Planning & Budgeting Software for Retail Companies

Trusted by thousands of finance users

Why leading retailers choose Cube

Unified Retail Planning

Cube connects financial planning, workforce management, and merchandising in one centralized platform, eliminating manual processes and enabling faster, more confident decisions.

Store-Level Insights

Drill into performance by store, region, or channel to uncover trends, improve margins, and support granular planning with real-time data.

Real-Time Scenario Modeling

Quickly respond to market changes, supply chain issues, or pricing shifts with on-the-fly modeling in Excel or Google Sheets.

Manage FP&A Your Way

Annual Budgets

Reforecasting

Driver Based Planning

Income Statements

Cash Flow Reporting

Scenario Planning

Strategic Initiative Evaluation

Cost-Benefit Analysis

Monthly/Quarterly Forecasting

Retail finance teams trust Cube to transform their FP&A

We’re spending more time partnering with the business and analyzing how changes affect revenue across all three entities.

Morgan Rafferty

Senior Finance Manager

Now with Cube, we spend more than half our time on strategic work—partnering with the business instead of cleaning up the numbers.

James Mann

CFO

faqs

Still have questions?

What is Cube and how does it support retail financial planning in Excel and Google Sheets?

Cube is a no-code FP&A platform that integrates directly into Excel and Google Sheets, Slack and Teams, on Macs and PCs. Retail finance teams can continue using familiar tools while benefiting from centralized data governance, one-click data syncs, and automated workflows.

How does Cube help with store-level performance tracking and forecasting?

Cube provides a centralized, multi-dimensional model connected to your most important data sources, and offers live reporting and real-time data access down to the store, product category, or region level. This lets retail teams build financial and KPI-rich operational reports, analyze same-store performance, and forecast margins and inventory needs with dynamic scenario drivers.

Can Cube support scenario planning for promotions or supply chain disruptions?

Yes. Cube enables multi-scenario modeling such as “what-if” scenarios for promotions, inventory lead times, or pricing changes using built-in drivers. You can run parallel scenarios (e.g., budget vs. forecast vs. supply delay) and actualize them in your spreadsheet or dashboard.

How does Cube enable driver‑based planning for retail finance teams?

Cube supports driver‑based planning by linking operational drivers like store staff, inventory levels, or marketing spend directly to financial outcomes in your models. This empowers teams to forecast margin, labor costs, and inventory turnover by SKU or store.

What data integrations does Cube offer for retail FP&A teams?

Cube integrates with ERPs, POS systems, HRIS tools, spreadsheets, and more. Cube offers no-code ingestion, mapping, and cleansing for multi-entity, multi-currency retail finance teams, and helps avoid manual imports or VLOOKUPs.

How secure is Cube for large retail organizations?

Built on AWS, Cube is SOC 2 Type II certified and GDPR compliant. It features granular access controls, detailed audit trails, versioning, and encryption at rest and in transit meeting the strict security standards of enterprise environments.

What retail KPIs and variance insights can Cube handle?

Cube offers AI-powered Smart Analysis for variance reporting. Track plan vs. actuals on metrics like revenue variance, labor spend, or stock turns. Drill into top outliers, view root causes, and share insights instantly in Excel, Sheets, or Slack/Teams.

How does Cube support collaboration between finance, operations, and merchandising?

Cube centralizes workflows with version control, task management, audit trails, and controlled spreadsheet publishing. All teams, from finance to merchandising can work in shared Excel or Google Sheets while maintaining compliance, clarity, and real-time alignment.

Does Cube support workforce and headcount planning for retail?

Absolutely. Cube provides specific headcount and workforce planning templates that integrate HRIS and finance data. You can model staffing levels, wage costs, seasonality, and store-level labor scenarios directly in your spreadsheets, or sync to Cube’s Workspace.