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To learn more about how the Toolio platform works and for features that are cross-cutting between different modules please check out this collection.
29 articles
Features and capabilities of the Toolio GridPlease see below for Toolio's support for commonly used grid-based features.
Keyboard ShortcutsToolio supports many Excel-like keyboard shortcuts to make your planning workflows more efficient.
Command Bar for Quick SearchRead here to see how you use Command Bar for Quick Search on Toolio
Data VisualizationToolio offers you to visualize your metrics on any view you like in Merchandise Plan and Item Plan
Sorting Values the GridToolio allows you to easily sort by different attributes or metrics in Item Plan
Customizing ViewsViews allow building personalized view of the data you are looking at.
Organizing Views into View SectionsToolio allows you to arrange your views into sections (aka. folders) following the steps outlined below
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.
Adding & Managing Conditional Formatting RulesHow to add Conditional Formatting Rules to improve data visualization
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 shows the average weekly demand on a particular Choice (or a group of SKUs)
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
Sales CurvesThis document describes the creation and application of sales curves as a method of defining a seasonality index for new and ongoing items.
Location CurvesThis document describes the creation and application of a location curve to infer the relative performance of a product per location.
Dynamic and Static Size CurvesToolio offers you to create Dynamic and Static Size Curves either based on sales information or your manual inputs.
Curve PartitioningThe purpose of this document is to describe the partitioning concept as it relates to the creation of curves in Toolio
Demand MetricsNormalizing trends to give better forecasts and hindsights
Promotional CausalsThis article explains the creation and application of promotional causals in allocation and item planning
Automated Cluster GroupsThis article describes how to configure Cluster Groups created by Machine Learning