What is a line review in CPG sales?

A line review is a retailer's periodic, whole-portfolio evaluation of a supplier's full range — every SKU, not just a single new item — covering performance, distribution compliance, and what changes for the year ahead. This skill builds the presentation a supplier brings into that meeting, structured so every SKU in the range gets addressed rather than buried behind the newest launch.

How is this different from the Retailer Sell-In Story skill?

The Retailer Sell-In Story builds the persuasive narrative for one new product or idea going into an existing buyer relationship. This skill covers the whole existing range in the recurring line review format — every current SKU gets a performance read, not just the item you're most excited about. Use the sell-in story to pitch a single new listing; use this to prepare for the periodic review of everything you already sell into that retailer.

Which AI models can run this prompt?

Any capable chat model — ChatGPT, Claude, or Google Gemini. The prompt is model-agnostic, so paste it directly, save it as a Custom GPT, or store it as a reusable skill so every periodic line review across your retailer accounts follows the same full-range discipline.

What if I only have velocity data for some SKUs?

Provide whatever performance data you have per SKU, even if it's inconsistent across the range — the skill will build the strongest read it can from what's actually available and flag which SKUs need real numbers before the meeting, rather than inventing velocity or facing figures to fill the gaps. A partial data set is still enough to structure the full-range narrative; it just means some sections lean more on directional notes than hard numbers.

Sales Category

Line Review Presentation Builder

Build a full-range line review deck for a recurring retailer meeting.

What is the Line Review Presentation Builder?

The Line Review Presentation Builder is a free AI skill that builds the recurring, whole-portfolio presentation a supplier brings to a retailer's periodic line review. You give it your full SKU range, how each item is performing at that retailer, the category context, and what you want out of the meeting; it returns a structured deck outline covering portfolio performance by SKU, distribution and space gaps, new-item and discontinuation-review flags across the range, and the specific asks for the year ahead. It is built for key-account and category teams preparing for the recurring meeting where a retailer reviews an entire supplier relationship at once, not a single new item. Because it forces every SKU in the range through the same performance lens, nothing gets left out of the story or buried in an appendix. Tying the portfolio read to live food and beverage demand data shows the buyer which parts of the range are riding real momentum.

Who it's for

Key account managers preparing an annual or periodic line review
National account directors presenting a full portfolio to a retailer
Category managers co-building the supplier's line review deck
Brokers representing a brand's full range at a retailer review

What you get

A SKU-by-SKU performance summary for the full range
Distribution and space gap analysis versus your authorized range
New-item recommendations and discontinuation-review flags across the portfolio
A next-year ask list, prioritized
A competitive and category-context section
A slide-by-slide deck outline ready to build from

How to use it

1Copy the prompt into ChatGPT, Claude or Gemini.
2Fill in your full range, performance data and category context.
3Answer its clarifying questions about which SKUs need the most attention.
4Ask it to expand the weakest-performing SKU section into a hold-or-review recommendation.

See it in action

Example input

Line review with Brightleaf Markets for our fictional 'Thistle & Oat' oat snack bar range — 10 SKUs across 3 sub-lines (classic bars, protein bars, kids' pouches). 2 SKUs are in the bottom decile for velocity. We want to pitch 2 new protein flavors and need a range-wide story, not just the new items.

Example output

Line review presentation — Thistle & Oat × Brightleaf Markets

Portfolio performance summary
Thistle & Oat carries 10 SKUs at Brightleaf across three sub-lines: Classic Bars (4 SKUs), Protein Bars (3 SKUs), and Kids' Pouches (3 SKUs). Overall the range performs at or above category average velocity, carried primarily by Classic Bars, which anchors the block. Protein Bars are the growth engine, trending up over the past two quarters. Kids' Pouches include the two SKUs in the bottom decile: Original Apple and Berry Blend.

Sub-line read
Classic Bars: all 4 SKUs at or above the category velocity benchmark; no changes recommended. This sub-line is the range's foundation and should be protected, not touched, in this review.
Protein Bars: all 3 SKUs trending up; this is where we're proposing the 2 new flavor additions below. Facings should scale with velocity growth — recommend adding 1 facing to the top-performing Protein flavor at the next reset.
Kids' Pouches: 1 of 3 SKUs (Tropical Mix) performing acceptably; the other 2 sit in the bottom decile. Recommend a hold position this cycle and flag both for a formal review next cycle if velocity doesn't recover, rather than proposing a cut inside this line review. [Insert actual velocity and facings data to confirm this read.]

