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Quick Reads for Retailers

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Are You Over-Inventoried Right Now?
What? You Aren't Sure? Here's How to Find Out - Fast!

The "One-Turn's-Worth" Rule of Thumb: At any point in time, you should have enough inventory on hand (@retail) for the next "one-turn's worth" of sales. 

Step #1: What is the targeted annual inventory turnover rate for your store(s)?  (Oops. Not sure what that should be? For free guidance, find your retail segment under the Store Benchmark Ratios tab at The ROI.) Every retailer must know their targeted turnover rate.

Step #2: Next, convert that turnover rate into "months of supply". For example, 4 turns divided into 12 months in a year equals 3 "months of supply of inventory", what we call "one-turn's worth".

Step #3: Add up "one-turn's-worth" of sales. On April 30, at 4 turns, you would add up your expected sales for the upcoming 3 months, May + June + July. That is the "one-turn's-worth" of inventory @retail you need to have on hand on April 30. 

Step #4: Then, roll it forward. At 4 turns, the targeted Ending Inventory @Retail for May 31 would be the expected sales for June + July + August. And so on.

Notice how the total for the targeted Ending Inventory goes up, as you get closer to those months with a higher sales volume? Then it comes down as sales drop off. Managing to "one-turn's-worth" is like having "cruise control": inventory levels rise and fall in advance of sales peaks and valleys.

Owners are responsible for the survival of the business.

And owners must know – and communicate throughout their organization – the answer to "Why should we survive?"

Then, owners must deal with another set of questions: What could we do? What should we do? What will we do?

The Institute is here to help you answer these questions with the knowledge of the financial implications of each of your choices. Or in other words, "Turn on your financial headlights!"

Step #1? Use the remarkable in-the-cloud Executive Calculators for Retailers. Developed by retailers, for retailers. Available only from The ROI.

Be your own consultant!  With a just a few inputs (of numbers you already know), get answers, on your own.  See for yourself whether - and if so, how - an idea "pencils out". The ROI's Executive Calculators let you see in advance "What would happen if I...?" 

Learn - Then Use - the 5 Essential Financial Levers in Retailing

Projecting & Controlling PROFITS, INVENTORY, and CASH FLOW - INTEGRATED!
eLearning Courses and "in the cloud" calculators

See for yourself how fluctuations on the P&L (sales, margins, expenses) and Inventory turns combine to affect Cash Flow. Some call it "connecting the dots."  We call it, "Now, everyone 'gets it'!"

Each of the three courses in this Retail STRATA:G® Kit includes explanatory how-to content, example case studies, a specialized "cause-effect" calculator, and yes, even a final quiz.  click here for more details

Unique Online, Executive Calculators for Retailers

Built specifically for real-life retailers making real time decisions


These retailer-friendly, easy-to-use "calculators" enable you to do your own retail financial projections. Find out for yourself, in advance, "What would happen if I...?"
These are online tools, "in the cloud", available on-demand, 24/7. Nothing to download or install; all the formulas are built in.
Available only from The ROI

For retailers making real time decisions. Face the future with confidence. Gain peace of mind!

Not a Member yet? Join now!  Click here for more information

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Then, your retailers pay nothing!  Thanks to you, they get full advantage of all the resources at The Institute. Sponsors help retailers help themselves.

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3 Different Sites - All for Retailers
3 Different Sites - All for Retailers
Retail STRATA:G® 3-in-1 Kit
Retail STRATA:G® 3-in-1 Kit

Screen shots from Retail STRATA:G® 3-in-1 Kit
(That's "strategy".  Every retailer needs one!)
BUYING PLAN Forecaster
BUYING PLAN Forecaster

Use The ROI's BUYING PLAN Forecaster.  Find out for yourself how much inventory you can afford to buy. On-demand, 24/7. 

Quickly enter numbers you already know (planned sales and margins, beginning inventory @cost) into this special calculator. Then set targeted inventory turns - and immediately see your monthly buying plan. Just like that! AND, it even shows what G.M.R.O.I. it would produce!

The best part of this BUYING PLAN Forecaster?  How easy it is to play "What if...?"  Change sales in one or more months. Tweak the margins. See what happens when you change turns. Immediately! It's amazing. Fast. Accurate. Dynamic. Reliable. go here for more info
Projecting PROFITS eLearning Course
Projecting PROFITS eLearning Course

Projecting a Retail P&L - eLearning Course

The Retailer's P&L Forecaster automates the profit projecting techniques taught in the Projecting a Retail P&L eLearning course. It takes less than an hour to go through the course, practice with the Case Studies, and then start to use the P&L Forecaster on your own. go here for more info

Retailer's P&L Forecaster
Retailer's P&L Forecaster

Use the Retailer's P&L Forecaster.  Find out for yourself in a matter of minutes. Anytime, from anywhere.

Just a few inputs - and immediately see in advance whether that is a profitable plan. All the formulas are built-in, ready to go.

Need to make changes and adjustments during the year? Of course you do. The P&L Forecaster takes the pain out of that.

You're free to do the thinking; the Forecaster dutifully does the number-crunching. Quick. Easy. Accurate. go here for more info
How does YOUR store compare?
How does YOUR store compare?
   click here to find your segment

Benchmark Numbers • 6 Key Ratios for Retailers • 5 Year Trends, in Charts & Graphs • Latest numbers now available • 52 Retail Segments

3-in-1 Calculator
3-in-1 Calculator

INTEGRATED "What if...?" Calculator

3-in-1: Cash Flow, P&L, OTB -- all from the same few inputs

"Incredible!  It 'connects the dots'!"





Want to know more? Watch the movie

Or...for more info, About the INTEGRATED "What if...?" Calculator
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