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Item Planning
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Item Plan Module - Reports
Item Plan Module - Reports
Item reporting to highlight big impacts.
Chris Conroy avatar
Written by Chris Conroy
Updated over a week ago

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Purpose

Toolio - Reporting - Best Sellers

Time Frame: Last Week

Sort: Gross Sales Retail in descending order.

Best Seller report that compares TY sales and inventory to LY. Use this report when you do not plan down to style color by week level.

Toolio - Reporting - Best Sellers to Plan

Time Frame: Last 4 Weeks

Sort: Gross Sales % variance to Plan in descending order.

Best Seller report that compares TY Sales & Inventory vs Plan.

Toolio - Reporting -Category

Time Frame: Last Week

Sort: Gross Sales Ticket descending order.

A drill down report that lets you review your division level down to your size level.

Toolio - Reporting - Season Trend Report

Time Frame: Last 13 Weeks

Sort: Gross Sales Retail descending

Review the trend of your items by week to understand sales behavior through time compared to your inventory. Analyze the impact of your discounts and markdowns on your gross sales units builds.

Toolio - Reporting - Current Sales to Stock

Time Frame: Last 4 Weeks

Sort: Gross WOS Units Var Act vs. Plan ascending

Understand the product mix compared to your plan by reviewing the gross WOS variance of the actuals vs the plan. Analyze your penetrations of sales compared to your stock.

Toolio - Reporting - Last 30 Day Performance

Time Frame: Last 4 Weeks

Sort: Gross Sales Margin Dilution Act in descending

order

Review the total allowances impact on sales, margin and inventory. This view bring you from initial price down to final price highlighting the impact on gross margin from IMU.

Toolio - Data Validation

Time Frame: This Year

Sort: Gross Sales Retail Act in descending order.

Validate your integration is reflecting the correct sales, inventory, receipts, returns, discounts and markdowns.

Toolio - Reporting - Seasonal Performance

Time Frame: Last 4 Weeks

Sort: Gross ST Units Act in ascending order. Conditional Formatting on Gross ST Units Act if below 25% based on items being bought for 13 weeks. The Avg Weekly ST should be 7%.

Review ST% vs Plan and/or lifecycle to help determine pricing/marketing strategies. If your 4 week ST% is lower than 25% it may be an indicator that you will need to implement markdowns or discounts for non core seasonal items.

Toolio - Reporting - FWD Sales to Stock

Time Frame: Last 4 Weeks + Next 13 Weeks

Sort: Gross WOS Units Plan in ascending order.

Zoom in to your product hierarchy to review fast turning classes down to the week you may break.

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