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
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.