Free Retail playbooks

Three short reads. One calculator. Zero salesman.

Stop guessing where the money's leaking — get the {niche} playbook free

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  • PDF

    The Retail Margin vs Velocity Grid

    Plot every SKU on margin-vs-velocity axes to see which products deserve front-shelf space.

  • PDF

    Retail Slow-Mover Workbook

    Identify dead inventory before it ages out and recover the capital for your next high-turn order.

  • PDF

    The Retail SKU Margin Playbook

    Discover your actual per-unit margin after shrinkage and build a pricing floor for every item.

  • PDF

    The Monthly Shrink Audit

    A 4-step cycle count routine that catches what walked out — by employees, customers, and paperwork errors.

  • PDF

    The Returns Rate Tracker

    Tag every return by reason and channel. Find the SKU, vendor, or staff member bleeding 30 cents of every refunded dollar.

  • PDF

    The Vendor Terms Cash Cushion

    Pull every PO from 90 days, sort by payment term, and find the vendors starving your bank account.

  • PDF

    The Foot Traffic Conversion Screen

    Count walk-ins, count receipts, divide. If you cannot turn 1 in 5 visitors into a sale, the problem is between door and counter.

  • PDF

    The Holiday Buildup Trigger

    A 4-week pre-Q4 routine that locks buy quantities, vendors, and cash before "holiday creep" buyers walk in October 1.

  • PDF

    The Repeat Customer Signal

    Tag every receipt with phone or email. Pull the 30/60/90 repeat rate. The ones who come back twice are worth 67% more.

  • Calculator

    Inventory Turnover Calculator

    Compute your annualized inventory turns from COGS and average inventory to spot slow-moving stock.

Built on proven small-business profitability frameworks. The PDFs in this library are Finca's interpretation applied to your industry.
Free Retail playbooks — Clover POS analytics | Finca Metrics