ROT

Excel Templates

Markdown Planning Workbook

Plan markdowns by SKU and category with margin impact projection. Designed for buyers, planners, and merchandisers.

XLSX · 11.3 KB3 sheetsReviewed by Bhanu Prakash
XLSX · 11.3 KB

Enter your name and email. Your download starts immediately.

No credit card. No spam. Unsubscribe anytime.

Markdown Planning Workbook

About this template

Plan markdowns by SKU and category with margin impact projection. Designed for buyers, planners, and merchandisers.

What's included

  • Markdown depth recommender by sell-through
  • Gross margin impact projection
  • Aged inventory alerts
  • Promotion calendar view
  • Reusable across seasons

Related Calculators

Markdown Calculator

The pricing tool every buyer and merchandiser reaches for when inventory is running behind sell-through pace. Out comes the markdown amount, the markdown percent, the final selling price, and, once a cost is entered, the resulting gross profit and margin percent. It also flags whether the markdown depth is promotional, seasonal, aggressive or clearance-tier, and generates practical next-step recommendations tied to gross margin, GMROI, sell-through rate and inventory turnover. A markdown also changes the inventory value carried under the retail inventory method, so it is worth re-checking that ratio after a significant markdown event rather than waiting for the next period close.

Gross Margin Calculator

The cleanest read on how much of every sales dollar you actually keep after paying for the goods. Gross margin drives every downstream financial decision in retail: what to price, what to promote, what to keep on the shelf. Margin percent, the markup equivalent, cost as a percent of revenue and the price-to-cost multiplier all appear together, which is what it takes to translate between the three lenses without reaching for a second tool. The COGS input behind all of it depends on how inventory is valued in the first place, and a retailer using the retail inventory method will get a different COGS figure than one costing at actual unit cost, even from identical sales and purchase data.

Inventory Turnover Calculator

Measure how many times a year your average inventory sells through and gets replaced. The single most consequential operational KPI in retail. It connects buying decisions, warehouse cash, markdown risk, and finance targets into one number. The turn ratio arrives converted into days and weeks of supply, together with the working capital a one-turn improvement would release. Departments that carry stock at retail value rather than cost usually track it with a retail inventory method tracking template, which produces the same average-inventory figure this calculator needs.

Related Articles

Related Templates

Explore Related Resources

Handpicked benchmarks, templates and guides to help you dig deeper.