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RA: Retail Planning,Assortment Analytics with Excel & Python (Udemy.com)

Retail metrics, OTB planning, assortment optimisation & ML forecasting in Excel and Python. Beginners welcome.

Created by: Haytham Omar-Ph.D

Last updated October 2025

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What you will learn

  • Calculate and benchmark operational, inventory, and financial retail metrics: conversion rate, inventory turnover, gross margin, cash-to-cash cycle time, asse
  • Apply retail metrics in Python: conversion rate, daily orders, average transaction value, and inventory turnover across a live retail dataset
  • Build advanced Python data manipulation skills applied to retail data: pivot tables, joins, group-by, imputations, filtering, and melting
  • Calculate retail buying metrics: mark-ups, margins, sales per square foot, actual vs budgeted stocks, shrinkage, ROI, markdown percentage, weeks of stock, and
  • Build a retail budget from A to Z: top-down and bottom-up forecasting, OTB planning, budget markdowns, seasonality modelling, and end-of-month stock calculati
  • Plan OTB by category and apply two distinct OTB planning methods including variations to plan

How it compares

Against the other 388 rated Udemy courses in Python on CourseDuck:

  • Rating4.6 out of 5higher than 70% of them
  • Reviews560#235 of 389 by number of reviews
  • Length19.4 hourslonger than 75% of them
  • Last updatedOctober 2025more recently than 71% of them

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Course Description

RETAIL ANALYTICS · RETAIL BUDGETING · OTB PLANNING · ASSORTMENT OPTIMISATION · MERCHANDISING · PYTHON · AUTOML · INVENTORY · PYCARET · RETAIL PLANNING


★ Highest Rated on Udemy — The Retail Planning Course That Practitioners Trust

This course carries Udemy’s Highest Rated badge — earned by 15,400+ enrolled students who completed it and came back to recommend it with a sustained 4.6-star rating. In a category crowded with short overview courses, the Highest Rated badge signals something rarer: a program that retail professionals, buyers, merchandisers, and planners actually found useful in their day-to-day work.


★ Top Performer on Udemy for Business — Chosen by Retailers for Team Upskilling

This course is consistently selected through the Udemy for Business catalogue for retail team training — the platform used by companies like Nasdaq, Volkswagen, and Eventbrite to upskill their professionals. When retail companies search for a course to train their buying, planning, and merchandising teams in data-driven retail analytics, this is the course they find.


★ Built by a Retail Industry Consultant — Co-Founder of Keip, a SaaS Platform for Retail Management

Haytham is an active retail and supply chain consultant who works with retailers including Sephora France and Sharaf Group Dubai, and is the co-founder of Keip — a SaaS platform built specifically for retail management and analytics. The retail metrics, assortment frameworks, OTB models, and pricing techniques in this course are not textbook constructs. They come directly from live client work and from the product built for retail professionals at Keip. That practitioner depth is what separates this course from all other retail analytics programs on Udemy.


★ The Only Retail Course That Teaches Full Budgeting, OTB, and AutoML Forecasting Together

Most retail courses on Udemy cover one area: either metrics, or buying, or assortment, or inventory. This course covers all of them in one 19.5-hour program — and goes further. Section 6 teaches retail budgeting from A to Z: top-down and bottom-up forecasting, OTB planning, budget markdowns, end-of-month stock calculation, seasonality modelling, and OTB by category. Then, added by student demand in August 2023, a full AutoML chapter using PyCaret generates forecasts for OTB automatically. No other retail course on any platform does this.


★ Python Applied to Retail from Day One — No Coding Experience Required

This course is not Python theory followed by retail examples. It is retail problems, solved in Python, from the first section where metrics appear. Conversion rate, inventory turnover, safety stock for all SKUs, reorder points, assortment optimisation, competing product pricing, and ML forecasting — all built in Python, step by step, with the instructor coding alongside you. The Python crash course is fully included. No prior coding experience is needed at any point.


Retail is a data business. Every buying decision, every OTB plan, every assortment call, every markdown — all of them have a number behind them. Most retail professionals know this but lack the tools to build those numbers analytically. This course changes that. It is the only retail planning program on Udemy that combines Excel fundamentals with Python automation and AutoML forecasting in one 19.5-hour program — and it carries Udemy’s Highest Rated badge to prove that retail professionals find it useful.

The course follows the same proven progression as all programs in this series: metrics and theory in Excel first, Python second. But unlike generic Python courses, every section applies Python to a specific retail problem from day one: calculating conversion rate and inventory turnover across a live retail dataset, building an OTB budget with top-down and bottom-up forecasting, optimising assortment against retail space, modelling competing product pricing with multinomial logit models, calculating safety stock for all SKUs simultaneously, and using PyCaret AutoML to generate sales forecasts for OTB automatically — comparing, blending, and stacking models in minutes.

