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Toolio Platform Demo

Toolio Platform Demo

In this on-demand demo, Danielle Gregoire walks through how Toolio brings merchandise planning, assortment planning, and allocation into a single connected workflow — replacing the disconnected spreadsheets and tools most teams rely on today.

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You'll see how attribute-based modeling lets you plan your business the way it actually runs instead of forcing it into a rigid hierarchy, and how one source of truth flows from top-line financial targets all the way down to the right product landing in the right store at the right time.

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What's covered:

  • Building a merchandise plan with 250+ metrics, private and public scenarios, snapshots, and multi-plan reconciliation across store, finance, and long-range views
  • Creating a holistic assortment where core, carryover, and newness live in one time-phased plan — built through compare mode, hindsight, and rationalization
  • Allocating initial shipments and replenishment from one view, with exception management that surfaces shortfall, excess, and potential lost sales
  • Putting AI to work with Toolie and Toolio's MCP server, so your team can pull plans and recaps wherever they already work

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Watch the full walkthrough to see the entire plan-to-store loop in action.

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