Seasonal range and markdown planning requires manually gathering sales data, inventory levels, competitor pricing, and cost information from multiple systems, then consolidating everything into spreadsheets for analysis.
Automation pulls data directly from the sales, inventory, and accounting systems, consolidates it automatically, and generates markdown recommendations with optimal price points and promotional timing. the team reviews and approves a complete plan in days instead of weeks.
The full workflow, from trigger to completion.
Marketing team triggers the planning workflow command or form, specifying the season, target launch date, and key constraints.
Automation queries for historical sales velocity and current inventory levels, then retrieves cost and margin data. Data is consolidated into a live Google Sheet.
Automation retrieves competitor pricing data from a monitored source or API and appends it to the planning sheet for comparison.
The automation analyzes consolidated data, calculates optimal markdown windows, price points, and promotional timing based on sales velocity, inventory aging, margin targets, and competitor positioning. Recommendations are added to the sheet.
Automation sends the draft plan and recommendations to merchandising, finance, and marketing leadership and email, with a link to the live Google Sheet for real-time feedback.
Marketing analyst reviews feedback and the sheet comments, updates assumptions or constraints, and the automation recalculates recommendations based on changes.
Once leadership approves, automation locks the final plan, generates a summary document, and distributes it to all stakeholders and email with execution instructions.
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