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PlanSmart™

AI-Optimized Merchandise Financial Planning Software

PlanSmart is an AI-native merchandise financial planning solution that empowers businesses to create intelligent, margin-aware plans, manage open-to-buy budgets with confidence, and adjust financial strategies to stay on track.
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Trusted by Market-Leading Global Brands
What is PlanSmart

Smarter, Margin-Focused Merchandise Planning

PlanSmart is merchandise financial planning software designed to unify financial targets with merchandising decisions, improve margin control, optimize open-to-buy, and support in-season course corrections so teams can confidently meet business goals.
Compare Plans
Compare multiple plan versions like OP and LY to assess variances and align financial strategies with business objectives through data-driven insights.
Demand Transparency
Unlock real-time visibility into demand patterns to build financial plans that are grounded in data, aligned with consumer intent, and designed to maximize profitability.
Data-Backed Decisions
Pre-season and in-season planning enhances decision-making to ensure your merchandising plans stay aligned with forecasts and trends.
Seamless & Rapid Implementation
PlanSmart integrates with existing enterprise systems to enable a smooth transition for accelerated business impact.

Data-Driven Merchandise Financial Planning

PlanSmart gives planners deeper visibility into financial drivers, empowering them to build clear, consistent merchandise plans and react quickly to performance shifts with confident, data-informed decisions.
Smarter Planning
Align merchandising plans with financial targets, including margin goals, OTB constraints, and inventory productivity metrics to maximize budget efficiency.
Planning Flexibility
Support merchandise and location-based planning across standard and alternative hierarchies, ensuring adaptability for various business needs.
Scenario Planning
Allow planners to optimize financial decisions before execution with scenario modeling, version comparison, and change tracking.
Exception Management
Automatically detect exceptions, surface anomalies, and simplify the review process to reduce risks and boost efficiency.
Financial Visibility
Unlock clarity into margins, variances, and performance drivers, helping planners stay aligned and empowered to make informed in-season decisions.

Merchandising Financial Planning Solutions for Every Industry

PlanSmart ensures financial efficiency and customer satisfaction across every channel for retail business leaders.

Fashion retailers rely on PlanSmart AI-driven forecasting to anticipate demand shifts, align open-to-buy budgets, and respond swiftly to market trends with precision and profitability.

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Department stores use PlanSmart’s AI-native insights to refine merchandising plans, optimize open-to-buy budgets across departments, forecast demand accurately, and drive higher profitability.

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PlanSmart delivers intelligent financial planning for specialty retailers by aligning budgets with category performance, optimizing inventory investments, and driving profitable growth across all locations.

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How it works

The Path to Seamless PlanSmart Integration

Ready for total PlanSmart peace of mind?
01

Build

The Impact Analytics retail merchandise planning software ingests and unifies your business data to power AI-native merchandising strategies that create precise forecasts and measurable business results.
02

Monitor

Our merchandise planning software continuously tracks sales performance against current plans and then optimizes open-to-buy budgets and strategies in real time.
03

Deploy

PlanSmart implements seamlessly with guided onboarding and dedicated team training. Once live, AI-native recommendations support your planners by improving decisions, accelerating workflows, and driving adoption.
01

Build

The Impact Analytics retail merchandise planning software ingests and unifies your business data to power AI-native merchandising strategies that create precise forecasts and measurable business results.
02

Monitor

Our merchandise planning software continuously tracks sales performance against current plans and then optimizes open-to-buy budgets and strategies in real time.
03

Deploy

PlanSmart implements seamlessly with guided onboarding and dedicated team training. Once live, AI-native recommendations support your planners by improving decisions, accelerating workflows, and driving adoption.

Merchandising Success for Retailers

PlanSmart is a merchandise planning software designed for businesses ready to modernize their merchandise financial planning processes with AI. Achieve more precise planning, smarter budget allocation, and seamless alignment with business goals, all driving better decision-making and stronger outcomes.
3-9%
Increase in gross margin
10%
Improved 
forecasting accuracy
60%
Increase in 
planning productivity
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Find Your Right-Fit Merchandising Product Today

Explore our entire suite of AI-native merchandising products to find specific capabilities that meet your team’s needs.

Trusted by Leading Companies

In our clients’ own words

“Our partnership with Impact Analytics and the AI tools that we have at our disposal now really make possible the kind of leapfrogging of capabilities that we want.”
“We landed on Impact Analytics for 3 core reasons: culture, technology, and an intuitive interface that was easy to adopt.”
“We look forward to arming our internal teams with better, more efficient ways to process data, like MondaySmart. They can now synthesize what would have taken hours of meetings and shuffling through lots of financial reports into a succinct AI-powered dashboard and so much more in terms of inventory management and merchandising assortment.”

It’s Time to Think Differently

Let Impact Analytics hone your instincts with data-driven clarity. Discover how Agentic AI gives leaders more time to focus on strategy and creativity with streamlined workflows and agent support that drive enterprise value.
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It’s Time to Think Differently

Let Impact Analytics hone your instincts with data-driven clarity. Discover how Agentic AI gives leaders more time to focus on strategy and creativity with streamlined workflows and agent support that drive enterprise value.
Contact Us
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