Changelog

Follow up on the latest improvements and updates.

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Head over to Toolio Academy to get a quick walkthrough of
Assortment Plan Defaults
and start building assortments faster with reusable templates!
Assortment Plan Defaults are now available, giving planners a faster and more consistent way to start assortment planning. Teams can create and manage reusable default sets with key planning attributes like curves, receipt planning and forecasting attributes then apply them when creating new assortments or choices across workflows such as Style Bank and Compare mode. Defaults act as a smart starting point, while imports, user edits, and existing choices remain untouched, ensuring flexibility without disrupting in-progress plans. This update reduces manual setup, improves consistency, and keeps planners firmly in control.
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Read more about AP Defaults in this help article.
You can now surface async task status and last execution time directly in the main grid as columns. These attributes can be added from the attribute picker and viewed alongside your existing data, making it easier to spot what’s running, what’s stuck, and what needs attention.
Once added, these columns fully support ui-grid filtering and sorting, so teams can quickly narrow down records and prioritize work based on task health and recency.
Notes:
  • Filtering and sorting are available via ui-grid filters only.
  • Toolbar filters are not supported for async task attributes.
This brings critical operational signals front and center, helping teams focus on what matters most directly on the grid.
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We’ve now released the pinned scenario feature in the MP module. Now, when a user clicks the pin on a Scenario name, the opened view loads that specific scenario, not the scenario previously saved to the view. The UX mirrors Dataset pins exactly. This ensures a more predictable and consistent experience when navigating between scenarios.
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Allocation strategies now have the Number of Locations to allocate to at a glance, giving merchants and planners immediate visibility into a strategy’s store coverage so they can compare, prioritize and act faster.
Screenshot_2026-01-22_at_7_00_01 AM

new

Merchandise Plan

Assortment Plan

Item Plan

Platform

Allocation

Border controls for Conditional Formatting

We added border controls to the Conditional Formatting dialog so you can style grid cells with the same flexibility you expect from spreadsheets.
What’s new
A new Border control in the conditional formatting dialog that lets you choose:
  • Border type: Left, Right, Top, Bottom, All Around, or Clear
  • Color: pick any border color
  • Weight: 1px, 2px, or 3px
The border button shows a live preview (selected border icon, a color bar, and the weight text) so you can see your choice before saving.
Why this matters
  • Ability to separate metrics with clear borders — make key numbers and groups visually distinct for faster scanning and clearer reports.
  • More customization on conditional formatting — get reports closer to the look and feel people are used to in spreadsheets, reducing friction when teams adopt Toolio for reporting.
Try it out in the Conditional Formatting dialog — choose the Border control, pick the type/color/weight, and preview the result before applying.
Screenshot_2026-01-19_at_1_04_32 PM
We’re introducing shareable deep links that capture the full state of a user’s view including selected dataset, filters, dynamic groups and scenario parameters directly in the URL. Instead of spending time recreating an unsaved setup, teams can now jump straight into the exact context someone is seeing with a single link. This is especially impactful for debugging workflows, where we anticipate time savings by eliminating back-and-forth and manual state reconstruction.
You can now set a Default Dashboard, making it easier to land on the right insights every time. Just like with Views, admins can assign a default dashboard for all users to ensure a consistent starting point, while non-admin users can choose their own personal default dashboard to match how they work. Fewer clicks, faster context, and a dashboard that feels like home from the moment you land on Dashboard module.
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improved

Assortment Plan

Hindsight Analysis Improvements

We’re improving the Hindsight Analysis screen to make partition selection faster and the workflow more consistent.
What’s changing
• Partitions: filters + views:
  • Replace the current dropdown (thousands of partition/cluster combinations) with a filterable grid that shows key partition info at-a-glance.
  • Support expandable row details so you can drill in without losing your place.
• Richer partition columns:
  • Add key data directly into the grid columns, including everything previously shown in the two small grids: Cleansed & original ROS, Key rationalization points/inputs.
• Layout: plot + product grid:
  • Replace the plot above the product grid.
  • On page load, preload plot + product data, but keep the product grid collapsed by default to preserve space and reduce clutter.
• Faster navigation:
  • Double-click a partition row to load/open it directly in the Hindsight screen.
Screenshot 2026-01-09 at 15
Read more about Hindsight Analysis here.
You can now set column right border widths in Assortment Plan reporting, in addition to Merchandise Planning.
For more details, see the original post: Set column right border widths (Merchandise Planning)
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