What is Tooli Insights?
Tooli Insights is a smart analytics capability built into Toolio’s AI Assistant (Tooli) that helps you understand your business performance across time — fast.
It delivers automated, data-driven insights at both category and product levels, pulling from your actuals and plans to answer questions like:
“How did I perform last week?”
“What performed best last month?”
“What do you recommend I do?”
Whether it’s last week, this month, or next month — Tooli Insights helps you understand:
What happened
Why it happened
What actions to take
With the latest release, Tooli Insights is also available inside the Merchandise Financial Planning (MFP) module, enabling planners to ask contextual planning questions directly within their workflow.
How Does It Work?
Whenever you ask the AI Assistant a performance-related question, Toolio automatically determines whether the query fits Tooli Insights.
What Happens Under the Hood:
Your query is classified as performance or planning related
Tooli identifies the active module and context
The system retrieves relevant actual and plan metrics
Data is grouped by your product hierarchy (Division, Department, Class, etc.)
Tooli generates an insight-rich response instantly
Even if your tenant doesn’t have formal Toolio report views set up for weekly or monthly performance, you’ll still get insights using your existing product hierarchy data.
How Tooli Understands Context
Tooli automatically understands the context of your question using the page you're currently working on.
Module Awareness
Tooli detects the module from the current page URL. This means Tooli automatically retrieves data from the relevant module.
Examples:
If you're in Merchandise Financial Planning (MFP) → Tooli responds using MFP data
If you're in Assortment Planning (AP) → Tooli responds using AP data
If you're in another module → Tooli asks clarification for the module
You don’t need to specify the module in your question.
Scenario Awareness
If you reference a scenario in your question, Tooli will analyze that scenario. If no scenario is specified, Tooli automatically assumes the Master scenario.
Example:
User: “How is Women's Outerwear performing?”
Tooli will analyze the Master scenario unless another scenario is mentioned.
Timeframe Awareness
Tooli also understands timeframes in natural language.
Examples:
“last week”
“this month”
“next 4 weeks”
“last season”
If no timeframe is specified, Tooli assumes the last season (last 13 weeks).
Conversational Insights
Tooli Insights supports interactive, conversational analysis. After answering your question, Tooli may ask follow-up questions to help refine the analysis based on:
Product hierarchy
Metrics
Scenarios
Time periods
Example interaction:
User: “How did the Women's division perform last week?”
Tooli: “Women's Division exceeded plan by 5%. Would you like to see performance by department?”
This conversational flow allows you to quickly drill down into the drivers behind performance.
Real-Time Scenario Exploration
Tooli Insights supports real-time scenario analysis.
You can:
Create a new scenario
Immediately ask Tooli questions about it
Tooli will analyze the scenario instantly, without waiting for data refresh cycles.
This enables fast experimentation and rapid planning decisions.
What Data Does It Use?
Tooli Insights pulls from both historical actuals and forward-looking plans, including:
Time Frame | Type | Example Questions |
L4W | Actual & Plan | “What was my 4-week trend?” |
LW | Actual & Plan | “How did I do last week?” |
TW | Actual & Plan | “What’s my current performance?” |
NW | Plan Only | “What’s the plan for next week?” |
N4W | Plan Only | “What’s my 4-week forecast?” |
Tooli Insights is not limited to weekly data. You can ask:
“How did I perform last month?” or “What’s my forecast for the next month?” — and Tooli will return answers accordingly.
What Can I Ask?
When working in the Merchandise Financial Planning (MFP) module, you can ask Tooli questions about performance, plans, forecasts, inventory, and recommendations.
Performance & Variance
“How did my sales perform vs. plan last week?”
“How are receipts tracking vs. last year?”
“What’s the impact of returns on my gross to net sales?”
Time-Based Analysis
“How did we do in Q2 compared to plan?”
“What’s my forecast for the next 4 weeks?”
“What’s the plan for next month by department?”
“How does this season compare to last season?”
Hierarchy Deep Dives
“Which categories underperformed vs. plan last month?”
“How is Women’s Dresses performing compared to plan?”
“What is my top-performing subclass by sales and ST%?”
Inventory, Receipts & OTB
“Are receipts aligned with plan this quarter?”
“What’s my inventory position vs. plan?”
“Do I need to adjust receipts for Women’s Outerwear?”
Recommendations
“What actions do you recommend based on my current plan?”
“Should I mark down any categories this month?”
“What’s driving the biggest gap between actuals and plan?”
“Which categories should I chase in the next 4 weeks?”
Follow-Up Questions
After Tooli provides an answer, you can continue the conversation to explore deeper insights.
Examples:
“Can you break this down by division or class?”
“Show me more detail by subclass.”
“What’s the variance by region or store?”
“How does this compare to my last year performance?”
Tooli will continue the analysis using hierarchy, metrics, and scenario context.
Assumptions & Limitations
To provide fast responses, Tooli applies several default assumptions and current system limitations.
Default Scenario: If a scenario is not specified in your question, Tooli assumes the Master scenario.
Default Timeframe: If no timeframe is specified, Tooli assumes the last season (last 13 weeks).
Derived Metrics: Derived metrics are not currently supported. Support for derived metrics is planned for a future release.
Very Large Data Queries: For extremely granular queries requiring very large data retrieval, Tooli may return a failure message to maintain system performance.
Coming Soon (Phase 2 & 3)
Tooli Insights is evolving. Soon, you’ll be able to:
Recommended Prompts
Get proactive suggestions based on trends.Recommended Actions
Automatically spot what to chase, mark down, or promote.Filtered Jump to Assortment Plan
View action-required products with one click.Action Buttons
Take action directly from the insight (e.g., Apply Markdown).Scheduled Email Summaries
Weekly insights, auto-delivered to your inbox.
Q&A
What is Tooli Insights?
Tooli Insights is a smart performance analytics assistant built into Toolio’s AI chatbot. It helps you understand how your business is performing — by week, month, or across categories and products.
Just ask questions like:
“How did I perform last week?”
“Which products underperformed last month?”
“Any actions you recommend?”
Toolio responds with structured, actionable answers using your actuals and plans.
Do I need anything special to use Tooli Insights?
Not necessarily!
If your AI Assistant is enabled and your product hierarchy is configured, Tooli Insights will already respond to your performance questions.
Can I ask questions about “last month” or “next week”?
Yes! Tooli Insights is not limited to Mondays or weekly reports.
You can ask:
“How did I perform last month?”
“What’s my plan for the next 4 weeks?”
Toolio supports insights across a range of time frames as long as the data is available.
What happens if Weekly Report view isn't configured for my tenant?
Toolio will still answer performance-related questions using the product hierarchy and available sales data.
So you can still ask:
“How did Men’s Outerwear perform last week?”
And get meaningful answers — even without full configuration.
What follow-up questions can I ask?
After you get a high-level insight, try:
“Can you give me more detail?”
“Which products had the biggest impact?”
“Any recommendations?”
“How does this compare to my plan?”
Toolio will dive deeper using your configured hierarchy and underlying performance data.