New out-of-the-box (OOTB) views and supporting metrics have been added to enable in-season, exception-based reforecasting directly in line planning in the AP Module.
Retrending leverages recent sales performance (~8 weeks of "good week" data), removes outliers, and adjusts forecasts using ML (Triple Exponential Smoothing) — while preserving the sales curve shape and seasonality.
Both Assortment Plan and Allocation now include:
New Metrics
- Retrend Adjustment Rate—(Gross Sales Units System – Original Forecast Units) / Original Forecast Units— Shows how much the system is planning up or down vs. the original plan.
- Gross Sales ACT vs. Original Plan— The core driver of retrend, evaluated week-by-week (not aggregated).
Two new AP views — designed to be used together
Toolio - Retrend Line List View (top)
- High-level summary of retrend impact across your line
- Shows total lifecycle changes (launch → end date)
- Quickly surface exceptions w/conditional formatting — e.g. large ±% shifts
Toolio - Sales Curve / Retrend View (bottom — lower metrics panel)
- Weekly diagnostic view of ACT performance vs. original plan
- Grouped by cluster, reflecting the metrics used to determine how retrend is calculated
Top = what changed.
Bottom = why it changed.
Recommended Workflow
- Sort by Gross Sales Plan and/or Retrend Adjustment Rate
- Review exceptions via Retrend Adjustment Rate
- Drill into the bottom view for more details (clusters & weekly performance)
- Take action: accept (if locked), partially accept, adjust inputs, or disable retrend
One updated Allocation view
Toolio - Retrend (Allocation Strategies)
- Mirrors the lower metric plan view in Assortment Plan, providing consistency in how retrend is viewed and understood across both modules.
See the help article for full details.