Free templates
Two free working files for retail and fashion planners: an open-to-buy Excel template with monthly phasing and a checklist for a retail KPI dashboard in Power BI. Both are sent by email and ready to adapt to your categories and markets.
| Month | Buy plan | Sold | Sell-through | OTB left |
|---|---|---|---|---|
| M1 | 420 | 311 | 74% | 109 |
| M2 | 380 | 358 | 94% | 22 |
| M3 | 455 | 402 | 88% | 53 |
preview · open-to-buy sheet
Planned sales, markdowns, closing stock and on-order by month, category and market, with the open-to-buy at retail, at cost and in units, and three checks that flag drift mid-season.
preview · dashboard checklist
Twelve checks to run before a retail dashboard goes to the commercial team: KPI definitions, data model, market access, refresh, owners and reconciliation.
Leave your email and both files arrive in one message. No newsletter, and your address is never shared.
The weeks of cover formula, why the averaging window changes the answer, a DAX measure that counts only in-stock weeks, and how cover converts to stock turn.
The four pages of a weekly trading report in Power BI, the measures each one needs, the retail calendar underneath it, and the mistakes that make it useless.
The columns a 4-5-4 retail calendar needs, DAX that builds the table, why Power BI time intelligence breaks on it, and what the 53rd week does.
Yes. Both the open-to-buy Excel template and the retail KPI dashboard checklist are free. Leave your email and both files arrive in one message, with no newsletter.
The template is built with standard Excel formulas, so a current desktop version of Microsoft Excel, such as Microsoft 365, is enough. No add-ins or extra software are needed.
Yes. The open-to-buy sheet is laid out by month, category and market, and the All markets block adds them up. To add a market or category, copy a block and rename it. Keep every market in one currency so the totals can be added up.
Go through it before a Power BI retail dashboard is shared with the commercial team. It checks that every KPI has a written definition and an owner, that market access is set and that the refresh works. Anything unticked is a reason to wait.