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The Collective Method Resources Financial Forecasting Tool
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Financial Forecasting Tool

$98.00

Peel back the layers of your business with this customizable financial and inventory forecasting tool. This tool provides insight and scenario planning for your sales goals, margin targets, and inventory management.

Add To Cart

Peel back the layers of your business with this customizable financial and inventory forecasting tool. This tool provides insight and scenario planning for your sales goals, margin targets, and inventory management.

Assortment Planning Tool
Assortment Planning Tool
$98.00

Peel back the layers of your business with this customizable financial and inventory forecasting tool. This tool provides insight and scenario planning for your sales goals, margin targets, and inventory management.

This tool is a perfect fit for you if:

  • You are the small business owner of a product-based business that needs to manage their inventory.

  • Want insight into your inventory levels and to tie them back to your sales forecast.

  • Need help understanding how much inventory to buy or sell to maintain profitability.

Features:

  • View of a rolling 3-year plan with quarter and year roll-ups

  • Plan, forecast, and actualized your Sales, Discounts, Inventory, Returns, Shrink, On Order, & Weeks of Supply

  • Provides open-to-buy guidance for strategic investment decisions

  • Create and manage a custom Event Calendar

Google Sheets Template Tailored for spreadsheet novices:

  • Easy inputs, mostly automated formulas

    1. Color-coded sections

    2. Automated formatting to track updates

    3. Collapsible and expandable sections

tap in.

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