Build and manage customer-centric Merchandise Financial Plans and Improve Alignment of Strategic goals

With Top Down and Bottom Up go-to-market Strategies, Resources and Initiatives with the ability to plan by attributes and establish Open-to-buy controls.

Top Reasons Organizations are Upgrading their Merchandise Financial Planning capabilities

  • Omni-channel financial plans
  • Ability to have more forward-looking driver based merchandise financial plans
  • Leveraging AI/ML capabilities for financial forecasts
  • Move from legacy systems to cloud based system

Use cases / capabilities favored by our clients

  • Retail or cost based merchandise financial plans
  • Real-time aggregation and dis-aggregation at any level in the hierarchy
  • Modeling growth by business drivers such as assortment changes, promotions, demographic shifts etc.
  • Connected planning top-down and bottoms-up with real-time reconciliation
  • AI/ML driven projections
  • Real-time reconciliation to assortment, allocation, replenishment etc.
  • Visibility to competitive data, consumer data etc.
  • Flexible and easy-to-use reporting
  • Cycle over Cycle changes
  • Assumptions tracking
  • Post-game Analysis
  • What-if scenarios and simulations
Merchandise planning software

Merchandise Financial Planning with the o9 platform

Struggle to reconcile top down targets with bottom up forecasts? Find it difficult to understand the margin impact of mix changes? Don’t have good visibility to the assumptions and initiatives driving bottom up forecasts? o9’s AI platform can upgrade your revenue planning to a digital platform that empowers channel, regional sales management, sales operations, finance and product marketing to collaborate, plan and align on plans, forecasts, initiatives and resources to optimize revenue and margin performance.

Looking for a next generation AI/ML based Merchandise Planning solution that can handle omni-channel challenges, multi-region challenges, large product portfolios and provide a collaboration framework?

Request a demo that will highlight the capabilities that matter to you

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o9 Solutions

About o9 Solutions

o9 Solutions is the premier AI-powered platform for driving digital transformations of integrated planning and operations capabilities. Whether it is driving demand, aligning demand and supply, or managing P&L, any process can be made faster and smarter with o9’s AI-powered digital solutions. Bringing together technology innovations—such as graph-based enterprise modeling, big data analytics, advanced algorithms for scenario planning, collaborative portals, easy-to-use interfaces and cloud-based delivery—into one platform.

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