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Merchandising · Free · Works in your browser

Markdown planner

Enter the lines you are thinking of marking down, with stock, cost, prices and recent rate of sale. Try a markdown on each to see the units it should clear, the cash it releases at cost, the margin it gives up, and which lines would sell below cost.

It answers
  1. 1.How many units each line should sell over the sale.
  2. 2.The cash released at cost, and the margin given up.
  3. 3.Which lines clear, which only partly clear, and which sell below cost.
  4. 4.The blended margin of the sale.
Settings
Cash released at cost
£8,143
401 units over the sale
Margin given up
£6,024
Against today's prices
Share of stock cleared
56%
322 units left after the sale
Blended margin of the sale
61.5%
1 line below cost
Units sold in the sale and left after it
ClearsPartialBelow costLeft
7 rows · example data, replace it with yours
#StyleNew priceUnits soldClearedStatusCash released at costMargin given upNew marginDescriptionStock (units)Unit cost (£)Full price inc VAT (£)Current price inc VAT (£)Weekly rate of sale (units)Markdown % off full price
£66.5064100%Clears£1,343£1,51962.1%
£59.259044%Partial£1,665£062.5%
£39.005954%Partial£945£1,27950.8%
£34.303998%Clears£472£15458.0%
£96.0011999%Clears£3,222£2,38766.3%
£17.502415%Partial£228£35034.9%
£48.00621%Below cost£268£335-20.0%

Take it into Excel

The download carries your rows and the same rules as live Excel formulas, so it keeps working as you add lines: yellow cells for your data, blue-grey cells calculated, drop-down lists, red and amber flags, frozen headers and filters. Tabs: Start here · Settings (sale rule) · Lines (projection) · Sale summary.

Live in Retail Loom: Markdown sign-off. The same job on your live data, nominate, model, lock and approve a markdown, then compare it with actuals.See the product tour

Your data never leaves this browser: nothing is uploaded, and the workbook is built on your device. Copy rows from Excel or Google Sheets and paste into any cell; include the header row to match columns by name.

Want this running on live data? Retail Loom does it over your shop platform, accounts and stock system, every day. See Retail Loom or get in touch.