Toolio offers you to configure and maintain multiple independent plans at different time and attribute granularities in addition to your merchandise plan. Each of these plans can be reconciled with each other at any point.

Use case for these could be as follows:

Finance Plan: A plan that has fewer attributes of granularity and is on the Gregorian Calendar
Store Plan: A plan that gets down into Location level granularity, but is also on the retail calendar. This would be particularly useful if you have 10+ stores, and want to plan them independently on your merchandise plan.
Day Level Plan: A plan that has fewer attributes, but gets down to day level granularity. This would be especially useful if your sales have inner-week spikes and you might want to align those spikes to your marketing calendar.

Note: Multiple Plans are only supported for Pro plan and above. If you want to learn more on how to enable Multiple Plans on your account, please get in touch with your Customer Success manager.

Please see below on how to configure and maintain plans at different granularities.

Configuring a Plan

There is short number steps to configure your desired plan, follow the instructions below.

Go to Settings > Organizations > Merchandise Plan
Click on ADD
Give your new a Plan Name,
Select the attributes you want to plan by
Select if your plan will include locations or not
Select a calendar configuration - see here for how to create a calendar
Click CREATE
The plan is now added to the Merchandise Plan list

Maintaining a Plan

I can now access the new plan from the top navigation Merchandise Plan as seen in the below screenshot
Add the metrics and attributes that you are interested in to see in your view.
Then trigger the data refresh - find more information about data refresh here.
Then seed your plan using the seed menu - find more information about seeding here.
Finally your metrics should show up on the grid