Financial planning · capability

A merchandise financial plan tied to the bottom-up.

Top-down targets reconciled to the demand forecast in one grid — so the plan everyone buys against is one number, not five exports.

Planning·Financial plan · MFPLast sync · just now

Merchandise financial plan

The money envelope — Plan vs Actual on every category × month cell, reconciled to the forecast.

Net sales$185MGross margin61.7%OTB rem.$143MSell-through106%
CategoryFebMarAprMay
Wide-Leg Pants$2.8M−4%$4.0M−24%$3.5M−22%$3.2M
Tops & Tees$1.8M+2%$2.6M−4%$2.2M−16%$2.0M
Knitwear$737k−18%$1.2M−13%$1.2M−9%$1.3M
Dresses$647k0%$1.7M+8%$1.6M−1%$1.3M
Skirts$507k−1%$729k+7%$643k−1%$561k
Denim$1.1M−24%$1.6M−11%$1.4M−13%$1.3M
+ 6 more · 12 categories·Brand total $185M
The numbers behind it

Why the financial plan sets the ceiling on the season.

14 pts

Full-price sell-through gap between retail leaders and the industry — most of it down to how they act on the forecast.

Source: Incisiv × WRC × Anaplan 2026

~53%

Share of unplanned markdown cost attributed to upstream buying and forecasting decisions, not in-season demand.

Source: Coresight industry research

+23%

Face the Future's full-price sell-through gain after the plan moved with the forecast.

Source: Audited customer outcome

The problem today

What breaks before financial planning runs to plan.

Planning·Financial plan · SS27
Built
top-down · Excel
set once, then stale
Gross margin vs plan
−2.4 pts
drifting down
Markdown vs plan
+3.1 pts
over budget
Reconciled to forecast
never
two different numbers
Full-price gap
14 pts
vs retail leaders
Plan vs where it’s tracking · by metric
PlanTracking
Net sales$248M plan · tracking $243.5M−1.8%Gross margin %58.5% plan · tracking 56.1%−2.4 ptsMarkdown %8.0% plan · tracking 11.1%+3.1 ptsEOP inventory$92M plan · tracking $97.5M+6%
Off plan · this season
Gross marginerosion−2.4 pts
Markdownover budget+3.1 pts
Net salesbehind−1.8%
EOP inventoryover+6%
The plan the board signed off
6 weeks stale
the MFP and the bottom-up forecast are two different numbers
Diagnosis — the financial plan is set top-down in Excel and never reconciles to the bottom-up forecast — so it drifts from what’s actually being bought and soldSource: Coresight markdown attribution 2024 · Incisiv × WRC × Anaplan benchmark
How Tightly does it

Three steps from target to a plan that ties to the buy.

Tightly · MFP cycle· three stages from data to decisionLive
01Plan
FY26 MFP · KNITWEAR · $MPlanForecastΔQ11.841.86+1%Q22.202.31+5%Q32.402.18−9%Q42.903.05+5%FY269.349.40+0.6%

MFP at SKU × channel × month

Plan at the same granularity as the forecast — not category averages. Variance attributes to the line where the move happened.

MFP grid · 12 categories
02Reconcile
RECONCILIATION · LIVETOP-DOWN · CFO$9.34MFY targetBOTTOM-UP · BUYER$9.40Mper-SKU sumRECONCILED · +0.6%Both sides agree on $9.34M — committedVARIANCE ATTRIBUTEDKnitwear −$0.4MTops & Tees +$0.5M

Bottom-up reconciled to top-down

Both sides agree on one number live. Top-down ripples down; bottom-up flags against the top.

Reconciliation gate
03Sign-off
CYCLE 9 · DRAFT-TO-BASELINEDraftMaya PatelCOMPLETE2CommittedSarah ChenIN REVIEW3Signed-offJenny PaceyPENDING

Cycle gates with Draft-to-Baseline

Plans gate at draft → committed → signed-off. Every move audited; every cycle reviewable.

Cycle 9 dashboard
See it run

The money envelope — Plan vs Actual on every cell.

Financial PlanMFPOpen-to-BuyApprovalsOTB · MAY $4.2MLast sync · just now
MFPFY26 · SS26 · All categories ▾Live · signed off

