Using Toolio's Views capability, you can create custom views of your data to support different roles and planning workflows within your organization. The video below covers the following:

  • What you should use Views for

  • How to view and switch between different Views

  • How to turn on / off specific Metrics

  • How to turn on / off specific Variants

  • How to create, update and delete Views

*Please note the Financial Planning module has since been renamed Merchandise Planning

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