Promotion Stock

Learn how to use the Promotion Stock dashboard

Summary

The Promotion Stock dashboard helps you manage your stock through all stages of a promotion. It shows daily sales uplift, stock levels and on-shelf availability to help guide interventions to maximise promo performance. Use it to:

• Identify emerging stock and availability problems during key promotional periods
• Quickly spot depots with too much or too little stock, and intervene to maintain on-shelf availability while minimising waste.

Setting up the dashboard

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

• Start Date: set the Start date of your promotion.
• Length of Promo: Choose the length of your promotion 
• End Date: This cannot be changed and is based on the start date plus the length of the promotion

• Delivery Window (DW): Set the number of before the promo start date to calculate more accurate Depot Inbound or Store Inbound metrics.

• Delivery Window Date: This cannot be changed and is based on the start date minus the delivery window.
• Promotion Period: View the screen by the full promotion date range (start to end date) or for the latest date in the promotion

 

What's on screen

There are four components on-screen, from top left to bottom right:

1. KPI tiles: at the top of the page show your headline figures for the selected date range. Each tile is made up of a primary metric (larger number) and a secondary metric (smaller number).
2. Product breakdown Table: shows the same metrics as the KPI but at the SKU level. Below each of the 6 KPIs are two cells showing the primary metric and the supporting metric.
3. Depot breakdown bar chart: shows three bars representing,  Depot Shorts by SKU during the delivery window, Depot Stock for the latest day of the promo and Store Shorts by SKU during the delivery window
4. Time series: in the bottom right of the page, there are 6 sets of time-series graphs showing 21 days pre-promo, your selected promo range and 7 days post-promo

Want to know more? Click here to explore each section in more detail.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

What's on-screen in more Detail

1.  KPI tiles: the KPI tiles at the top of the page show your headline figures for the selected date range. Each tile is made up of a primary metric (larger number) and a secondary metric (smaller number).

• Promo Sales Volume & Uplift %: Sales Volume during the promotion. The Uplift % is measured against base sales (daily average sales for the pre-promo period of 21 days).

• • Red = Decrease in sales vs the pre-promo period
  • Blue = Increase in sales vs the pre-promo period

• Availability % & Lost Sales Volume: during the selected promo range.
  
  • Red = Availability target has not been met
  • Grey = Availability target has been met
• Average Price & Discount %: Average Price during the selected promo range. The Discount % shows the discount percentage vs the pre-promo period of 21 days.
  • Red = A reduction in average price vs the pre-promo period
  • Blue = An increase in average price vs the pre-promo period
• Waste Volume & Waste %: during the selected promo range.

• Depot Inbound % & Shorts: during the delivery window until the end of the promo
  • Red = Depot Inbound % target has not been met
  • Grey = Depot Inbound % target has been met
• Store Inbound % & Shorts: during the delivery window until the end of the promo
  • Red = Store Inbound % target has not been met
  • Grey = Store Inbound % target has been met

 

 

2.  Product breakdown table: shows the same metrics as the KPI but at the SKU level. Below each of the 6 KPIs are two cells showing the primary metric and the supporting metric.

• Promo Sales Volume & Uplift %

• Promo Average Price & Discount %

• Availability % & Lost Sales

• Waste Volume & Waste %

• Depot Inbound % & Shorts

• Store Inbound % & Shorts

 

 

3.  Depot breakdown bar chart: shows the following 3 metrics:

• Depot Shorts by SKU during the delivery window until the end of the promo
• Depot Stock for the latest day of the promo
• Store Shorts by SKU during the delivery window until the end of the promo

 

 

4.  Time series: In the bottom right of the page, of the page, there are 6 sets of time-series graphs showing 21 days pre-promo, your selected promo range and 7 days post-promo:

• Depot Inbound (Ordered, Matched, Shorted) and Depot Inbound %

  • Grey bars: Units/cases ordered into depot
  • Navy bars: Units/cases matched into depot
  • Pink bars: Units/cases shorted into depot
  • Solid line: The line shows Depot Inbound %. Red dots indicate days the Depot Inbound % is below target, Black dots indicate where it is above target.
  • Dashed line: Depot Inbound % Target (which is set in filters)

• Depot Stock

  • Pale Blue bars: Depot Stock units / cases

• Store Inbound (Ordered, Matched, Shorted) and Store Inbound %

  • Grey bars: Units/cases ordered into store
  • Navy bars: Units/cases matched into store
  • Pink bars: Units/cases shorted into store
  • Solid line: The line shows Store Inbound %. Red dots indicate days the Store Inbound % is below target, Black dots indicate where it is above target.
  • Dashed line: Store Inbound % Target (which is set in filters)
• Store Stock

• • Grey bars: Store Stock units / cases

• Sales Volume and Average Price: is broken down by:

  • Grey bars: Non-Promo Sales Volume
  • Blue bars: Promo Sales Volume
  • Pink bars: Lost Sales Volume
  • Solid line: Average Price
  • Dotted line: Base Sales (average daily sales pre-promo)

• Waste Volume and Availability %

  • Purple bars: Waste Volume (or Waste value if volume is unavailable)
  • Solid line: The line shows Availability %. Red dots indicate days Availability % is below target, Black dots indicate where it is above target.
  • Dashed line: Availability % Target (which is set in filters)