Open To Buy Spreadsheet May 2026

A functional OTB template typically includes the following columns or sections:

Expected discounts or price reductions to move older stock. open to buy spreadsheet

Your forecast of how much you expect to sell during the month. A functional OTB template typically includes the following

At its most basic level, your spreadsheet uses this logic to determine your available budget: open to buy spreadsheet

The amount of stock you want to have left over at the end of the month to start the next period.

Planned OTB=Planned Ending Inventory+Planned Sales+Planned Markdowns−Planned Beginning InventoryPlanned OTB equals Planned Ending Inventory plus Planned Sales plus Planned Markdowns minus Planned Beginning Inventory