In-Season & Pre -Season Planning for Retail

Build the pre-season plan, then re-forecast in-season as sales come in in real time. Keep every plan aligned to actuals so you catch problems early, protect margin, and finish the season on target.

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

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Agile, up-to-date forecasts

Re-trend forecasts at any level: weekly, monthly, or quarterly the moment sales and receipts land. Compare actuals to plan, spot gaps early, and re-trend in real time so you act on demand as it changes.

Aligned, data-based decisions

Model and compare scenarios to see the margin and inventory impact before you commit. Reconcile top-down goals with bottom-up plans so merchandising, planning, and finance move on one number.

Flexible planning at every level

Plan by product, location, or timeframe to balance pre-season strategy with in-season agility and reallocate fast when a category over- or under-performs.

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

Out-of-the-box workflows

Pre-built pre-season and in-season views with guided steps for seeding and re-trending. Teams start planning on day one, not after a six-month build.

Forecasting & re-trending

Re-forecast in real time with the latest sales and delivery data, so plans reflect what's actually selling, not last quarter's assumptions.

Plan seeding & scenarios

Seed plans from history and run multiple scenarios side by side to pressure-test the season before you buy.

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 In-Season & Pre-Season Planning

Is Toolio accurate enough to replace how we forecast today?

Toolio's tournament forecasting tests multiple AI models simultaneously and selects the most accurate one for your data not a one-size-fits-all algorithm. McGee & Co. saw a 10% forecast accuracy improvement within their first season.

We re-forecast in spreadsheets every month. Why move to software?

Spreadsheet re-forecasting eats days and goes stale the moment new sales land. Toolio re-trends plans automatically as actuals come in, so your forecast reflects what's selling this week — and your team spends the time acting on it, not rebuilding tabs.

Our season moves fast. Can a tool actually keep up in-season?

That's exactly what in-season planning in Toolio is for. Re-trend at any level in real time, model a what-if in minutes, and spread the change across every affected plan instantly, so you react to a hot or slow category while there's still time to protect margin.

Will switching tools mean rebuilding our planning process mid-season?

No. Toolio configures to your hierarchy and business rules, not the other way around, and we sequence the rollout around your planning calendar so you're never switching mid-season. Most teams are live within months, not the years a legacy implementation takes.

Can Toolio give us data that's current enough for in-season decisions?

Yes. Toolio integrates with your ERP, POS, and e-commerce systems via API, SFTP, or scheduled exports, with incremental updates on large tables like sales and inventory — so in-season plans re-forecast against fresh actuals, not last month's data.

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.

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