Bring a current unit list with open dates, the periods you need compared, and the decision the pack must support — coaching, royalty discussion, or expansion. That single sentence prevents a report that answers last year’s question.
Export POS and royalty files before the call. Name them with unit and period, not “final_v7”. Confirm who can answer exclusivity questions if territory maps will appear.
Sixty focused minutes beats a half-day tour of every chart type. Our reporting process page shows what happens after kickoff.