Simplifying Cannabis Success: Clear Insights to Identify Performance, Measure Impact, and Drive Acti

Running a dispensary requires balancing inventory investments, sales forecasting, and customer preferences—all while navigating an evolving industry. We bring decades of expertise in merchandise planning, sales analytics, and budgeting to dispensary owners, offering tailored, practical solutions to increase sales and profitability. 

Our team combines over 50 years of senior-level merchandise planning experience across global retail industries, including cannabis since 2016. We specialize in creating actionable, data-driven strategies that make running your business less intimidating and more efficient. Whether you're managing one dispensary or a multi-location operation, we adapt to your unique challenges and deliver results.

  Gain insights into what's driving your business:

• Weekly, monthly, and seasonal performance reviews.
• Customized reporting with key inventory, profit, and customer metrics.
• Consumer trend analysis to align with purchasing behaviors.

 Make confident, data-backed decisions:

• Plan inventory investments with precise forecasting.
• Coordinate pricing strategies that balance margin and market competitiveness.
• Model promotions to predict profitability and consumer behavior.

  Keep your shelves stocked with the right products at the right time:

• Proactive planning to avoid markdowns and lost sales.
• Core-item reordering strategies using demand forecasting models.
• Dynamic inventory systems built for growth and sustainability.

 Achieve your business goals with hands-on expertise:

• Launch growth projects that drive measurable results.
• Learn the “why” behind past performance and apply it to future strategies.
• Build a roadmap for success with actionable recommendations from experienced planners.

Gain clarity on your dispensary’s performance with our comprehensive business reviews and tailored KPIs. We assess and analyze sales, margins, and inventory across your operations, delivering 2-3 targeted action items weekly for the greatest business improvement.

• Quarterly & Monthly KPIs: We set annual goals and break them down into actionable quarterly and monthly KPIs, keeping investor groups and dispensary owners on track.
• Category  Performance Analysis: Identify high-performing categories and pinpoint areas needing improvement.
• Sales  and Margin Optimization: Increase selling margins and maximize inventory investment with data-backed insights.

Plan for a profitable future with our custom financial models tailored specifically for dispensaries and cultivation facilities. Perfect for investors seeking a clear financial roadmap.

• 12 and 36-Month Projections: Get detailed, month-by-month projections to make data-driven decisions with confidence.
• “What-If” Scenarios: Model various financial scenarios to guide growth strategies or secure external capital.
• Comprehensive Financial Reports: Includes income statements, cash flow statements, labor models, and key financial ratios.

 Unlock deeper insights with reporting and analytics tools designed to answer your business’s most pressing questions.

• Daily Sales Goals: Set precise daily sales targets based on historical sales patterns.
• Proprietary Item-Level Planning Tool: Get item-specific insights, such as top sellers, recommended reorders, and items ripe for markdowns.
• Real-Time Dashboard: Interactive dashboards allow for daily, actionable insights on inventory, sales, and margins.

We blend advanced analytics with human expertise to ensure that data isn’t just collected—it’s used effectively. Instead of relying solely on software that leaves you overwhelmed, we offer a hands-on approach to help you interpret and apply data. You’ll work directly with experts who understand the nuances of your business and can make an immediate impact. Build a roadmap for success with actionable recommendations from experienced planners.

Let us help you scale sustainably and profitably with our bespoke services. Whether you need short-term support or a long-term partner, we provide the tools, training, and insights necessary to succeed.

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