Hindsighting Section
Hindsight
A consolidation of each Choice’s past performance—raw vs. cleansed. Used to see how data-cleaning transforms sales and rate-of-sale (ROS) inputs for marginal-return modeling.
Data Set: Use hindsight and rationalization scenario criteria and assortment creation criteria.
Line Building Section
Toolio - Markdown Planning
Used to plan first markdown, second markdown, and clearance markdowns. Planning inputs include Markdown Week, After Weeks, Lift %, and Markdown %.
Data Set: Use assortment's default time-frame.
Metrics Section
Toolio - Plan Results
Results of the generated plan by month. Includes all the key metrics from inventory, to ST% to margin and returns.
Data Set: Use assortment's default time-frame
Toolio - Plan Results Condensed
Condensed version of the generated plan with a focus on metrics in units and margin.
Data Set: Use assortment's default time-frame
Toolio - Core Results
A by weekly view into core products with a focus on sales, inventory and receipts by units, along with margin. It provides a good basis to sanity check the forecast against last year's sales numbers.
Data Set: Select Last 4 Weeks + Next 13 Weeks
Toolio - Original vs Retrend
Used to see how the System forecast has been adjusted using recent sales data. It helps understand how In-Season Retrend is working.
Data Set: Select Last 4 Weeks + Next 13 Weeks
This view is best used in conjunctions with the data visualization capability. It provides insight into what the original forecast of the system was based on the user inputs, and what the updated forecast is based on how the data has been actualizing.
Toolio - Hindsight
Used to get a quick read on the performance of a choice (or a group of choices) broken down by cluster. You can see trends on sales, margin, ST% and WOS. Includes variants to Act/Plan LY - remove the variant if the choice is net new.
Data Set: Select Last 4 Weeks or Last 13 Weeks to see historical performance.
Because this report leverages historical data, make sure to adjust the timeframe on the Metrics View to look at time in the past
Toolio - Adjusted vs System Condensed
Used to see compare they system forecast and the % variation of the adjustments
Data Set: Use assortment's default time-frame
Toolio - Markdown Planning
Used to view the following at the week level: MD vs FP sales, inventory devaluation, and AUR.
Data Set: Use assortments default time-frame at the weekly level
Toolio - Bookings vs Sales
Used to compare sales plans against the Bookings Units and Ticket to understand if their is risk to sales forecasts vs what has been pre-booked. Compare the Bookings Fill Rate to further understand if the sales are achievable.
Data Set: Use assortment's default time-frame








