CORE Planning Agents

The Financial Engine Room: Rigorous Budgets for Inventory and Margin

Merchandise Financial PlanningOpen-to-BuyScenario PlanningFinancial Control

Financial Foundation for Merchandising

CORE Planning agents form the financial foundation of retail merchandising operations. These agents manage the critical Merchandise Financial Plan (MFP), control Open-to-Buy liquidity, and stress-test plans against real-world scenarios to ensure financial discipline and operational agility.

CORE Planning Agent Suite

Merchandise Financial Planning (MFP) Agent

CORE

What is it?

Pre-season financial planning at Product/Time intersection; manages Sales-Cost=Margin equation.

Why care?

Sets the baseline "dollars" framework that governs all tactical plans (OTB, Assortment).

Value Drivers

Financial DisciplinePlan IntegrityExecutive Accountability

Scenario Planning Agent

CORE

What is it?

Stress-tests MFP against category-specific realities (vendor delays, promos) to build contingency buffers.

Why care?

Identifies "what-if" risks *before* disruption, allowing Plan B creation for agility.

Value Drivers

Risk MitigationPlan ResilienceStrategic Flexibility

Open to Buy (OTB) Manager

CORE

What is it?

Liquidity controller governing inventory dollar flow; acts as hard gatekeeper for POs.

Why care?

Prevents overspending; ensures financial targets remain intact despite execution drift.

Value Drivers

Cash Flow ManagementInventory DisciplineFinancial Control

Financial Control Impact

100%
Budget Alignment & Control
Real-Time
OTB Tracking & Alerts
Risk-Adjusted
Scenario-Based Planning

Ready to Strengthen Your Financial Foundation?

See how CORE Planning agents deliver financial discipline with operational agility.