In retail, being proactive is key to driving success. But without the right data at the right time, making fast and informed decisions is impossible. That’s why we encourage clients to upload Month-to-Date (MTD) data—enabling you to leverage the dashboards and reporting in Retail ORBIT® to make smarter, quicker decisions based on real-time sales and inventory trends.

Why MTD Data Matters

Uploading your MTD data—especially between the 15th and 25th of each month—ensures planners have the time to analyze trends before month-end and adjust future plans accordingly. This proactive approach allows for:

✅ Faster Plan Adjustments – Early identification of sales trends enables timely adjustments to next month’s plan.
✅ Seamless Month-End (EOM) Processing – With updated data, we can catch anomalies, adjust plans, and guarantee on-time plan releases on the 1st of the month.
✅ Real-Time Visibility – Track sales and inventory trends at every level—class, category, location, and total company.

Unlocking Actionable Insights with MTD Data

With MTD data, you gain access to powerful tools like the Inventory Action Report—a dynamic report in your Retail ORBIT® library that provides a real-time snapshot of Sales, Markdowns, and Inventory. This report empowers you to:

• Identify Opportunities for Reorders

  • Spot fast-selling classes and pull future orders forward to meet demand.

• Address Underperforming Areas

  • Isolate slow-moving classes for markdowns or adjust future buys to prevent overstocking.

• Forecast with Accuracy

  • View not only where you are today, but also where you’re projected to finish by month-end.

• Analyze Beyond the Current Month

  • Examine performance across multiple months—whether by season or any period relevant to your business.

Multi-Location Insights

For businesses with multiple stores, the Inventory Action Report can break down performance by location. This allows you to:

📊 Compare sales trends across different stores.
📊 Pinpoint high-performing locations to replicate success elsewhere.
📊 Identify underperforming locations for focused interventions.