Retail Planning
In retail, accurate revenue tracking is critical. Store managers are evaluated based on daily, weekly, monthly, and yearly revenue performance. To plan activities effectively and minimize deviations from targets, the planning process must be precise and reliable. With the Profitbase Retail Planning solution, you can streamline planning, save time, and significantly improve accuracy.
Designed for how you work
Precise retail planning
Access historical performance from the past two to three years—by region, store, day, and product category. But don’t stop there. Raw history doesn’t tell the whole story. Holidays, store hours, events, and special days all influence your numbers. That’s why you need a solution that goes beyond the basics—one that normalizes historical data and creates a stable baseline. From there, set your goals and let the system do the heavy lifting. Your sales budget is automatically distributed across every store, every day, with precision and transparency.
Detailed reporting
Your daily store revenue budget flows seamlessly into your data platform throughout the Planning process. From there, your reporting tool—whether Power BI, Seebrite BI, or another solution — empowers store managers and regional managers to track progress in real time. Stay aligned, stay informed, and keep performance on track.
Analyze and improve
Retail Planning gives you full visibility into your detailed plans—always measured against historical performance. Take the analysis further by drilling down to individual stores and specific days. Discuss events, incidents, staffing, conversion rates, and product issues—all in one place.
Feature overview
Upload historical data per store per day.
Add historical and upcoming holidays, special conversion days and events to your calendar. Use different calendars for different countries.
Adjust for stores that have been closed or opened during historical and future periods.
Input factors and sales targets.
Automatically generate the next period's sales budget based on historical data and input.
Make adjustments both detailed and high-level.
Distribute the sales budget by store and day.
Reuse your model and work to make forecasts and make adjustments.
See how Hypergene can support your organization
Hypergene gives you the tools to manage planning, follow‑up and analysis with clarity and confidence. See how in a demo.
