Members Center

Members: When logged in, you can use this page as your starting point to go directly to specific Members-Only Resources.

FYI: You must be logged in with your active Member Access Privileges (e.g., paid Membership) to use these resources. Go here to SUBSCRIBE.

24 Webinars With The Co-Founders

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But...Will You Have a PROFIT?	Basics of TURNOVER & OPEN-TO-BUY	Managing MARKDOWNS	Power of GMROI	Secrets of Retail CASH FLOW	OPEN-TO-BUY Plans for Multiple Departments
4-Step SURVIVAL Plan	3 STAGES of DECLINE	The OWNER'S Dilemma	PROJECTING the Balance Sheet	Bank or Vendor NEGOTIATIONS	The Owner's DASHBOARD
Retail STRATA:G^® WHEEL	4 FINANCIAL WHEELS	2 Key RATIOS	All 3 Kinds of ASSETS	Answering "WHY?"	Job Description for OWNERS(!)
Shrewd ADVERTISING	The TREND TRACKER	The STORE RATER	So, You Want to SELL Your STORE?	How to Outperform(!) the Economy	"Secret Recipe" for Retail Decisions

4 e-Learning Kits: Online Training Courses + Projecting Calculators

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Projecting Retail PROFITS Kit

Projecting INVENTORY (Open-to-Buy) Plans

Projecting Retail CASH FLOW - Integrated!

GMROI Inventory Productivity Kit

Online Retail Self-Assessment Tools

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

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 Finance How-To Articles

RETAIL FINANCE BASICS

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

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Banks Rent Money, Don't They?

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

How to Use Your (Linked!) Financial Statement

Learn "Conversational Banker-ese"

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

Myth(!) of The "Bottom Line"

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

"Turn on Your Financial Headlights!"

Working Capital in a Retail Business

CONTROLLING INVENTORY, PROFITS, CASH FLOW

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

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Cash Flow Planning	That Cash-Inventory-Profits Connection	Shape Up Your Inventory
Coping with a Cash Crunch	Retail STRATA:G^® Wheel	Costs of "Excess" Inventory
Cost vs. Retail Method of Accounting	GMROI Basics	Using GMROI
GMROI by Customer Category(!)	Buying Plan ("Open-to-Buy") Basics	How to Cut Inventory... FAST!

STRATEGIC OWNER ISSUES

BANKING • STRATEGIC PLANNING • SURVIVAL • GROWTH MANAGEMENT • SUCCESSION

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"New Normal" Needs a New Nine-Step Approach	Adversity Test for Retailers	Game Plan for a Turnaround	Recession? Don't Be A Victim! How to Survive
Three Stages of Decline, and What to Do About Them	Retail Owners... Where's Your Job Description?	Strategic Decisions – Step-by-Step	Stress Management for Retailers
Top Five "Killers" of Retail Businesses	"Am I Running This Business? Or Is It Running Me?!?"	Expand... Or Should You?!	Retailers Guide to Savvy Borrowing
How to Sell Your Store	Putting a Price Tag On Your Business	Six Step Turnaround Program for Your Store	Those Capital Investments: To Buy? Or Not to Buy?
The "X" Factor: Is Your Store a Good Investment?	The Four (Only!) Ways That Retail Businesses Grow

MANAGING DAY-TO-DAY STORE ISSUES...STRATEGICALLY

PEOPLE • SALES & MARKETING • LOCATIONS • "THEATER OF RETAILING"

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How to Anticipate Customer Service Preferences	Could "Owner Benefits" Be Killing Your Store?	Find Your Best Customer. Now, Find More of Them!
Rate Your Store from the Shopper's Perspective	Sales Forecasting: Part Art, Part Science	Beyond the Paycheck: Creative Compensation
Managing Your Store's Most Valuable Asset: Front-Line Employees	Take the Voodoo Out of Advertising	Teaching Salespeople to SELL!
	Value for Today's Value-Conscious Customer

The ROI's Projecting Calculators

"What if...?" Calculators for Retailers

The ROI's proprietary online Retail STRATA:G® calculators are for projecting, looking ahead, comparing "What if...?" outcomes. (Go here for information about each of these specialized calculators)

PROFITS Forecaster/Trend Tracker	Speedy BUYING PLAN Forecaster	MULTI-DEPARTMENT BUYING Planner

3-in-1 INTEGRATED CASH FLOW Planner	GMROI Calculator	KEY RATIOS Calculator

Speedy CASH Forecaster	Financial STRENGTH Rater	4 Month PROFITS Outlook

4 Month CASH FLOW Planner

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?"