Dollar Plan Case Study

CaseStudy_SampleDollarFormat.xlsx

Sample Format

Six- Month Budget \| Season: Fall_(_____________)\| Department:________________\| Buyer's Name______________
		Actual LY	Plan TY				Actual LY	Plan TY
Total Retail Reductions $				Net Seasonal Sales
Total Retail Reductions %				Sales change (inc. Dec.%) over LY
Initial Mark-up %				Average Retail Stock
Gross Margin %				Stock Turnover
Operating Expenses%				Average Monthly Sales
Profit%				GMROI
	Season:	August	Sep	Oct	Nov	Dec	Jan	Season Totals	Feb
SALES	Last Year Sales $
	% TT (LY)
	Planned Sales $
	% TT (Planned TY)
BOM STOCK	Last Year $
	Basic stock/S-S Ratio
	Planned Year $
	Basic stock/S-S Ratio
REDUCTIONS	Last Year $
	% TT (LY)
	Planned Year $
	% TT (Planned TY)
EOM STOCK	Last Year $
	Planned Year $
PLANNED PURCHASES AT RETAIL	Last Year $
	Planned Year $
PLANNED PURCHASES AT COST	Last Year $
	Planned Year $