
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.
Support top-down, bottom-up, and middle-out workflows with automatic alignment.
Create and compare plan versions to test assumptions and choose the best option.
Set and adjust parameters by channel, department, or class with flexible attributes.
Relevant Blog Posts

Planning Teams
For Merchant Teams
Use historical performance and AI to optimize buys, avoid over-assortment, and ensure inventory supports both margin and revenue goals.

Use Cases
In-Season & Pre-Season Planning
Set, track, and adjust plans seamlessly with built-in pre- and in-season views that keep teams focused and agile.

Use Cases
Open-to-Buy & Inventory Management
Track inventory, receipts, and purchase orders in-season to maintain optimal stock levels and healthy margins.
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.
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.
You can create forecasts for sales, margin, inventory, receipts, and OTB, at any hierarchy level or timeframe, from weekly to long-range strategic planning.
Yes. Toolio integrates with major ERP, POS, and e-commerce platforms through API, SFTP, or scheduled exports for seamless data flow.
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.