Estate Over Time

Learn how to use the Estate Over Time Dashboard

Summary

The Estate Over Time dashboard lets you explore every metric. Gain valuable insights into Category and SKU trends over the past three years. Use it to:

• View any metric over time, with additional breakdowns by category and SKU.
• Dive into specific periods by selecting them on the time series.

Setting up the dashboard

The dashboard gives you six configuration options in the top bar, from left to right:

• Product Grouping: change whether the bottom-left bar chart shows Categories, Subcategories, or Brands. The default setting is Category.
• Select metric: changes the metric shown in all of the charts on-screen. The default setting is Sales Value.
• Start Date: Set the start date for your window.
• End Date: Set the end date for your window.
• Time breakdown: Set the time breakdown to view the data by Day, Retailer Week, Calendar Week or Calendar Month. 
• Exclude Dates: Select any dates to exclude from the dashboard. 

What's on screen

There are three types of components on-screen, from top to bottom:

• KPI tile: the KPI summary left of the time series shows the total for the selected metric across the selected date range. 
• Time series: shows your selected metric across the selected date range. To explore outliers or interesting dates, simply click on a date or drag to select multiple dates, which will filter the rest of the dashboard
• Product level and SKU breakdown bar charts: the bottom bar charts show the total for the selected metric across the selected date range. If you have filtered dates on the time series, the breakdowns will feature a light blue bar in the background to represent the entire date range. The dark blue bar represents your filtered dates, providing a clear view of the filtered dates in relation to your selected date range.