Simplify Your Product Line and Boost Profitability

Managing a growing product catalog can quickly become overwhelming. SKU proliferation drives up inventory costs, complicates operations, and dilutes marketing focus—often without delivering proportional revenue gains. This Product Assortment Rationalization Form helps e-commerce businesses, retailers, and product teams systematically evaluate which products to keep, consolidate, or discontinue.

Built for product managers, merchandising teams, and retail operations professionals, this template guides you through a structured rationalization process that balances data-driven insights with customer impact considerations. You'll assess sales performance, identify cannibalization between similar products, evaluate operational complexity, and quantify the benefits of simplification—all in one organized workflow.

Why Paperform for Product Rationalization?

Paperform transforms what could be a spreadsheet nightmare into a branded, user-friendly assessment tool. With conditional logic, the form adapts based on your responses, surfacing relevant questions about cannibalization risks or customer alternatives only when needed. Built-in calculations can help you estimate potential cost savings, while the document-style editor lets you embed performance charts, product images, or reference materials directly in the form.

Once submitted, use Stepper to automate your post-assessment workflow—route high-priority discontinuation candidates to leadership for approval, update your product database, notify affected teams, or trigger customer communication sequences. Connect submissions to your inventory management system, PIM, or analytics tools to keep everything in sync.

Whether you're preparing for a quarterly portfolio review, responding to margin pressure, or simply cleaning up years of product creep, this template gives you a systematic framework to make confident rationalization decisions that improve both customer experience and your bottom line.