Financial Target Setting Built for Retail

Turn high-level objectives into actionable plans, balancing top-down targets with bottom-up insights across teams.

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A Modern Approach to Retail Financial Target Setting

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Hit targets with confidence

Centralize planning data to set realistic sales, margin, and inventory goals. Use historical trends and demand signals to build smarter, more achievable financial objectives.

Align plans across teams

Cascade company targets down or roll them up across products, channels, or regions. Keep top-down and bottom-up plans aligned for better visibility and collaboration.

Stay agile through volatility

Model “what-if” scenarios to adjust targets quickly as the market shifts. Update and spread changes across plans to keep financial goals relevant and actionable.

Key Features for Retail Financial Target Setting

1.

Multi-directional planning

Support top-down, bottom-up, and middle-out workflows with automatic alignment.

Plan better, together

2.

Scenario planning

Create and compare plan versions to test assumptions and choose the best option.

Automated, Smart Forecasting

3.

Hierarchy management

Set and adjust parameters by channel, department, or class with flexible attributes.

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 Carozza

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 financial planning and analysis?

Toolio centralizes planning data so you can set accurate sales, margin, and inventory targets using historical trends, demand signals, and scenarios. Targets adjust easily as conditions change.

What key features support financial target setting?

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

What types of financial forecasts can I build?

You can create forecasts for sales, margin, inventory, receipts, and OTB, at any hierarchy level or timeframe, from weekly to long-range strategic planning.

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 your team is to start a conversation.

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