As you are preparing for an Plan-O-Gram (POG) Review, or managing your current business, these are the most important reports a merchant should reference. Retail data unlocks revenue, gross profit, and inventory management. Mech/ Merchandise /Revenue/Gross Profit/Margin/Dollars/Data/Ecommerce/Omnichannel/Retail

1. MERCHANDISING REPORTS
FOR POG REVIEW
Joan Braatz
Vice President Merchandising

3. A PLAN-O-GRAM
• STRATEGIC PRODUCT PLACEMENT FIXTURE OR SHELF
• DEFINED BY PRODUCT CATEGORY OR BRAND
• DESIGNED TO DRIVE SAME STORE SALES
• SUPPORTED BY CONSUMER DATA
• CREATED TO OPTIMIZE STORE OPERATIONS

5. REPORT
PREP
CHECK LIST
 FINANCIAL PLAN
 SKU SELLING REPORT
 ASSORTMENT PLAN
 OPEN TO BUY (OTB)
 ON ORDER LOG

6. FINANCIAL
PLAN
• DEMONSTRATE POG SUPPORT TO MERCHANT PLAN
• QUANTIFY SALES POTENTIAL GAIN FROM POG
• MEASURE INVENTORY IMPACT FROM POG
• REPORT POG CONTRIBUTION TO GROSS PROFIT
• BENCHMARK COMPANY OR CATEGORY STRATEGY

7. SKU
SELLING
REPORT
• PROVIDE CURRENT SELLING DATA BY SKU
• DEFINE SKU PERFORMANCE BY QUARTILE
o TOP SKU’S DRIVING BUSINESS
o BOTTOM SKU’S SLOWING TREND
• CONTRAST PERFORMANCE BY CHANNEL
• HIGHLIGHT STORE SKU PERFORMANCE

8. ASSORTMENT
PLAN
• TOTAL SUMMARY OF BUYER ASSORTMENT
INTENT
• DEFINES VOLUME GRADE ASSIGNMENT
• SHOWS LARGE, MED., SMALL DOOR
ASSORTMENT
• QUANTIFIES NEWNESS AND TIMING
• IDENTIFIES END OF LIFE CYCLE SKU’S
• SUPPORTS FINANCIAL PLAN

9. ASSORTMENT
PLAN
CHECKS &
BALANCES
• DEFINE PLANNED SKU CEILING
• MEASURE NUMBER OF EXIT SKU’S
• QUANTIFY NUMBER OF LAUNCH SKU’S
• REINFORCE CHANGES ARE WITHIN
CHOICE COUNT

10. OPEN TO BUY (OTB)
• VALIDATE ACTIONS ALIGN WITH MFP STRATEGY
• CONFIRM SKU EXITS ARE COVERED IN BUDGET
• CHECK RECEIPTS ARE CAPTURED IN PLAN
• CERTIFY VENDOR ALLOWANCE IS RECORDED
• VERIFY INVENTORY REMAINS AT PLAN

11. ON ORDER LOG
• CAPTURES ALL ORDER COMMITMENTS
• ILLUSTRATES SHIFTS ACROSS QTRS
• IDENTIFIES PLACEHOLDERS FOR NEWNESS
• QUANTIFIES RECEIPT RESERVES

12. SUMMARY
• CAPTURE MTD SALES TREND
• QUANTIFY +90 DAY SALES FORECAST
• RECALIBRATE MARKDOWNS +90 DAYS
• VALIDATE VENDOR ALLOWANCES
• FORECAST GROSS PROFIT
• VALIDATE POG CHANGE IS REFLECTED

13. THANK
YOU
braatzjoan@gmail.com
214-733-9677
https://www.linkedin.com/in/joanbraatz/
https://joanbraatz.com/
Reach Me
Joan Braatz
Vice President Merchandising
Retail | B2C | B2B