About
Boll & Branch
Boll & Branch, a leader in sustainable luxury bedding, has transformed its inventory planning and forecasting with a more structured, data-driven approach. As the company scaled, relying on Excel for planning became a major bottleneck—files crashed, visibility was limited, and adapting to demand shifts was slow. By embracing a more modern planning solution, Boll & Branch streamlined workflows, improved forecasting accuracy, and gained the agility needed to support its rapid growth.
Use Cases
Inventory Planning and Forecasting
SKU Rationalization
Collaboration & Visibility
Modules
Assortment Planning
Merchandise Planning
Allocation
Location
United States
30%
reduction in inventory
17%
inventory turn improvement
6 hour
reduction in quarterly cost/margin analysis
Solution
Breaking Free from Spreadsheet Chaos
When Michael Carrozza, SVP of Product Strategy, joined Boll & Branch, his team was managing a 1,000+ SKU business in Excel—and the cracks were showing.
Every week, files crashed, and valuable time was lost piecing together data manually. The lack of flexibility and visibility made it nearly impossible to plan dynamically or hold the team accountable to key metrics like margin and inventory turns.
“It’s very typical for companies in the nine-figure revenue range to still be planning in Excel. But when you want to look beyond just revenue—to margin, inventory turns, and true productivity—you need a better system," states Carrozza.
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.”
A Closer Look at Metrics
- 30% reduction in inventory by improving demand forecasting with real-time data, gaining clear visibility into future costs to make smarter buying decisions, and optimizing their SKU mix by identifying and cutting slow-moving products.
- 17% inventory turn improvement by focusing on faster-selling SKUs, using real-time data to adjust forecasts based on sales trends, and making smarter, margin-driven buying decisions with clear visibility into future costs.
- Cost/margin analysis time savings Carrozza cites replacing manual Excel planning with Toolio, automating margin forecasting to eliminate lengthy cost analysis meetings, and using real-time scorecards to quickly track performance and drive faster, data-informed decisions.
Data-Driven Decision Making
By shifting to Toolio’s centralized, structured planning platform, Boll & Branch replaced spreadsheet headaches with real-time visibility, better forecasting, and more strategic decision-making.
Instead of manually calculating cost fluctuations and inventory shifts, the team now has instant access to dynamic projections that inform pricing, assortment, and inventory strategies.
“One of the biggest changes [using Toolio] has been the ability to see the immediate impact of future cost fluctuations. Before, we’d spend hours manually calculating margin shifts in meetings. Now, we can make those decisions instantly.”
Driving Operational Excellence
With a scalable planning process in place, Boll & Branch is expanding wholesale partnerships, opening new stores, and growing its product assortment—all with the confidence that inventory is aligned with demand. The ability to measure SKU productivity, optimize assortment, and plan proactively has given the company a clear competitive advantage.
“Planning isn’t just about numbers—it’s about making strategic decisions that fuel long-term growth. Having [Toolio] in place has allowed us to focus on the bigger picture and move faster as a business.”
Boll & Branch’s success proves that outgrowing spreadsheets isn’t just a milestone—it’s a necessity for scaling brands. Ready to bring more structure, efficiency, and intelligence to your planning?
