improved
Assortment Plan
📊 Rollups in Every Plan, Distinct Counts and Shareable Tabs
What's new
The Rollups panel is now on in every Assortment Plan. Widgets can count distinct SKUs, choices, styles and locations, and a link to your plan opens Rollups on the tab you shared.
What you can do
- Find Rollups in every plan:The panel is on for every organization, with no setting to turn on. An admin can still turn it off in Assortment Plan Settings.
- Count what is in the plan:Add Distinct SKU, Choice, Style and Location Count to any widget, against last year and as a share of the total.
- Share a tab with a link:Copy the link to your plan while Rollups is open, and whoever opens it lands on the same tab.
- See your own hierarchy:The standard tabs group by your most detailed product level and use your own names for it, like Class or Sub Category.
Why it helps
- Every team gets the summary view without asking for it.
- You can check the breadth of the assortment, like how many styles or choices you are buying, next to sales and receipts.
- Pointing a colleague to the right tab takes one link.
Read more in How Do I Use the Rollups Panel in Assortment Plan? in the Help Center.