Below is a bucket list of all of the Metrics Toolio comes out of the box with. If you want to learn more about metrics before diving into this list, please see the Metrics - Overview article first. You can see these Metrics in the Grid Format as well.
Additional Receipts AIR
Formula:
{additional_receipts_ticket} / {additional_receipts_units}
Additional Receipts AUC
Formula:
{additional_receipts_cost} / {additional_receipts_units}
Additional Receipts AUR
Formula:
{additional_receipts_retail} / {additional_receipts_units}
Additional Receipts Cost
Additional Receipts IMU
Initial Markup for the receipts
Formula:
({additional_receipts_ticket} - {additional_receipts_cost}) / {additional_receipts_ticket}
Additional Receipts Margin
Formula:
{additional_receipts_retail} - {additional_receipts_cost}
Additional Receipts Margin %
Formula:
({additional_receipts_retail} - {additional_receipts_cost}) / {additional_receipts_retail}
Additional Receipts Retail
Additional Receipts Ticket
Additional Receipts Units
Adjustment AIR
Formula:
{adjustment_ticket} / {adjustment_units}
Adjustment AUC
Formula:
{adjustment_cost} / {adjustment_units}
Adjustment AUR
Formula:
{adjustment_retail} / {adjustment_units}
Adjustment Cost
Please see Adjustment Units
Adjustment Cost Rate
Formula:
{adjustment_cost} / {bop_cost}
Adjustment FP Cost
Adjustment FP Retail
Adjustment FP Ticket
Adjustment FP Units
Adjustment MD Cost
Adjustment MD Retail
Adjustment MD Ticket
Adjustment MD Units
Adjustment Retail
Please see Adjustment Units
Adjustment Retail Rate
Formula:
{adjustment_retail} / {bop_retail}
Adjustment Ticket
Please see Adjustment Units
Adjustment Ticket Rate
Formula:
{adjustment_ticket} / {bop_ticket}
Adjustment Unit Rate
Formula:
{adjustment_units} / {bop_units}
Adjustment Units
This is used to capture unaccounted for deltas between ending inventory and next period's inventory. For actuals, this is automatically calculated by NEXT(BOP) - EOP, to ensure that ending inventory ties into the opening inventory.For future planning, this can be used to capture non-sale inventory changes, such as accounting for shrink, give-aways, etc.You can read more about the adjustment metrics here - https://help.toolio.com/en/articles/6503100-adjustment-metrics
ATS Cost
Formula:
{bop_cost} + {receipts_cost}
ATS Retail
Formula:
{bop_retail} + {receipts_retail}
ATS Ticket
Formula:
{bop_ticket} + {receipts_ticket}
ATS Units
Formula:
{bop_units} + {receipts_units}
Average Daily Sales Cost
Formula:
AVERAGE({gross_sales_cost}) / 7.00
Average Daily Sales Retail
Formula:
AVERAGE({gross_sales_retail}) / 7.00
Average Daily Sales Ticket
Formula:
(AVERAGE({gross_sales_retail}) + AVERAGE({markdown}) + AVERAGE({discount})) / 7.00
Average Daily Sales Units
Formula:
AVERAGE({gross_sales_units}) / 7.00
Average Inventory Cost
Formula:
AVERAGE({bop_cost})
Average Inventory Retail
Formula:
AVERAGE({bop_retail})
Average Inventory Units
Formula:
AVERAGE({bop_units})
Average per Week
Formula:
AVERAGE({gross_sales_units})
Bookings Cost
Topline sales prior to returns. Measured in cost value.
Actualization:
{booking__total_cost}
Bookings Fill Rate Units
Average Unit Cost of Gross Sales
Formula:
{gross_sales_units} / {bookings_units}
Bookings Retail
Topline sales prior to returns, but after allowances (i.e. markdowns and discounts). Measured in retail value.
Actualization:
{booking__total_retail}
Bookings Ticket
Topline sales prior to returns and allowances (i.e. markdowns and discounts). Measured in ticket value.
Actualization:
{booking__total_ticket}
Bookings Units
Topline sales prior to returns. Measured in units.
