tying up cash, or getting in the way. We’ll discuss where focused support could help.
We do our best to get back to everyone as quickly as possible.