Planning Software for Retail

Planning Maestro® is a strategic FP&A asset that redefines how

retailers budget, forecast, analyze and report.

Whether making your first move away from spreadsheets or implementing corporate performance management, Planning Maestro will work for your organization. You’ll get an accurate line of sight into your business, speed decision-making and continually deliver the financial intelligence your leadership needs to make faster, more confident decisions.

GET THE ANSWERS YOU NEED

Easy-to-use what-if scenario capabilities allow you to change assumptions and immediately see the impact on your revenue, expenses, and cash flow. For example:

If revenue is lower than expected, can we maintain our normal staffing levels?
If the minimum wage rises, are all the stores still profitable?
If sourcing costs increase, can we pass them on to our customers?

WITH PLANNING MAESTRO YOU CAN

Gain control over personnel expenses

Plan personnel by job title or individual employee, applying fixed headcount and full-time equivalents that vary based on drivers such as sales, store count, website visits or walk-in traffic
Accurately track payroll, payroll taxes, and fringe benefits for each employee or employee type

Create detailed revenue plans and forecasts

Budget by chain, product line, district, location, or department
Create detailed plans using key metrics such as sales, markdowns, gross margin, etc.
Use a 13 period accounting calendar for useful week over week and period over period financial analysis and a more accurate planning and forecasting process for future periods
Apply business drivers (pieces, units, cases, gallons, dozens, SKUs) to create revenue plan; adjust revenue forecasts solely by changing drivers
Prepare bottom-up forecasts including detailed merchandise and store plans; make top-down adjustments to key business drivers such as demand before committing to final forecast numbers

Prepare for market fluctuations

Perform what-if scenarios based on seasonality, economic conditions, promotion cycles, ramp-up of new stores, etc.

Streamline consolidation and reporting

Create and disseminate detailed operational reports including payroll projections or product SKU revenue by season
Centralize data consolidation from stores, districts, regions, and company level with instant, automatic consolidation of allocations
Model new store planning, using assumptions such as store type, store location, and seasonality, creating a fully-loaded P&L, balance sheet and cash flow based on planned store openings

Planning Maestro makes intelligent financial planning and analytics available to companies across the retail sector. Whether you are looking for a solution to help drive efficiencies, reduce costs, or boost performance, Planning Maestro will work for your organization.

YOU’LL GET
Accurate insight into your organization
More granular control of project and program budgets
Faster, more confident decisions

Unlimited Dimensions for Budgets and Reports

Create detailed plans with various revenue streams based on key drivers

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Granular Personnel Budgeting & Allocations

Plan labor needs, incorporating overtime, premium, and shift differentials for accurate costing and headcount forecast

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Scenario Planning

What-if scenarios allow you to change assumptions and immediately see the impact on your revenue, expenses, and cash flow

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Cash Flow Projections & Forecasts

Manage cash flow reporting, analysis and allocation in real-time at the corporate and subsidiary levels

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Dashboards & Reports

Instantly create the reports your stakeholders want, your bank demands, and your company needs

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Rolling Forecasts

Regulate seasonality and unknowns through continuous forecasting

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