Budget builder
Everything below inherits the top line.
Sales, margin, intake and markdown, by week and department, against last year and the board’s target. The WSSI (MFP), the range and the buy read from it.
Top-down and bottom-up rarely agree.
The target arrives as one figure; the departments build up to another. One tab wins, and the department tabs quietly stop matching the summary.
A mid-market retailer runs 10+ systems and 50+ spreadsheets before merchmix.
Built in 5 moves.
One grid carries the whole sequence and its arithmetic.
Start from last year's actuals, a copied version or growth assumptions.
Set weekly sales and profit across departments, categories, subcategories and stores.
Phase it across your trading calendar.
Branch a scenario, compare snapshots, keep the one that holds.
Submit, approve, and sync the approved version into WSSI.
FORGE · BUDGET BUILDER
One budget. Every level.
FY27 · August · Sales budget
| Department / category | W1 | W2 | W3 | W4 | Total |
|---|---|---|---|---|---|
| Total budget | $395k | $455k | $650k | $608k | $2,108k |
| $323k | $368k | $520k | $500k | $1,711k | |
| Blouses | $60k | $59k | $87k | $70k | $276k |
| Dresses | $84k | $83k | $107k | $168k | $442k |
| Knitwear | $179k | $226k | $326k | $262k | $993k |
| $57k | $66k | $98k | $79k | $300k | |
| Bags | $20k | $22k | $35k | $27k | $104k |
| Scarves | $37k | $44k | $63k | $52k | $196k |
| $15k | $21k | $32k | $29k | $97k | |
| Home & gifts | $15k | $21k | $32k | $29k | $97k |
Versions are kept, never overwritten.
4
states a budget can be in: draft, submitted, approved, rejected.
A snapshot of the whole grid, saved. Compare two side by side, restore one into draft, and read in Commit History who changed what, and when. Set a figure at any level; the rollups resolve around it.
FORGE · SCENARIO COMPARISON
Explore the upside.
FY27 · August · Base budget → Clothing growth
ONE ASSUMPTION
Clothing sales growth
Accessories and homewares hold their base allocation. Clothing rolls up into the total.
| Department | Base | Scenario |
|---|---|---|
| Clothing | $1,711k | $1,847.9k |
| Accessories | $300k | $300k |
| Homewares | $97k | $97k |
| Total | $2,108k | $2,244.9k |
Adjust clothing growth to preview the rollup.
A budget that changes is normal.
A revision goes through the same approval and syncs again; the earlier version stays in Commit History. Continuity, assortment and allocation read the new figure.
yukti trades the variance.
When actuals leave the budget, yukti proposes the rebalance, replenishment or intake shift that closes the gap, reason attached. The target stays put.
Bring PO-7684 forward two weeks
Rain Jacket availability has been 61% across sizes since W33, and the gap tracks the styles that are out of stock rather than the styles on the floor. Harbor Tex has confirmed the order can land in W38. On current rate of sale that recovers the $46k by W41. Weekly budgets are not touched and the season target does not move.
Downstream reads whatever was approved.
Budget builder is one part of core. The signed-off version syncs into WSSI, and everything after inherits it.
- core
Budgets, WSSI, OTB, ranges and sizes, connected.
- WSSI
Weekly sales, stock and intake, against the approved figure.
- Assortment & range planning
Option counts take their target from it.
- Demand forecasting
Weekly and monthly baselines beside the budget.
- atlas
Budget against actual, live.
Questions, answered.
Top-down or bottom-up?
Both. Set a figure at any level and the rollups resolve around it.
Can I keep my own financial year and hierarchy?
Yes. Your fiscal periods and hierarchy, total business down to subcategory.
What happens when the figure changes after sign-off?
It goes through approval again and syncs to WSSI; the earlier version stays in Commit History.
Can finance get it out of the system?
Yes. Export and import are part of the flow; Budget Sync Jobs shows what went to WSSI and when.
When could the next budget be built in it?
Live in 12 to 15 weeks, end to end. A free 6-week POC on your own data, no contract, comes first.
Free, on your own actuals.
A 1-hour demo with sales and product, then the 6-week POC on your own data, no contract.
Updated 15 September 2026