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New Assortment - Planning - Out of the Box Workflows
New Assortment - Planning - Out of the Box Workflows

Overview of Out of the Box Views for Line Building and Metrics Sections on the new Assortment Plan

Updated over 2 weeks ago

Line Building Section

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.

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


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