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One Plan, One Number: A Live Demo of Merchandise Financial Planning in Toolio

One Plan, One Number: A Live Demo of Merchandise Financial Planning in Toolio

In this demo, Solutions Consultant Danielle Gregoire (formerly of Outdoor Voices and Macy’s) walks through Toolio’s Merchandise Planning module from start to finish.

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You’ll see how open-to-buy becomes one live plan that reconciles at every level, and how scenarios, multi-plan and Tooli turn that plan into faster decisions.

We cover:

  • One plan, edited at any level. Change the total business or a single channel and watch every level underneath reconcile in real time, across all 250+ metrics.
  • Scenarios without the “save as.” Seed a new year from trend, test a reforecast privately or with your team, compare it to master, and merge only when you’re aligned.
  • Math anyone can trace. Right-click any number to see its formula, show the calculations in the grid, and see the rule sets behind each metric.
  • Finance, stores and wholesale in one system. Each team plans in its own view and reconciles back to the merchandise plan, so gaps show up the moment they exist.
  • Tooli and MCP. Ask how you performed last week, have Tooli build a scenario, and get planning answers in the tools your partners already use.

Built on attribute-based modeling around your hierarchy, attributes and calendar, not a fixed template.

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