To learn more about how the Toolio platform works and for features that are cross-cutting between different modules please check out this collection.
Keyboard ShortcutsToolio supports many Excel-like keyboard shortcuts to make your planning workflows more efficient.
Data VisualizationToolio offers you to visualize your metrics on any view you like in Merchandise Plan and Item Plan
Command Bar for Quick SearchRead here to see how you use Command Bar for Quick Search on Toolio
Sorting Values the GridToolio allows you to easily sort by different attributes or metrics in Item Plan
Organizing Views into View SectionsToolio allows you to arrange your views into sections (aka. folders) following the steps outlined below
Scenario PlayingUsing Toolio's Scenario Playing capability, you can plan out multiple scenarios in a single place. See below for more info.
Locking ScenariosHow to lock scenarios
Actualize Your Plan Using the Act/Plan MetricHow to enable actuals within Toolio.
Adding Custom Derived MetricsHow to configure and add new derived metrics
Inverse calculations and changing output metricSee below for how you can change which metric is an input and which metric is an output.
Average Per Week (APW) and True DemandAverage Per Week in Assortment Planning allows
Demand MetricsNormalizing trends to give better forecasts and hindsights
Configuring & Managing MetricsToolio allows customizing metric formulas, display names and even spreading behaviors.
Locking Metrics to Customize SpreadingLock the metrics / dimensions you want to hold constant in your spread operations.
Top-Down Planning, Spreading and Spread MethodsPlan top-down by setting top-level metrics and spreading to lower levels in your hierarchy
Customizing ViewsViews allow building personalized view of the data you are looking at.
Features and capabilities of the Toolio GridPlease see below for Toolio's support for commonly used grid-based features.
Last Import Status IndicatorToolio Grids have a last import status indicator to understand data freshness.
Change HistoryToolio allows you to see edits, editors and time of edits for each of your modules. You can see that below.