Portager gives the structure to build plans that actually get delivered.
Built for retail merchants navigating Category Line Reviews and Joint Business Planning with the structure and data to negotiate with confidence.
Misaligned data, outdated spreadsheets, and disputed baselines turn collaborative planning sessions into administrative overhead. The conversation that should drive growth gets stuck on last year's numbers.
What changes when your team has the right platform.
FEWER HANDOFFS
Planning, negotiation, and tracking in one workflow & clear responsibility
Portager reduces the back-and-forth between merchants, finance, category teams, and vendors by keeping JBP inputs, assumptions, approvals, and updates connected in one process.
BETTER TRADEOFF DECISIONS
See the impact before commitments are made
Teams can evaluate how changes to sales, margin, funding, assortment, and vendor commitments affect the total plan, making it easier to negotiate with confidence and prioritize the moves that matter most.
PLANS THAT STAY ALIVE
From annual agreement to in-season action
Portager keeps the JBP from becoming a static document. Teams can revisit performance, surface risks, document decisions, and adjust the plan as the business changes throughout the year.
Track performance against agreed targets in real time. See where the plan is on track, where it's drifting, and what needs to be addressed before the next meeting - without pulling numbers from three different spreadsheets.
Built on deep retail expertise for how a JBP should work, Portager shifts the conversation away from a one-time annual negotiation into an actual Joint Business Plan. By connecting both sides to a shared data view, every number in the room is the same number. Works alongside your existing systems via API or direct file upload - no IT project or integration required.
Portager handles the financial modeling and tracking - meetings are spent making decisions, not reconciling data.
Build a joint annual plan with shared financial baselines, targets, and assumptions - both sides working from the same numbers from day one.
Run financial scenarios together, stress-test assumptions, and agree on what success looks like before commitments are made.
Monitor performance against the plan throughout the year, with full visibility for both sides - no surprises, no disputed numbers at the next meeting.
Close each cycle with a documented record of what was planned, what was delivered, and what the next plan should be built on.
JBP works when both sides are invested in the outcome. Portager gives vendors full visibility into the shared plan, tracks commitments on both sides, and makes every review meeting a conversation about growth - not a reconciliation exercise.
If you'd like to explore whether Portager is the right fit for your organisation, reach out and we'll take it from there.
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