Merchandise
Financial Planning

Collaborative and easy way of setting sales and inventory targets and doing scenario planning

Budget Planning Made Easy​

Merchandise Financial Planning is a crucial part of Retailers’ strategic planning process. Sales targets, costs, margins, and inventory requirements frequently change across categories and need to be managed in an integrated way. Solvoyo Merchandise Financial Planning solution brings you an easy, fast, and flexible way to create Top-down, Middle-out, Bottom-up sales, and inventory targets and manage Open to Buy (OTB) budgets. With flexible pivot capability, planners can choose the level and the metrics to focus on, and adjustments are automatically disaggregated to lower levels of product and location hierarchies.

Retailers can create various scenarios using a baseline plan and enter adjustments at any level of the merchandise or location hierarchy for the selected period. This solution comes with configurable dashboard functionality where users can make comparisons across plans last year and track actual sales in graphical, grid, or pivot views. Real-time integration with ERPs and automatic reconciliation capabilities bring efficiency into the planning process.

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What can you achieve with Solvoyo
Merchandise Financial Planning Solution?

Cloud-based digital platform for collaboration and management of different scenarios
Automated diagnostics ensures quick detection of action items
System of record version management and results tracking

Scenario comparison for comparing variances across different plans
Unified planning across all sales channels and categories
Middle-out planning for detailing out categories or locations
User-based access rights
Configurable reporting UI for supporting your business process needs
Online tutorial customized to your process

Tracking actual sales against plans in any format of choice
Automatic top-down/ bottom-up reconciliation
Automatic alerts for quickly identifying gaps

Improve Agility

Improve Inventory Productivity

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Automatically identify variances across different versions of the plans and see where there are opportunities to reduce or increase budget allocation

Identify where there is the highest return for inventory investments and go after opportunities for maximizing GMROI for more sales at higher margins

Automatically identify variances across different versions of the plans and see where there are opportunities to  budget allocation

Identify where  is the highest return for inventory investments and go after opportunities for maximizing GMROI for higher margins

Detect Adapt Strategize

Adjust budgets based on recent trends and product performance

Adjust budgets based on recent trends and product performance

Scenario Planning and Budget Management Made Easy

Flexible planning UI

A web-based collaborative approach to create, revise, compare and approve different scenarios for merchandise financial plans
Top-down
, bottom-up, middle-out planning all in the same solution

Adjust views and aggregation levels

Easy scenario planning with copy capability
Single-data model giving real-time visibility to the latest edits in the plan
Flexible aggregation across product/channel/time dimensions using the Pivot functionality
Top-down, bottom-up and middle-out planning for detailing out categories, collections, seasons
Option to manage and compare multiple versions of the plan and view the differences with ease

Multiple Scenario Comparisons

Comparison of values across multiple scenarios
Different options for reference scenario selection to calculate changes
Easy switch between different metrics for comparison