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Toolio Platform Demo

Toolio Platform Demo

In this on-demand demo, Danielle Gregoire walks through how Toolio brings merchandise planning, assortment planning, and allocation into a single connected workflow — replacing the disconnected spreadsheets and tools most teams rely on today.

You'll see how attribute-based modeling lets you plan your business the way it actually runs instead of forcing it into a rigid hierarchy, and how one source of truth flows from top-line financial targets all the way down to the right product landing in the right store at the right time.

What's covered:

  • Building a merchandise plan with 250+ metrics, private and public scenarios, snapshots, and multi-plan reconciliation across store, finance, and long-range views
  • Creating a holistic assortment where core, carryover, and newness live in one time-phased plan — built through compare mode, hindsight, and rationalization
  • Allocating initial shipments and replenishment from one view, with exception management that surfaces shortfall, excess, and potential lost sales
  • Putting AI to work with Toolie and Toolio's MCP server, so your team can pull plans and recaps wherever they already work

Watch the full walkthrough to see the entire plan-to-store loop in action.

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