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.

MP Dashboard Image

A Modern Approach to In-Season & Pre-Season Planning

MP Dashboard Image

Agile, up-to-date forecasts

Update forecasts at any level, monthly, weekly, or quarterly, without code. Compare actuals to plan, identify gaps, and re-trend in real time to keep plans accurate and actionable.

Aligned, data-based decisions

Model and compare scenarios to understand performance impacts. Reconcile top-down goals with bottom-up plans to stay aligned across teams and strategy levels.

Flexible planning at every level

Plan by product, location, or timeframe to balance long-term strategy with in-season agility. Adjust quickly to market shifts and new opportunities.

Key Features for Effective In-Season & Pre-Season Planning

1.

Out-of-the-box workflows

Use pre-built views for pre- and in-season planning with guided steps for seeding and re-trending.

2.

Forecasting & re-trending

Update forecasts in real time with recent sales and delivery data.

3.

Plan seeding & scenarios

Seed plans with historical data and manage multiple scenarios for full alignment.

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 Financial Target Setting

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.

///// ----