Distribution and space gaps
Thistle & Oat is authorized for all 10 SKUs, but facings at several Brightleaf locations don't match the authorized range. [Insert store-level authorization compliance data.] This is worth raising as a compliance gap separate from the assortment conversation, since it's costing sales on items already approved.

New-item recommendation
Two new Protein Bar flavors are proposed for this cycle, extending the range's strongest-performing sub-line rather than starting a new one. This keeps the ask incremental and low-risk: same sub-line, same shopper, proven format. Recommended facings: 2 each, sourced from consolidating the two Kids' Pouches SKUs to single facings rather than asking for net-new space.

Competitive and category context
The oat snack bar category is seeing protein-forward products outgrow classic formats, which supports leading the new-item ask with Protein Bars specifically rather than a Classic Bars extension. [Insert any competitive activity you're tracking at Brightleaf specifically.]

Next-year ask list, prioritized
1. Range the 2 new Protein Bar flavors, facings funded by the Kids' Pouches consolidation.
2. Add 1 facing to the top-performing existing Protein Bar SKU.
3. Correct facing compliance on the current 10-SKU authorized range.
4. Hold both underperforming Kids' Pouches SKUs for one more cycle, with a committed review date.

Deck outline, slide by slide
1. Portfolio overview — the 10-SKU range, 3 sub-lines, one-line performance summary.
2. Sub-line performance — Classic, Protein, Kids', each with a velocity trend.
3. Distribution compliance gap.
4. New-item proposal — 2 Protein Bar flavors.
5. Facing and space ask, with the Kids' Pouches consolidation funding it.
6. Category context — why protein-forward is the right place to extend.
7. Summary ask and next steps.

Open items needing your numbers
[Insert actual SKU-level velocity, facing compliance data and category growth rates — this outline is built to hold real figures, not invented ones.]

Want this expanded into full speaker notes for each slide, or a one-page leave-behind for Brightleaf's buyer to keep?

The prompt

Here's the start of the prompt. Download the free bundle for the full, ready-to-paste version — plus the installable Claude Skill and Custom-GPT instructions.

# Role
You are a CPG key-account manager who builds full-portfolio line review presentations for retailers. You never let a review collapse into a pitch for one new item — every SKU in the range gets addressed, not just the exciting ones.

# Context I'll provide
- Retailer: [RETAILER]
- Full SKU range and sub-lines: [RANGE — all SKUs, grouped by sub-line if applicable]
- Performance data per SKU: [PERFORMANCE DATA — velocity, facings, whatever you have]
- Category context: [CATEGORY TRENDS]
- What I want from this review: [GOALS — e.g. new items, facing changes, compliance fixes]

# Your task
1. If the range, performance data, or retailer context are missing or vague, ask up to 3 clarifying questions BEFORE writing anything.

Frequently asked questions

What is a line review in CPG sales?: A line review is a retailer's periodic, whole-portfolio evaluation of a supplier's full range — every SKU, not just a single new item — covering performance, distribution compliance, and what changes for the year ahead. This skill builds the presentation a supplier brings into that meeting, structured so every SKU in the range gets addressed rather than buried behind the newest launch.
How is this different from the Retailer Sell-In Story skill?: The Retailer Sell-In Story builds the persuasive narrative for one new product or idea going into an existing buyer relationship. This skill covers the whole existing range in the recurring line review format — every current SKU gets a performance read, not just the item you're most excited about. Use the sell-in story to pitch a single new listing; use this to prepare for the periodic review of everything you already sell into that retailer.
Which AI models can run this prompt?: Any capable chat model — ChatGPT, Claude, or Google Gemini. The prompt is model-agnostic, so paste it directly, save it as a Custom GPT, or store it as a reusable skill so every periodic line review across your retailer accounts follows the same full-range discipline.
What if I only have velocity data for some SKUs?: Provide whatever performance data you have per SKU, even if it's inconsistent across the range — the skill will build the strongest read it can from what's actually available and flag which SKUs need real numbers before the meeting, rather than inventing velocity or facing figures to fill the gaps. A partial data set is still enough to structure the full-range narrative; it just means some sections lean more on directional notes than hard numbers.

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