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Members Center

Members: When logged in, you can use this page as your starting point to go directly to specific Members-Only Resources.

 

FYI: You must be logged in with your active Member Access Privileges (e.g., paid Membership) to use these resources. Go here to SUBSCRIBE.

Online Retail Self-Assessment Tools

Gain important perspective • Identify growth opportunities • Make needed adjustments in "retail time"

Compare Retail Performance

Financial Strength Rater   Retail Growth Rater    Key Retail Ratios Calculator
         
Index of Sales Potential   Expense "Bucketizer"   Retail Store Rater
         
Retailing's Stages of Decline   Retail Owners Dashboard   Retail Trend Tracker
         
Monthly Retail Sales Trends   Quick Quiz: PROFITS   Quick Quiz: BALANCE SHEET
         
Quick Quiz: INVENTORY Control   Quick Quiz: CASH FLOW    

 



Key Retail Benchmarks

Six Key Metrics • Five Year Trend Charts • 45 Retail & Restaurant Verticals

 


Benchmarks Resource Center

Have questions about how to read these ratios, or what they really mean? Go to The ROI's Benchmarks Resource Center.

Read about the key ratios.

Watch a lively, informative webinar about the Indispensable Owners Dashboard (and download a pdf master copy of the one-page Dashboard for your own use.)

Calculate your own ratios, either with a pencil (each one takes 12 seconds or less!) or with the Key Ratios Calculator.

Refer to the "cheat sheet" recap about the key ratios; even download a pdf to have a hard copy.

Go to Benchmarks Resource Center

Retail Finance How-To Articles

CONTROLLING INVENTORY, PROFITS, CASH FLOW

OPEN-TO-BUYS (OTB) • TURNOVER • MERCHANDISE PLANNING • GMROI • CASH FLOW

Click each link to go directly to that resource • Use your browser's "back" button to return to this page

Cash Flow Planning

That Cash-Inventory-Profits Connection

Shape Up Your Inventory

 

Coping with a Cash Crunch

 

Retail STRATA:G® Wheel

 

Costs of "Excess" Inventory

 

Cost vs. Retail Method of Accounting

GMROI Basics

Using GMROI

GMROI by Customer Category(!)

 

Buying Plan ("Open-to-Buy") Basics

How to Cut Inventory...
FAST!

 

The ROI's Projecting Calculators

"What if...?" Calculators for Retailers

The ROI's proprietary online Retail STRATA:G® calculators are for projecting, looking ahead, comparing "What if...?" outcomes. (Go here for information about each of these specialized calculators)

Retail Projecting Calculators

PROFITS Forecaster/Trend Tracker    Speedy BUYING PLAN Forecaster   MULTI-DEPARTMENT BUYING Planner
         
3-in-1 INTEGRATED CASH FLOW Planner   GMROI Calculator   KEY RATIOS Calculator
         
Speedy CASH Forecaster   Financial STRENGTH Rater   4 Month PROFITS Outlook
         
4 Month CASH FLOW Planner        

 

 

 

 


 

Retail Financial How-To Tips

Short (10-15 minute) how-to videos by the Co-Founders explaining retail financial fundamentals.

Fast-paced, lively, informative...and fun!  Online, on-demand, 24/7, in the Members-Only Collection. ROI Members can watch them all! Unlimited access. 

 Retail Owner's "Dashboard"    Basics of Open-to-Buy Planning    Four-Part Open-to-Buy Formula
         
 "Cruise Control" for Ending Inventory    Raise Turns...and Raise Cash!    How to SURVIVE This Financial Crisis
         
 Cause-Effect, Cause-Effect "Big Picture"    Projecting a Retail P&L    "Where Are We Now?"

 







Need to Know It NOW! Bundles

Fast-track collections of how-to articles, webinars, and eLearning Kits

 Go here for more info

Direct Access: click each link to go directly to that resource • use your browser's "Back" button to return to this page
 


BUYER'S Bundle 
 

BUDGETING Bundle 
 

BORROWING Bundle 
 

 

 

"And much more..."

click each link to go directly to that resource • use your browser's "Back" button to return to this page

ROI GUIDES for Retailers

CRISIS Guide

GMROI Guide 

 

GLOSSARY of Retail Financial Terms

 


30 AUG
2010

Integrated Retail Finance

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Three major sections:
P&L and Balance Sheets - Inventory Buying Plans - Cash Flow

 

"Learn" in short, self-paced chapters

 

"Practice"  (e.g., take a quiz!)

 

"Apply" to your own business

 

Case Study: The I. M. Surviving (?!) Co.

Plus much more!


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Since 1999, empowering retailers and store owners to "Turn on your financial headlights!"