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.
Retail planning dashboard with progress bars showing completion percentages by category

Module features

This module brings together the core capabilities you rely on every day.
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.
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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.