Sales + Inventory Planning Tools
Get your Sales and Inventory Planning started on the right foot with our easy-to-use planning tools. Whether you’re a seasoned retail professional who just wants to save time or a new entrepreneur who needs to learn the basics, we’ve got you covered.
Our growing library of tools includes different downloadable options that can be conveniently bundled together or purchased individually.
Included in the Complete Bundle:
Five Essential Tools
Easy-to-use sales and inventory planning tools available in Google Sheets or Excel, with tutorial videos on how to set them up and use them.
Office Hours
Two hours of 1-on-1 support from an experienced Boon team member, with the option to add more hours as needed.
Video Lessons
For the absolute beginner, we include three video lessons on the basics of sales and inventory planning.
Katrin Lestrange - Roseate Jewelry
“The Boon Toolkit has set us up for success as a new brand. The reports and tools are easy to use, easy to understand, and easy to action on. Because of these templates, we've been able to focus our efforts on other critical parts of our business, while still keeping a close eye on our performance. We are able to stay on top of our key trends, reorder needs, and validate our new product roadmap and strategy. We are thrilled!”
The Sales + Inventory Planning Toolkit:
Our original Sales + Inventory Planning Toolkit. The essentials you need to confidently plan your business in one tidy package.
Four Downloadable Sales + Inventory Planning Tools:
Lineplan and Sourcing Tool - a plug and play tool for rolling up costing, pricing, margin, and inventory buys.
Open to Buy Tool - a two year monthly plan and forecast for sales, margin, receipts, and monthly inventory levels
Reorder Tool - forecast item-level sales in season and get inventory alerts to proactively plan reorders and stay instock.
Monthly Cashflow Tool - a two year monthly forecasting tool for sales, expenses, and monthly cashflow.
Office Hours - An hour of 1-on-1 time with a seasoned Boon team member to help answer any questions and customize the tools for your business.
Video Lessons - 3 Video lessons on the basics of pre-season planning, in season management, and seasonal recapping to get you started.
The Sales Recap Tool:
Utilizing our time-tested methods, this easy-to-use tool gives you a time-sensitive snapshot of your sales. Built for Shopify, easy to customize for whatever sales platform your business uses. This tool includes:
Includes weekly sales, margin, and inventory metrics at a variety of hierarchical levels, enabling you to drill down to the category and subcategory level.
Ability to summarize sales and inventory data by attribute as well as Month-to-Date and Year-to-Date data.
Top items view, built with the flexibility to review from 5-20 items depending on your preferences.
Robust instructions and an hour of 1-on-1 time with a seasoned Boon team member to help answer any questions and customize the tools for your business.
The Complete Tools Bundle:
Demand planning isn’t a one-time effort. You need to analyze and react to your business performance all year long. The Sales + Inventory Planning Toolkit combined with the Sales Recap Tool streamline your processes from start to finish.
Our best packaged value includes all of the downloadable tools, and even more support time from our team:
The Sales + Inventory Planning Toolkit.
4 Customizable tools and Video Lessons.
The Sales Recap Tool.
2 hours of 1-on-1 support time with a seasoned Boon Team Member.
*support time can be scheduled in a 2 hour block, or as individual hours.
Alisa Rose - Sisu
“As a business owner who is new to retail, the Boon Team and the Sales + Inventory Planning Toolkit have helped me take a realistic look at my numbers, and strategically plan my financial next steps as I lay the foundation to effectively scale and grow my business.”
Ways to Buy the Tools:
Sales + Inventory Planning Toolkit
4 key tools you need to plan your sales and inventory as well as cash flow before and during your selling period, plus one hour of 1-on-1 support from a Boon team member.
Sales Recap Tool
A tool to recap your sales by week, month and year, analyze your top selling items, plus one hour of 1-on-1 support from a Boon team member.
Complete Tools Bundle
The best value - all of the tools and video tutorials combined, plus two hours of 1-on-1 support from a Boon team member. Support hours can occur consecutively or separately.
What They’re Saying:
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"These tools have helped me better understand how to strategically plan the next steps in my business by taking a financial approach to monitoring and evaluating what I NEED to do based on data, not just what I WANT to do."
- Woman Owned Business CEO
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"The tools in the Sales + Inventory Toolkit are SUPER easy to use - even for an excel beginner! The Open-to-Buy and Reorder tools are especially helpful for our growing business."
K.L. - Small Business Owner
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"The office hours support I received was PRICELESS! Having the ability to reach out to a person and talk through the next steps and helping me better understand the logic behind them makes all the difference. As an entrepreneur it's easy to get overwhelmed and lose your way. Having a team behind you to talk through not only numbers but processes and structures to get there is extremely helpful."
A.R. - Apparel Entrepreneur
