You can configure your views in both Merchandise and Item plan within Toolio to actualize your plan as time lapses. To begin, you will first need to expose the Act/Plan Metric.

Exposing Act/Plan Metric

The Plan variant on Toolio, by default, is a non-actualizing variant. This means that, by default, the Plan variant only contains the value that you have set for it. However, once the selling period has started, your initial plan value will not be very relevant in most cases, and you will want to see how a given metric has been actualizing.

Toolio allows you to easily change the Plan variant into the Act/Plan variant by actualizing it. The Act/Plan variant will show the Act value for time periods in the past, and the Plan value for periods in the future; hence giving you the most accurate projection in to quarterly and annual plans. Please follow the steps below:

1. Click on the Scenario Selector & Check Actualize Plan

2. Save this Configuration to the Current View

For In-Season Planning Workflows, Act/Plan will likely be the more relevant variant. To make sure that you always see the Act/Plan variant instead of the Plan, save your updated View, so that Actualize Plan configuration is saved to the View. (See Using Views in Merchandise Planning)

Once configured, you can expect to see your actuals within your view within Toolio.

Related Articles:

In-Season Planning & Reforecasting Workflow

Metrics & Variants - Overview

Did this answer your question?