Retail Use Cases

Retail EPM and EDM roadmaps should connect merchandise, demand, store, inventory, workforce, profitability, reconciliation, and multi-entity planning requirements.

Primary EPM/EDM Pillar	Industry Use Case
Planning	Merchandise financial planning
Planning	Demand forecasting and seasonal planning
Planning	Store-level financial planning
Planning	Retail calendar planning (4-5-4 / 13-period)
Planning	Markdown and promotion planning
Planning	Rolling forecast and scenario planning
Planning	Inventory and working-capital planning
Planning	Workforce and store-staffing planning
Narrative Reporting	ESG and sustainability reporting
Narrative Reporting	Real-time KPI dashboards and reporting
Profitability and Cost Management	Omnichannel profitability analysis
Account Reconciliation	POS and multi-source transaction reconciliation
Financial Consolidation and Close	Multi-entity / franchise consolidation