Welcome to the Members-Only Center

Direct links to all of the specialized resources for owners in the Members-Only Collection

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Member Resources - Specially for Busy Retail Owners


Need to Know It NOW! Bundles

Fast-track collections of how-to articles, webinars, and eLearning Kits

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BUYER'S Bundle 


BUDGETING Bundle 


BORROWING Bundle 



47 RETAIL FINANCIAL HOW-TO ARTICLES AND WHITE PAPERS

RETAIL FINANCE BASICS:

INCOME STATEMENTS (P&LS) • BALANCE SHEETS • RATIO ANALYSIS • RETAIL MATH

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CONTROLLING INVENTORY, PROFITS, CASH FLOW

OPEN-TO-BUYS (OTB) • TURNOVER • MERCHANDISE PLANNING • GMROI • CASH FLOW

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GMROI Basics

Using GMROI





Short Videos
Retail Financial How-To Tips

 

 

Short (10-15 minute) how-to videos by the Co-Founders explaining retail financial fundamentals.

Fast-paced, lively, informative...and fun!  Online, on-demand, 24/7, in the Members-Only Collection. ROI Members can watch them all! Unlimited access. 

 

 Retail Owner's "Dashboard"
   Basics of Open-to-Buy Planning
   Four-Part Open-to-Buy Formula
         
 "Cruise Control" for Ending Inventory
   Raise Turns...and Raise Cash!
   How to SURVIVE This Financial Crisis
         
 Cause-Effect, Cause-Effect "Big Picture"
   Projecting a Retail P&L
   "Where Are We Now?"


"And much more..."

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ROI GUIDES for Retailers

CRISIS Guide

GMROI Guide 

 

GLOSSARY of Retail Financial Terms

 


Webinars
Webinars

NEW from The ROI!
Webinars by the Co-Founders.

Fast-paced, lively, informative...and fun!
Online, on-demand, 24/7.

Watch them all!


"What Retailers MUST Do To SURVIVE
This Financial Crisis
"

 

"The Indispensable Owners Dashboard"

 

"The Basics of Open-to-Buy Planning"

 

"Raise Turns...and Raise Cash!"

Trainer
Trainer
Three major sections:
P&L and Balance Sheets; Inventory Buying Plans; Cash Flow

 

"Learn" in short, self-paced chapters

 

"Practice"  (e.g., take a quiz!)

 

"Apply" to your own business

 

Case Study: The I. M. Surviving (?!) Co.

Plus much more!

Targeted Turnover
Targeted Turnover

Start Now! 
Follow these 5 steps.  Drive your inventory to a targeted, well-conceived ENDING INVENTORY level at the end of each month.

  1. Determine precisely what annual inventory turnover rate your store(s) should have to be profitable and provide an adequate cash flow. (For free guidance, find your segment under the "Retail Benchmarks" tab.)

  2. Next, convert that turnover rate into "days of supply"; i.e., 4.3 turns divided into 365 days in a year equals 85 selling days (of supply) or "one turn's worth of inventory".

  3. Now, simply guesstimate your reasonably expected sales volume for the 85-day period from April 1st forward, in this example, through June 24. Got it?

  4. That sales number now becomes your targeted inventory level (at retail, not cost)  for the end of June. Now you've got a goal, a definitive number to shoot for which is based on going forward safely.

  5. But it's only as good as your ability to hit that target. Therefore, with just a limited number of selling days left before the end of June, you can, and must, reduce prices, cut orders, give spiffs to your staff...whatever it takes to drive down your inventory to hit that ending inventory goal. Now that you know what to do, we know you can do it.

And remember: Survival, without profit, through this recession is like halitosis; it's better than no breath at all!

Online Calculators
Online Calculators

INTEGRATED "What if...?" Calculator

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


GMROI Calculator
#1 Measure of Inventory Productivity


 


Key Ratios Calculator


Member-Access Privileges give you unlimited access to all of these specialized calculators.
Integrated Retail Finance
Integrated Retail Finance
Three major sections:
P&L and Balance Sheets - Inventory Buying Plans - Cash Flow

 

"Learn" in short, self-paced chapters

 

"Practice"  (e.g., take a quiz!)

 

"Apply" to your own business

 

Case Study: The I. M. Surviving (?!) Co.

Plus much more!

The ROI's GUIDES for Retailers
The ROI's GUIDES for Retailers

CRISIS GUIDE for RETAILERS



GMROI GUIDE

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