Merchandise Planning

Covers how to use the Merchandise Planning module, provides an overview of the features, and demonstrates end-to-end planning works-flows.

Eytan Daniyalzade avatar Summer Stewart avatar Jay Tian avatar
25 articles in this collection
Written by Eytan Daniyalzade, Summer Stewart, and Jay Tian
Features

Adding Conditional Formatting Rules

How to add Conditional Formatting Rules to improve data visualization
Jay Tian avatar
Written by Jay Tian
Updated over a week ago

Grouping & Dynamic Hierarchy

How to use Grouping and Dynamic Hierarchy to change the way you view or build your plans
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Top-down planning and spreading

Plan top-down by setting top-level metrics and spreading to lower levels in your hierarchy
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Bottom-up planning

Plan bottom-up by setting lower level metrics and rolling up its impacts to higher levels in your hierarchy
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Time-based (horizontal) planning and spreading

Set top time-based metrics and spread them over individual months and weeks
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Locking and Spreading

Lock the metrics / dimensions you want to hold constant in your spread operations.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

Seeding your plan using historical data

Leverage historical information or data from another apartment to create new plans.
Summer Stewart avatar
Written by Summer Stewart
Updated over a week ago

Scenario Playing

Using Toolio's Scenario Playing capability, you can plan out multiple scenarios in a single place. See below for more info.
Summer Stewart avatar
Written by Summer Stewart
Updated over a week ago

Inverse calculations and changing output metric

See below for how you can change which metric is an input and which metric is an output.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago