Product and modules

Lifecycle sequence first: Financial Planning, OTB Planning, Line Planning.

LinePlan is designed for staged adoption, but the product story follows the actual retail lifecycle: set the financial frame, plan the open-to-buy, then land the line with assortment detail.

Financial ModelingFinancial Planning
Merchandise PlanningOTB Planning

Modules

The paid modules now read in lifecycle order.

Start with financial planning, move into OTB planning, and finish with line planning. The order on this page now matches how the work should unfold.

Financial Modeling
Financial Planning

Financial Modeling

Model topline targets, growth assumptions, and plan-year or plan-month views so teams can start from a grounded financial baseline.

  • Annual budget alignment
  • Quarter-by-quarter target shaping
  • Finance-led review before assortment and OTB work
Merchandise Planning
OTB Planning

Merchandise Planning

Set and rebalance topline retail plans, receipts, inventory flow, and KPI targets without losing the auditability planners need.

  • Department and class planning
  • Monthly and quarterly reforecasting
  • Inventory balancing and KPI resets
Assortment Planning
Line Planning

Assortment Planning

Translate strategy into style-level assortments, compare options, and keep rollups visible while teams work through line architecture.

  • Line reviews by season
  • Category mix decisions
  • Assortment readiness before buy commitment

Included free

Commercial Calendar grounds the work in the real delivery timeline.

Commercial Calendar is included with every package so every plan stays anchored to milestone dates, delivery timing, and the product deliver date everyone is working toward.

Commercial CalendarIncluded free
Included free

Commercial Calendar

Commercial Calendar is included with every package and keeps finance, OTB, and line-planning work grounded in the same delivery timeline.

  • Anchors planning to real milestone dates and product deliver dates
  • Gives every team the same calendar context while plans evolve
  • Turns planning conversations into date-aware execution decisions

Retail use cases

A product story written for operators, planners, and review meetings.

The site should explain what the platform does in plain planning language so buyers can map it to their own team structure.

Annual planning that survives the season

LinePlan helps retail teams carry targets from annual and seasonal planning into monthly replans instead of restarting analysis in new files.

Cross-functional planning without translation loss

Finance, merchandise, and assortment teams can work in the same operating model while keeping module-level views tuned to each function.

A practical migration path from spreadsheet-heavy workflows

The product keeps planning logic legible and reviewable so teams can move into the platform without abandoning the decision structure they trust.

Connected platform

What stays consistent no matter which modules you start with.

  • Shared plan versions and status transitions
  • Commercial calendar context across planning views
  • Role-aware workflows and operator-friendly review surfaces
  • API-backed planning data that can grow into tenant onboarding and billing activation