These insights help businesses optimize pricing strategies, identify underperforming products, track trends, and manage stock efficiently. Users can leverage these metrics to make data-driven decisions and improve overall profitability.
Insights
1. Not Meeting Margin Target
Formula:
percentualMargin < marginTargetDescription: Identifies products where the profit margin falls below the target threshold.
2. Product Loses Money
Formula:
Margin < 0Description: Flags products where revenue is insufficient to cover costs and VAT.
3. Not Sold During Last Year
Formula:
timeSincePurchased > 365Description: Identifies products that have not been sold in the past year.
4. Days Since Last Customer Purchase
Formula:
timeSincePurchased >= 14Description: Indicates the number of days since the last recorded customer purchase.
5. Average Days Per One Sale
Formula:
averageDaysPerSale >= 21Description: Tracks the average duration between sales occurrences.
6-9. Benefits from Price Drop (Small, Medium, Large, Very Large)
Formula: Defined by
optimalProfitPercentualPriceDifferenceranges.Description: Determines if a price reduction would increase profitability.
10. Campaign Days Used This Year
Formula:
campaignDatesUsedThisYear > 90Description: Measures how often promotional campaigns were used over a year.
11. Number of Days at Normal Price
Formula:
normalPriceDatesUsedThisYear <= 60Description: Identifies products that have been sold at a regular price for a limited period.
12. Percentage of Orders Discounted
Formula:
shareOfDiscountedSales >= 0.5Description: Highlights products where more than 50% of sales were at a discounted price.
13-16. Benefits from Price Increase (Small, Medium, Large, Very Large)
Formula: Defined by
optimalProfitPercentualPriceDifferenceranges.Description: Indicates the potential profit gain from increasing prices.
17-19. Sales, Revenue, and Profit Rank
Formula:
rank <= 25(using dense ranking methodology).Description: Identifies top-performing products based on sales, revenue, or profit.
20-22. % of Total Quantity, Revenue, Profit (Last 1 Year)
Formula:
soldQuantityShare,revenueShare,profitShare <= 0.05Description: Measures a product's contribution to overall sales, revenue, and profit.
23-25. Percentile of Revenue, Quantity, Profit
Formula:
percentile <= 10Description: Evaluates product performance relative to other items in inventory.
26-29. Seasonal Insights
Coming into Season Soon, Going Out of Season, In Preparation Season, In Season Now
Formula: Based on product seasonality and sales patterns.
Description: Provides seasonality-based insights for inventory planning.
30. Empty Inventory
Formula:
Availability <= 0Description: Flags products that are out of stock.
31-38. Seasonal and Event-Based Product Categories
Formula: Based on demand fluctuations for seasons and events.
Description: Categorizes products based on seasonal demand surges.
39. Trending Last 2 Weeks
Formula:
TrendingLast2weeks = trueDescription: Highlights products experiencing a recent spike in demand.
40. Underperforming Products
Formula: Based on profit and revenue performance.
Description: Identifies products performing below expectations.
41. Quadrant-Based Product Classification
Formula: Categorized based on revenue, profit, elasticity, and demand.
Description: Segments products into actionable categories such as "Traffic Drivers," "Profit Generators," and "Poor Performers."
Store Insight Formulas
1. Sales Growth Rate
Formula:
(salesPeriod 2 - salesPeriod 1) / salesPeriod 1Description: Measures the percentage growth in sales over two 3-month periods.
2. Elasticity Index
Formula:
Average demand differentiation over price changes (-50% to +50%)Description: Assesses the price sensitivity of demand.
3. Scaled Elasticity Index
Formula:
Scaled version of elasticityIndexDescription: Provides a weighted measurement of price elasticity.
4. Profit Velocity
Formula:
SUM(Profit) / SUM(quantity) (last 3 months)Description: Measures profit per unit sold over a recent period.
5. Lost Sales Revenue
Formula:
SUM(forecasted revenue when availability < 0)Description: Estimates revenue lost due to stockouts.
6-9. Promotional Impact Metrics
Formula: Changes in quantity, revenue, and profit due to promotions.
Description: Evaluates the effectiveness of promotional campaigns.
10-13. Coupon Impact Metrics
Formula: Measures the effect of coupon discounts on sales, revenue, and profit.
Description: Analyzes how coupons influence customer purchasing behavior.
14-17. Markdown Impact Metrics
Formula: Compares sales performance before and after markdowns.
Description: Assesses how markdowns affect demand and profitability.
18. Return Rate
Formula:
Total returns / SUM(sold quantity)Description: Identifies products with high return rates.
19. Share of Margin
Formula:
Product margin / total marginDescription: Determines a product’s contribution to total profitability.
20-22. Average Discount Rates
Formula:
AVG(discount) for promo, coupon, markdown casesDescription: Calculates average discount levels for different discounting strategies.
23. Share of Discounted Sales
Formula:
Discounted sold quantity / total sold quantityDescription: Measures the proportion of sales generated through discounts.
24. Sell-Through Rate
Formula:
Units sold in 3 months / availability at period startDescription: Assesses inventory turnover effectiveness.
Additional Insights Without Descriptions
These metrics relate to revenue, profit, inventory performance, and product movement but do not currently have detailed descriptions:
Revenue, Quantity, and Profit ABC Classification
Inventory Turnover & Inventory-to-Sales Ratio
Sold Quantity, Revenue, Profit Trends (Last 3 Months)
Discount Boost Metrics
New, Not Sold Recently, and No Price Changes Lately Products
For further analysis, these insights can be used to optimize pricing strategies, manage inventory, and drive revenue growth.