Tools & Resources

Download Retail Checklists, Forms, Worksheets & Calculations to help you run your retail business more effectively.

Pre-workshop presentation. A compilation of interesting quotes, business and retail facts. Some are funny, some are insightful, some are astonishing, and quite a few will make you wonder…   

Gross Profit Formula

Gross Profit Formula, Profit Formula, Calculating Gross Profit, Gross Profit percentage,  Gross Margin, Net Profit, Net Margin & Your Money. 

Negotiable Terms

As stated in our popular Negotiation Skills Workshop, terms in a negotiation will always destroy price and should be the main focus. Here is a list of 93 terms that may be negotiable in a deal that you can try.

Computer System Needs Analysis Form

Do you know what questions to ask when buying new technology for your retail business? Do you know what technology can do for you? This form is a comprehensive list of technology needs and questions to ask of every technology vendor to help you determine your software needs and to use to identify the best solution for your unique needs.

Retail Formulas

A listing and calculation of the most popular retail formulas used by retailers of all sizes to assess the health of their business and plan for desired inventory levels as well as sales performance and profitability. 

Glossary of Retail Terms

Glossary of standard terms used in retail by companies of any size.

Stress Test

Charles Darwin once said: “It is not the strongest species that survive, not the most intelligent but the ones most responsive to change.” Yet too much change can be the source of tremendous stress, whether it was positive or negative. Here is a Test for you to check your stress levels.

Twelve Month Merchandise Plan Template

12-month Merchandise Plan for 40 categories to help you calculate your Open-to-Buy and other inventory ratios including Maintained Margin, GMROII and Inventory Turnover.

Maintained Margin Calculation Table

Do you know the impact of Markdowns on your Gross Profit? This chart will show you the effects of taking a Markdown and its impact on your Maintained Margin at various initial Gross Profit percentages.


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