Here at Toolio, we are firm believers that merchandise financial planning is best managed by an automated, integrated and collaborative planning software like, well Toolio. However, an early stage planning team of 1 or 2 might want to stick to using a spreadsheet to manage their plans. In such cases, planners often take an Excel template they have used in their previous company and adopt that to meet their current needs. Alternatively, they recreate a template from printouts that they have accumulated over time.
To help standardize merchandise financial planning and Open to Buy (OTB) management, and also save countless planners the agony of creating it yet again, we are sharing what we believe is the best in class merchandise financial planning spreadsheet template. You can either access it here on Google Sheets or download it here on Excel.
Using Toolio’s merchandise financial planning template will help you:
To generate your merchandise financial plan and monthly receipt plan, what you need is:
We are hoping this template will help you create a more accurate merchandise financial plan more effectively. If you have suggestions on these templates and/or want to learn more about how to improve your merchandise planning, reach out to us at email@example.com