The money envelope · category × month · Plan vs Actual on every cell

Net sales
$185M
+12.7% LY · −0.6% engine
Gross margin
61.7%
DTC 66% · WS 41%
Avg inventory $
$7.3M
at cost · FY mean
OTB remaining
$143M
receipts − on order · FY
Sell-through
106%
sold ÷ received · FY plan
ChannelAll channels ▾HeatmapWorksheetSales $Margin %
!Re-baseline candidate · −1.9% across 3 of the last 4 monthsKnitwear leading at +72% · $1.1M envelope exposureReview varianceAdjust line plansDraft re-baseline →
Category
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Wide-Leg PantsFY $41M
$2.8M$2.7M−4%
$4.0M$3.1M−24%
$3.5M$2.8M−22%
$3.2M
$3.3M
$3.0M
$3.1M
$4.1M
Tailored TrousersFY $19M
$1.3M$997k−21%
$1.8M$1.8M+1%
$1.6M$1.6M0%
$1.5M
$1.5M
$1.4M
$1.4M
$1.9M
Tops & TeesFY $26M
$1.8M$1.8M+2%
$2.6M$2.4M−4%
$2.2M$1.9M−16%
$2.0M
$2.1M
$1.9M
$2.0M
$2.6M
KnitwearFY $19M
$737k$607k−18%
$1.2M$1.1M−13%
$1.2M$1.1M−9%
$1.3M
$1.3M
$1.1M
$1.2M
$2.2M
DressesFY $13M
$647k$646k0%
$1.7M$1.9M+8%
$1.6M$1.6M−1%
$1.3M
$1.2M
$991k
$1.0M
$1.2M
SkirtsFY $9M
$507k$507k−1%
$729k$777k+7%
$643k$636k−1%
$561k
$593k
$544k
$568k
$754k
DenimFY $17M
$1.1M$823k−24%
$1.6M$1.4M−11%
$1.4M$1.2M−13%
$1.3M
$1.2M
$1.1M
$1.1M
$1.8M
Brand total · FY
Plan $185M · Actual to date $40M · LY to date $40M
LY FY $164M · Δ vs LY +12.7%
Plan signed off · Maya Patel — Head of Merchandise PlanningTry a changeSign off ✓
Why teams change

What changes once the plan ties to the buy.

One MFP, every category, in one place

Sales, margin, inventory, receipts and OTB by month, by category, by channel. The same numbers the CFO is approving and the buyer is committing to.

Plan in intent, not formulas

Tia authors columns and views in the planner's own language ('show me the categories overshooting OTB'). The math sits underneath; the team works on decisions, not spreadsheet wiring.

Lineage on every cell

Click any number and see where it came from, who touched it last, and what changed. Audit is built in, not bolted on at quarter-end.

Fits how your team plans, not the other way round

4-5-4, ISO weeks, monthly, weekly — Tightly fits your retail calendar and your hierarchy, not the calendar a vendor wrote in 2009.

Your agents

Meet your Planning agent

Lines the financial plan up to the forecast and flags open-to-buy gaps before the buy is committed.

Meet the agents
Tightly agent
just now · within your limits
Live

Re-forecast ready — 3 categories have drifted from plan this week. Want me to stage the moves for your review?

Drifted vs plan · this weekΔ wmape
Tailored Trousers+9%8%
Woolly Layers−12%11%
Activewear+5%9%
Rebalance 240u DC → SFRe-baseline OTB Q3Hold buy on OCN-072
Stage movesReview firstLogged · audit ready
Customer outcome
We used to argue about whose number was right every Monday. Now the plan and the forecast move together — Monday meetings are about what to do, not whose spreadsheet to believe.
Face the Future
Mark Till
MD, Face the Future
+23%

Full-price sell-through (audited)

What this replaces

The plan you have today, and the one Tightly delivers.

Today · a stack of spreadsheets
Top-down target
Finance · Excel
$9.34M
locked Feb
Bottom-up build40+ sheets
rolled up by hand · Buying · Excel
$9.40M
3 wks stale
line plansassortment plansOTBcategory MFPsmarkdown budget
Rolled up & reconciled in Monday’s meeting — real variance shows up at end-of-season

The plan lives across dozens of spreadsheets — a line plan and an assortment plan per category, OTB, category MFPs — rolled up by hand into one bottom-up number, then reconciled with finance in a meeting. The real variance only shows up end-of-season.

Tightly · MFP · reconciled live
Top-down
$9.34M
0.6% gap
Bottom-up
$9.40M
Variance attributed · by category live
Knitwear−9%
Tops & Tees+14%
Wide-Leg Pants+5%

One model — not a stack of sheets. Top-down and bottom-up reconcile live, and the 0.6% gap is attributed to the category the day it appears, not in a post-mortem.

FAQ

Questions buyers ask, answered straight.

Something not covered here? Talk to the team.

How does this work with our existing ERP MFP?

Tightly reads receipts, costs and committed buys from your ERP and writes the proposed plan back. We don't replace the ERP — we put the planning model on top so the team plans against live data, not a stale extract.

Can we keep multiple plan versions for scenarios?

Yes. Working / Committed / Signed-off versions per cycle, plus what-if scenarios you can branch and reconcile. Audit log on every move.

How long does it take to seed a new MFP cycle?

Two days to import last year's actuals and the current forecast. The first useful baseline lands at the end of week one.

Who can sign off a plan?

Configurable. Most teams gate at category-owner submits → CFO/MD approves → committed. Every change after sign-off carries a reason and a name.

Does it handle multi-fascia / multi-brand?

Yes — see /platform/scale. Each brand has its own plan; group-level rolls up live with risk register and exposure attribution.

One plan, one number. Top-down and bottom-up, reconciled live.

There's nothing to rip out. Tightly runs on your existing ERP, EDI, e-commerce and POS. Give us 30 minutes and we'll show it on your own categories.