Toolio's Assortment Plan module provides powerful reporting capabilities to analyze assortments across product and time hierarchies. It also facilitates reconciliation between the Assortment Plan and the Merchandise Plan, ensuring alignment between top-down and bottom-up planning.

This article outlines these capabilities.

To access reporting, go to the Assortment Plan section in the top navigation bar and select Reporting.

Toolio offers a variety of pre-built views and reports to help you streamline your workflows. You can explore an overview of these views here.

To reconcile the Assortment Plan with the Merchandise Plan, select Reconcile Merchandise Plan in the Scenario Selector. You can then choose the specific Merchandise Plan scenario to reconcile against.

Once you select Reconcile Merchandise Plan, you will start seeing the rollup metrics from Merchandise Plan layered against your rollup from the Assortment Plan, and start seeing the % Variance between the two different plans.

You might also want to visualize the delta between the two plans, so that you can see how over/under-assorted you might be based on the top down plans. Once you spot the delta between the top-down and bottom-up plans, if the delta is big enough, you will likely want to adjust either the top-down plans or the bottom-up plans. Please see below as an example.