Actualization:
{booking__units}
BOP AIR
Formula:
{bop_ticket} / {bop_units}
BOP AIR FP
Formula:
{bop_fp_ticket} / {bop_fp_units}
BOP AIR MD
Formula:
{bop_md_ticket} / {bop_md_units}
BOP AUC
Formula:
{bop_cost} / {bop_units}
BOP AUC FP
Formula:
{bop_fp_cost} / {bop_fp_units}
BOP AUC MD
Formula:
{bop_md_cost} / {bop_md_units}
BOP AUR
Formula:
{bop_retail} / {bop_units}
BOP AUR FP
Formula:
{bop_fp_retail} / {bop_fp_units}
BOP AUR MD
Formula:
{bop_md_retail} / {bop_md_units}
BOP Cost
Actualization:
{inventory__total_cost}
BOP Cost FP
BOP Cost MD
Formula:
{bop_cost} - {bop_fp_cost}
BOP IMU
Initial Markup of the Inventory
Formula:
({bop_ticket} - {bop_cost}) / {bop_ticket}
BOP Margin
Formula:
{bop_retail} - {bop_cost}
BOP Margin %
Formula:
({bop_retail} - {bop_cost}) / {bop_retail}
BOP Retail
Beginning of period inventory measured in retail value.
Actualization:
{inventory__total_retail}
BOP Retail FP
BOP Retail MD
Formula:
{bop_retail} - {bop_fp_retail}
BOP Ticket
Beginning of period inventory measured at ticket value.
Actualization:
{inventory__total_ticket}
BOP Ticket FP
BOP Ticket MD
Formula:
{bop_ticket} - {bop_fp_ticket}
BOP Units
Actualization:
{inventory__units}
BOP Units FP
BOP Units MD
Formula:
{bop_units} - {bop_fp_units}
Choices per Week
Only used in Merchandise Plan. It shows the total number of choices that were sold within a week. When aggregated over time, the average per week is taken
Actualization:
CHOICE_DEFINITIONS_CONCAT
Comp Gross Sales Retail
Actualization:
new Date('{location__comp_date}') < new Date('{sale__timestamp}') ? {sale__sales_retail} : 0
Comp Gross Sales Units
Actualization:
new Date('{location__comp_date}') < new Date('{sale__timestamp}') ? {sale__sales_units} : 0
Constrained Dependent Cost
Constrained Dependent Retail
Constrained Dependent Ticket
Constrained Dependent Units
Constrained Sales Cost
Used in Assortment Plan to show projected sales constrained by available inventory in cost.
Actualization:
{sale__sales_cost}
Constrained Sales Retail
Used in Assortment Plan to show projected sales constrained by available inventory in retail.
Actualization:
{sale__sales_retail}
Constrained Sales Ticket
Used in Assortment Plan to show projected sales constrained by available inventory in ticket.
Constrained Sales Units
Used in Assortment Plan to show projected sales constrained by available inventory in units.
Actualization:
{sale__sales_units}
Cumulative ST
Only used in Assortment Plan. Shows the Cumulative ST% of the particular choice, in its lifetime. See https://help.toolio.com/en/articles/8826560-receipts-generation-and-reviewing-receipts-plan#h_8f2b0e7192 to learn more.
Current Inventory
Actualization:
{inventory__units}
Days of Cover Cost
Formula:
{gross_wos_cost} * 7
Days of Cover Retail
Formula:
{gross_wos_retail} * 7
Days of Cover Ticket
Formula:
{gross_wos_ticket} * 7
Days of Cover Units
Formula:
{gross_wos_units} * 7
Demand Cost
Please see Demand Units
Demand Retail
Please see Demand Units
Demand Ticket
Please see Demand Units
Demand Units
Used in Item Plan and curve generations. Shows potential sales that would have happened if the item didn't stockout. This requires a demand configuration in place. You can read more on https://help.toolio.com/en/articles/6868748-demand-metrics
Dependent Cost
Please see Dependent Units
Dependent Retail
This is used to capture demand transferrance from one product to another. An example is blank vs. printed tees. Sales Plan on printed tees would appear as Dependant Sales on the blank item, if there is a dependendant demand relationship between the two. Please reach out if you want to learn more.
Dependent Ticket
Please see Dependent Units
Dependent Units
Please see Dependent Units
Discount
Discounts are one-time price reductions applied at the point of sale (POS). Employee discounts or special promos for a weekend are some examples of these.
Actualization:
{sale__discount}
Discount %
Formula:
{discount} / {gross_sales_ticket}
Effective Safety Stock Units
EOP AIR
End of period inventory, average initial retail.
