Overview
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.
Navigation
To access reporting, go to the Assortment Plan section in the top navigation bar and select Reporting.
Out-of-the-Box Views
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.
AP <> MP Reconciliation
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.
FAQs
How do I exclude markdown sales in Assortment Plan reporting?
To report on Full Price (non-markdown) sales, simply use the Gross Sales FP Units/Retail/Cost metric in your view.
Open your Assortment Plan report.
Add the metric Gross Sales FP Units.
Use this metric to analyze Full Price sales.
That’s it — no additional filtering is needed.
What is the difference between Plan and Plan - System in Reporting?
In Assortment Plan Reporting, metrics are available in two variants: Plan and Plan - System.
Plan — This is the same value as Plan - Adjusted from the Line Planning section. It reflects the editable version of the plan that drives downstream calculations (such as receipts). If you have not made any manual adjustments in Line Planning and have not locked the forecast, Plan will match Plan - System.
Plan - System — The system-calculated value generated by functions like Forecast or Receipt Generation, before any manual edits.
Note: Plan - Adjusted does not appear as a variant in Reporting. If you are looking for the adjusted value, select Plan — it is the same thing.
For more details on how System and Adjusted metrics work in Line Planning, see Metrics Management - System vs Adjusted.