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Carrying Forward Products and Defining Like-for-Like Products using the Hindsight Mode
Carrying Forward Products and Defining Like-for-Like Products using the Hindsight Mode

Carrying Forward Products and Defining Like-for-Like Products using the Hindsight Mode

Updated over a week ago

Overview

Traditionally, planning for new products can be tricky. Toolio's Hindisght mode, however, allows you to easily use the products you have previously sold, to help build your current assortment. This minimizes the potential for attribution errors in your planning process, and allows you to use historical product performance to guide the forecast for the product this year.

The Hindsight Mode allows you to accomplish the following:

  • Carry Forward Choices

  • Create New Like for Like Choice

  • Assigning a Like for Like Choice for an Existing Line Item

Please see the table below for the different use-cases and steps to achieve them.

Use Case

Outcome

Steps

Carry Forward

  • Copy all attributes (including ProductId)

  • Copy Average Per Week.

  • Update launchDate to start at the beginning of the assortment period

  • Set the Like Choice attribute

  1. Right Click in Compare Mode (Hindsight)

  2. Functions

  3. Carry Forward

New Like for Like Choice

  • Copy all attributes (except ProductId)

  • Copy Average Per Week

  • Update Launch Date to start at the beginning of the assortment period

  • Set the Like Choice attribute

  1. Right Click in Hindsight Mode

  2. Functions

  3. New Like for Like Choice

Update a Placeholder

  • Set the Like Choice attribute

Drag & Drop on top of an existing Choice

Video Walkthrough

Frequently Asked Questions

How do I Select Multiple Choices to Carry Forward?

You can select multiple rows by `Shift + Select` and apply the same function to each row. Please see below for what it would look like.

Can I Carry Forward the Entire Group?

If you want to Carry Forward an Entire Group, you can just right click on the group, and it would apply it to all the rows within the group. Use cases for that could be:

  • Group Choices by Style and Carry Forward the entire Style

  • Group Choices by Class and Carry Forward the entire Class

Please note that only attributes configured in your Toolio Settings will be carried forward when using this function. You can learn more about Attributes in Toolio from the articles below:

Related Articles:

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