For Planning Teams

Plan merchandise financials with greater precision, adapt to market shifts instantly, and maximize profitability through advanced retail planning capabilities.

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Forecast, Plan, and Adapt

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Navigate Market and Demand Volatility

Quickly detect shifts in demand, supply disruptions, or cost changes, and adjust merchandise financial plans in real time. Maintain margin targets and operational continuity even in rapidly changing market conditions.

Supply & Demand Precision

Improve the precision of your sales, inventory, and open-to-buy forecasts. Align merchandise budgets with actual demand to reduce stockouts, avoid overbuys, and support better, data-driven decisions.

Reduce Planning Complexity

Bring together data from merchandising, planning, allocation, and finance into one unified view. Break down silos for real-time visibility, improved collaboration, and more effective cross-functional decision-making.

Merchandise Financial Planning in Toolio

1.

Plan with confidence

Get instant AI-powered forecasts and adjust future merchandise plans in real time, seeing the impact on sales, margins, and inventory before you act.

Plan better, together

2.

One connected view

Unify merchandise, financial, and inventory data to spot risks early, align teams, and ensure every decision supports financial goals.

Automated, Smart Forecasting

3.

Fast, Flexible Decision-Making

Use scenario modeling and multi-plan analysis to hit specific WOS targets and achieve the right inventory and margin goals with confidence.

Automated, Smart Forecasting
Hunter Bell Logo

Boll & Branch, a leader in sustainable luxury bedding, has transformed its inventory planning and forecasting with a more structured, data-driven approach with Toolio

Maggie Barclay

Mike Carrozza

SVP of Product Strategy

"One of the biggest changes [Using Toolio] has been the ability to see cost impacts immediately. Before, we'd spend hours manually calculating margin shifts in meetings. Now, we can make those decisions instantly."

30%

reduction in inventory

17%

inventory turn improvement

6 hour

reduction in quarterly cost/margin analysis

AKA Logo

AKA Brands, a prominent player in the fashion industry known for its portfolio of successful digital native brands, has revolutionized its inventory management strategy and achieved remarkable results since implementing Toolio's integrated inventory management solution.

Stacey Shriefer

Vice President Inventory Planning

“Toolio was instrumental in showing our merchants that they could have 50-75% less SKU count and do the same amount of sales. We expect $5M in cost savings and efficiency gains.”

50-75%

SKU count reduction

$5M

expected cost savings and efficiency gains

5-10

weeks of stock reduction

Weezie Logo

Weezie Towels, celebrated for its artisanal approach to crafting luxurious, personalized towels, has elevated its inventory management to new heights with Toolio.

Holly Leach

Holly Leach

Vice President of Merchandising & Business Development

"After seeing the demo for Toolio, I immediately recognized the bandwidth this system generates. It is extremely intuitive and solves for many of the manual analyses our team was running on a regular basis."

40%

efficiency gains

4%

inventory cost reduction

8x

Return on Investment

FAQs for Planning Teams

How does Toolio improve merchandise financial planning?

Toolio centralizes all planning data, combining historical trends, demand signals, and scenarios to set accurate sales, margin, and inventory targets. It aligns top-down goals with bottom-up execution for a unified view of performance.

What key features support retail financial planning?

Toolio includes multi-directional planning (top-down, bottom-up, middle-out), scenario planning with version control, and dynamic hierarchy management for flexible, scalable planning.

How does Toolio support collaboration across teams?

Merchandising, buying, and planning teams can collaborate in real-time, reviewing designs, testing scenarios, and adjusting plans in a centralized place for better alignment and speed.

Can Toolio integrate with other systems?

Yes. Toolio integrates with major ERP, POS, and e-commerce platforms through API, SFTP, or scheduled exports for seamless data flow.

Is Toolio built for enterprise-scale planning?

Absolutely. Toolio supports large data volumes, complex hierarchies, and multi-level planning, making it ideal for enterprise merchandise financial planning and analysis.

See Toolio In Action

The best way to understand what Toolio could do for you is to see for yourself. Get started with our team today!