Formula:
{eop_ticket} / {eop_units}
EOP AUC
End of period inventory, average unit cost.
Formula:
{eop_cost} / {eop_units}
EOP AUR
End of period inventory, average unit retail.
Formula:
{eop_retail} / {eop_units}
EOP Cost
End of period inventory, measured in cost value.
Formula:
{bop_cost} + {receipts_cost} - {gross_sales_cost} + {returns_cost} + {transfer_receipts_cost} + {adjustment_cost}
EOP FP Cost
End of period inventory, measured in cost value.
Formula:
{bop_fp_cost} + {receipts_cost} - {gross_sales_fp_cost} + {returns_fp_cost} + {transfer_receipts_fp_cost} + {adjustment_fp_cost}
EOP FP Retail
End of period inventory, measured in retail value.
Formula:
{bop_fp_retail} + {receipts_retail} - {gross_sales_fp_retail} + {returns_fp_retail} + {transfer_receipts_fp_retail} + {adjustment_fp_retail} - {discount}
EOP FP Ticket
End of period inventory, measured in ticket value.
Formula:
{bop_fp_ticket} + {receipts_ticket} - {gross_sales_fp_ticket} + {returns_fp_ticket} + {transfer_receipts_fp_ticket} + {adjustment_fp_ticket}
EOP FP Units
End of period inventory, measured in units.
Formula:
{bop_fp_units} + {receipts_units} - {gross_sales_fp_units} + {returns_fp_units} + {transfer_receipts_fp_units} + {adjustment_fp_units}
EOP IMU
Initial Markup of the Ending Inventory
Formula:
({eop_ticket} - {eop_cost}) / {eop_ticket}
EOP Margin
Formula:
{eop_retail} - {eop_cost}
EOP Margin %
Formula:
({eop_retail} - {eop_cost}) / {eop_retail}
EOP MD Cost
End of period inventory, measured in cost value.
Formula:
{bop_md_cost} + {receipts_cost} - {gross_sales_md_cost} + {returns_md_cost} + {transfer_receipts_md_cost} + {adjustment_md_cost}
EOP MD Retail
End of period inventory, measured in retail value.
Formula:
{bop_md_retail} + {receipts_retail} - {gross_sales_md_retail} + {returns_md_retail} + {transfer_receipts_md_retail} + {adjustment_md_retail} - {discount}
EOP MD Ticket
End of period inventory, measured in ticket value.
Formula:
{bop_md_ticket} + {receipts_ticket} - {gross_sales_md_ticket} + {returns_md_ticket} + {transfer_receipts_md_ticket} + {adjustment_md_ticket}
EOP MD Units
End of period inventory, measured in units.
Formula:
{bop_md_units} + {receipts_units} - {gross_sales_md_units} + {returns_md_units} + {transfer_receipts_md_units} + {adjustment_md_units}
EOP Retail
End of period inventory, measured in retail value.
Formula:
{bop_retail} + {receipts_retail} - {gross_sales_retail} + {returns_retail} + {transfer_receipts_retail} + {adjustment_retail} - {discount} - {inventory_markdown}
EOP Ticket
End of period inventory, measured in ticket value.
Formula:
{bop_ticket} + {receipts_ticket} - {gross_sales_retail} + {returns_ticket} + {transfer_receipts_ticket} + {adjustment_ticket}
EOP Units
End of period inventory, measured in units.
Formula:
{bop_units} + {receipts_units} - {gross_sales_units} + {returns_units} + {transfer_receipts_units} + {adjustment_units}
Excess Units
Excess is a measure of excessive inventory over and above the max of SS/OC demand. Excess can be a result of demand dropping off, over ordering, manual overrides or presentation minimums that are subsequently removed.To learn more about it - see here - https://help.toolio.com/en/articles/9295613-allocation-exception-metrics#h_3b6b90356f
FWD WOS Cost
Forward weeks of supply remaining, based on future weeks' planned sales and current period's BOP. If there are more than 52 weeks of supply, forward weeks of supply will be capped at 52.
Formula:
FWOS({bop_cost},{gross_sales_cost})
FWD WOS Retail
Forward weeks of supply remaining, based on future weeks' planned sales and current period's BOP. If there are more than 52 weeks of supply, forward weeks of supply will be capped at 52.
Formula:
FWOS({bop_retail},{gross_sales_retail})
FWD WOS Units
Forward weeks of supply remaining, based on future weeks' planned sales and current period's BOP. If there are more than 52 weeks of supply, forward weeks of supply will be capped at 52.
