Toolio Dashboards

Out-of-box Performance and Product Details Dashboards by Toolio

Updated over a week ago

Toolio Dashboards are standard out-of-box dashboards that are already configured for you to visualize your Plan’s Performance in a single glance both on Merchandise and Item Plan levels. There are two dashboards that you can utilize to review your

  1. Performance based on your Merchandise Plan

  2. Best Sellers Performance based on your Item Plan

Please note that Toolio Dashboards are read-only. Later in Q2 2024, we'll be launching User Created Dashboards for you to create your own dashboards across all modules.

Toolio Dashboards Overview

Performance Dashboard

  • Performance Summary: A quick summary of your topline sales and margin compared to plan and LY over time.

  • Rolling 13 Weeks: Performance over the last 13 weeks in Sales, GM% and WOS to understand your trajectory.

  • Total Allowance Impact: Total Allowance (Markdowns + Discounts) impact on Sales and GM%. Review the trend lines to understand the patterns.

Product Details

  • Best Sellers: Review your best selling products versus last year ranked by Gross Retail $’s.

  • Best Sellers to Plan: Review your best selling products against the plans ranked by Gross Sales Units % Var Act vs. Plan descending.

Navigation

In order to view your Dashboard, use the main navigation bar on top and click on Dashboards. You'll be prompted with Performance dashboard and if you have Item Plan enabled on your account, you'll also see Product Details dashboard tab next to it.

By hovering on a data point, you'll be able to see the metric details for a given data point.

By clicking on the top-right open browser icon , you'll be taken to the view that this dashboard is based on.

By clicking on a legend, you can remove that metric from your widget and you can focus on the remaining metrics that you are interested in.

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