JDA Planning & Assortment Self-Assessment

Identify the opportunities in your business

Fill out the form below to start your assessment

JDA has worked with over 6,000 companies worldwide and assembled what we believe are the best-in-class retail and supply chain capabilities. We invite you to complete a comprehensive and complimentary Planning & Assortment Management Self- Assessment to benchmark your company against the very best. We think you will find this to be a valuable educational exercise that you can share with your colleagues.


Value Drivers




One Time Value

Inventory reduction




Increase Revenue

Revenue Lift (Out of Stocks)




Margin on Revenue Lift




Revenue Lift on Accessory Sale




Margin on Revenue Lift for Accessory Sale




Strategic Revenue Lift




Margin on Strategic Revenue Lift




Improve Margin Rate

Improve Margin Rate due to less markdown




Reduce Expenses

Inventory Carrying Costs




SG&A Expense




Merchandise Transfer Expense








Recurring Savings (1 year)




Recurring Savings  (5 years)




One-Time Savings




Upon completion of the Self-Assessment, you will receive a personalized report measuring your retail planning & assortment managment operations against best-in-class standards. Your value assessment will highlight areas for potential improvement in a multi-dimensional spider chart. Using your own financial metrics, we can compare your company to similarly sized companies in your industry and show you ways to gain competitive advantage and grow your market share. Your report will also include examples and results from numerous case studies, illustrating the benefits you can achieve through optimal retail and supply chain management.


Learn strategies for high impact improvements in each of the following areas, as well as how these functions are interrelated:

  • Merchandise Financial Planning
  • Sizing & Pre-Packing
  • Assortment Planning
  • Clustering
  • Allocation

To complete the assessment, download a simple worksheet to collaborate with your colleagues and gather the required information. Then, follow the link to complete the answers. The self-assessment is a complimentary report with unique industry knowledge and insight. There is no fee for this service and no obligation.