The retail frameworks in this course come from Haytham’s active consulting work with retailers including Sephora France and Sharaf Group Dubai, and from Keip — the SaaS platform for retail management that he co-founded in Bordeaux. Every metric, every OTB model, every assortment framework, and every pricing tool has been tested in real retail operations — not adapted from a textbook.



WHAT MAKES THIS COURSE DIFFERENT


[ FULL ]

End-to-end retail analytics in one program

Metrics, Python, budgeting, OTB, assortment optimisation, competing product pricing, seasonal inventory, safety stock, and AutoML forecasting — all in one 19.5-hour program. No other retail course covers this breadth.


[ SEPH ]

Built by an active retail consultant and SaaS founder

Haytham consults for retailers including Sephora France and Sharaf Group Dubai, and co-founded Keip — a SaaS platform for retail management. Every model in this course comes from live client work and real retail operations.


[ AUTO ]

AutoML for OTB forecasting — PyCaret included

Section 11 applies PyCaret AutoML to generate retail sales forecasts for OTB planning — running model comparison, blending, stacking, and future prediction automatically. Unique to this course.



TOOLS COVERED IN THIS COURSE

Microsoft Excel | Python | PyCaret (AutoML) | Inventorize | Jupyter Notebook / Anaconda



WHAT YOU WILL LEARN

✓ Calculate and benchmark operational, inventory, and financial retail metrics: conversion rate, inventory turnover, gross margin, cash-to-cash cycle time, assets metrics

✓ Apply retail metrics in Python: conversion rate, daily orders, average transaction value, and inventory turnover across a live retail dataset

✓ Build advanced Python data manipulation skills applied to retail data: pivot tables, joins, group-by, imputations, filtering, and melting

✓ Calculate retail buying metrics: mark-ups, margins, sales per square foot, actual vs budgeted stocks, shrinkage, ROI, markdown percentage, weeks of stock, and VMC

✓ Build a retail budget from A to Z: top-down and bottom-up forecasting, OTB planning, budget markdowns, seasonality modelling, and end-of-month stock calculation

✓ Plan OTB by category and apply two distinct OTB planning methods including variations to plan

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Instructor Details

Haytham Omar-Ph.D

"Never follow a book by its cover, In a world that changes every second, we must be resilient and proactive. " Consultant / Developer /Trainer


Consultant in Supply Chain Management & Business Intelligence

Founder - Keip – Bordeaux

• PhD in supply chain from the University of Bordeaux.

• Supply chain and data science consultant for several national and multinational clients in the UAE and France.

• Data Scientist, Master of Science in Global Supply Chain Management from Bordeaux Ecole de Management, Bordeaux, France


He is currently conducting workshops and seminars in Supply chain and data science as well as consultancy projects for Sephora, Sharaf group and aster pharmacy.

• Haytham conducted more than 70 workshops in UAE in the last three years in supply chain and data science.

Clients :

Sharaf Group

Aster Group

Sephora France

DNO

Qarar for financial analytics

Lamprell

Noble Prog

PWC training Academy

Higher College of Technology

Partners: Edusphere dubai- Limar Tech Saudi arabia – sl-tech Abu Dhabi

Projects :AHQ-SHARAF GROUP:

developing an algorithm for the replenishment of stocks to Sharaf group -adventure HQ . the algorithm is being used since November 2019 with notable results.


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Reviews

4.6

560 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Evan Rogers on 8/15/2024

For someone who is just starting, like me, this course is ideal because the instructor is highly knowledgeable and enthusiastic about the material. I am thoroughly enjoying this course.

By Oleksandr Dumchykov on 7/7/2024

I must say it exceeded my expectations. As someone working in the retail industry, I found this course incredibly valuable. Highly recommended!

By Baratha Kamban S on 6/23/2024

I am an engineer who has an opportunity to work closely with the retail and the inventory team. This course provides exactly what I wanted to learn and understand.

By Monica Roy on 4/28/2024

The course is very detailed, with clear explanations. It is appropriate for beginners and those seeking to understand Retail Planning concepts clearly.

By Leo Stokes on 4/23/2024

The course was extremely useful, with clear explanations, numerous real-life examples, and an easy-to-follow format. It was extremely enjoyable!

By HARISH K R on 2/13/2024

It's good experience

By Edward Blevins on 1/25/2024

This course is the best, and I am very happy I took it. I enjoyed every step of the course. The instructor was very good; he gave a well-detailed explanation at every step.

By Keegan Pillay on 1/20/2023

i dont think its a problem, i think im more the problem because it was a bit harder to understand the pronunciations, but he is extremely knowledgeable

By Abhishek Mengi on 12/17/2021

This is an amazing course designed very well and easy to understand. Anyone who is interested in learning about key metrics used in Retail Stores using Excel and Python.

By Pratyush singh on 7/1/2021

till now I am enjoying this course but i expected topics in more detail. A knowledge which is use full for fetching job in retail sector. More practical and industrial knowledge.

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Overall Score : 92 / 100