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The ROI's Projecting Calculators

Strategic Retailing How-To Articles

Profits | Inventory | Cash 

Open-to-Buys (OTB) • Turnover • Merchandise Planning • GMROI • Cash Flow

Cash Flow Planning

Coping With A Cash Crunch

Cost vs. Retail Method Of Accounting

GMROI By Customer Category(!)

That Cash-Inventory-Profits Connection

Retail STRATA:G® Wheel

GMROI Basics

Buying Plan ("Open-to-Buy") Basics

Shape Up Your Inventory

Costs Of "Excess" Inventory

Using GMROI

How To Cut Inventory – Fast!

Basics Of Retail Finance

Income Statements (P&L's) • Balance Sheets • Ratios • Retail Math

Banks Rent Money, Don't They?

Learn "Conversational Banker-ese"

Cause-Effect, Cause-Effect: Manage Inventory, Profits...And Cash!

Find Your Store's Key Ratios...In 12 Seconds Each!

Measure, Monitor and Manage Your Store's "Vital Signs"

"Turn On Your Financial Headlights!"

How To Use Your Linked(!) Financial Statement

Myth Of "The Bottom Line"

Working Capital In A Retail Business

Owners Issues

Banking, Financing • Strategic Planning • Survival(!) • Growth Management • Succession

Project Your Balance Sheet In Nine Steps 

Three Stages Of Decline In Retailing

Top Five "Killers" Of Retail Businesses

How To Sell Your Store

Is Your Store A Good Investment?

Adversity Test For Retailers

Retail Owners: Where's Your Job Description?

"Am I Running This Business...Or Is It Running Me?!"

Putting A Price Tag On Your Business

The Four (Only!) Ways Retail Businesses Grow

Game Plan For A Turnaround

Strategic Decisions–Step-by-Step

Expand...Or Should You?

Six Step Turnaround Program For Your Stores

Beyond Survival; It's Time To Thrive

Stress Management For Retailers

Retailer's Guide To Savvy Borrowing

Those Capital Investments: To Buy Or Not To Buy?

Strategic Store Issues 

People • Sales & Marketing • Locations • "Theatre of Retailing"

Customize Your Customer Service

Rate Your Store From The Shopper's Perspective

Managing Your Store's Most Valuable Asset: Front Line Employees

Could Owner Benefits Be Killing Your Store?

Sales Forecasting: Part Art, Part Science

Take The Voodoo Out Of Advertising

Value For Today's Value-Conscious Customer

Find Your Best Customer. Now, Find More Of Them

Beyond The Paycheck: Creative Compensation

Teaching Salespeople To, umm, Sell!

Online Retail Self-Assessment Tools

Gain important perspective • Identify growth opportunities • Make needed adjustments in "retail time"

Compare Retail Performance

Financial Strength Rater   Retail Growth Rater    Key Retail Ratios Calculator
         
Index of Sales Potential   Expense "Bucketizer"   Retail Store Rater
         
Retailing's Stages of Decline   Retail Owners Dashboard   Retail Trend Tracker
         
Monthly Retail Sales Trends   Quick Quiz: PROFITS   Quick Quiz: BALANCE SHEET
         
Quick Quiz: INVENTORY Control   Quick Quiz: CASH FLOW    

 



Key Retail Benchmarks

Six Key Metrics • Five Year Trend Charts • 45 Retail & Restaurant Verticals

 

Benchmarks Resource Center

Have questions about how to read these ratios, or what they really mean? Go to The ROI's Benchmarks Resource Center.

Read about the key ratios.

Watch a lively, informative webinar about the Indispensable Owners Dashboard (and download a pdf master copy of the one-page Dashboard for your own use.)

Calculate your own ratios, either with a pencil (each one takes 12 seconds or less!) or with the Key Ratios Calculator.

Refer to the "cheat sheet" recap about the key ratios; even download a pdf to have a hard copy.

Go to Benchmarks Resource Center

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?"

 






Need to Know It NOW! Bundles

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

 Go here for more info

Direct Access: click each link to go directly to that resource • use your browser's "Back" button to return to this page
 


BUYER'S Bundle 
 

BUDGETING Bundle 
 

BORROWING Bundle 
 

 

 

"And much more..."

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ROI GUIDES for Retailers

CRISIS Guide

GMROI Guide 

 

GLOSSARY of Retail Financial Terms

 

30 AUG
2010

Integrated Retail Finance

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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!

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