Formula:
FWOS({bop_units},{gross_sales_units})
GMROI
Gross Margin Return on Inventory Investment
Formula:
({gross_sales_retail} - {gross_sales_cost}) / AVERAGE({bop_cost})
Gross Sales ACR
Gross Sales AIR
Average Initial Inventory at Retail (i.e. ticket value) of Gross Sales
Formula:
{gross_sales_ticket} / {gross_sales_units}
Gross Sales AIR FP
Average Initial Inventory at Retail (i.e. ticket value) of Full Price - Gross Sales
Formula:
{gross_sales_fp_ticket} / {gross_sales_fp_units}
Gross Sales AIR MD
Average Initial Inventory at Retail (i.e. ticket value) of Markdown Price - Gross Sales
Formula:
{gross_sales_md_ticket} / {gross_sales_md_units}
Gross Sales AUC
Average Unit Cost of Gross Sales
Formula:
{gross_sales_cost} / {gross_sales_units}
Gross Sales AUC FP
Average Unit Cost of Full Price - Gross Sales
Formula:
{gross_sales_fp_cost} / {gross_sales_fp_units}
Gross Sales AUC MD
Average Unit Cost of Full Price - Markdown Sales
Formula:
{gross_sales_md_cost} / {gross_sales_md_units}
Gross Sales AUR
Average Units Retail (i.e. retail value) of Gross Sales
Formula:
{gross_sales_retail} / {gross_sales_units}
Gross Sales AUR FP
Average Units Retail (i.e. retail value) of Full Price - Gross Sales
Formula:
{gross_sales_fp_retail} / {gross_sales_fp_units}
Gross Sales AUR MD
Average Units Retail (i.e. retail value) of Full Price - Markdown Sales
Formula:
{gross_sales_md_retail} / {gross_sales_md_units}
Gross Sales Cost
Topline sales prior to returns. Measured in cost value.
Actualization:
{sale__sales_cost}
Gross Sales Cost FP
Captures Full Price sales based on a definition of Full Price that can be customized. Default looks at whether there is a markdown on a particular week, and if there isn't a sale is considered full price.
Actualization:
{sale__markdown} > 0 ? 0 : {sale__sales_cost}
Gross Sales Cost FP % TTL
Formula:
{gross_sales_fp_cost} / {gross_sales_cost}
Gross Sales Cost MD
Captures Markdown sales based on a definition of Markdown that can be customized. Default looks at whether there is a markdown on a particular week, and if there isn't a sale is considered full price.
Formula:
{gross_sales_cost} - {gross_sales_fp_cost}
Gross Sales Cost MD % TTL
Formula:
{gross_sales_md_cost} / {gross_sales_cost}
Gross Sales Current Retail
Gross Sales Lift %
Promotional lift applied as a percentage of the baseline sales. To learn more on promotional causals see here - https://help.toolio.com/en/articles/8869162-promotional-causals#h_29bc41fe08
Formula:
{gross_sales_lift_units}/({gross_sales_units}-{gross_sales_lift_units})
Gross Sales Lift Units
Shows the additional sales applied to the forecast, on top of the underlying sales, during a promotion. To learn more on promotional causals see here - https://help.toolio.com/en/articles/8869162-promotional-causals#h_29bc41fe08
Gross Sales Margin
Formula:
{gross_sales_retail} - {gross_sales_cost}
Gross Sales Margin %
Formula:
({gross_sales_retail} - {gross_sales_cost}) / {gross_sales_retail}
Gross Sales Margin % FP
Formula:
({gross_sales_fp_retail} - {gross_sales_fp_cost}) / {gross_sales_fp_retail}
Gross Sales Margin % MD
Formula:
({gross_sales_md_retail} - {gross_sales_md_cost}) / {gross_sales_md_retail}
Gross Sales Margin Dilution
Formula:
(({gross_sales_ticket} - {gross_sales_cost}) / {gross_sales_ticket}) - (({gross_sales_retail} - {gross_sales_cost}) / {gross_sales_retail})
Gross Sales Retail
Topline sales prior to returns, but after allowances (i.e. markdowns and discounts). Measured in retail value.
Actualization:
{sale__sales_retail}
Gross Sales Retail FP
Captures Full Price sales based on a definition of Full Price that can be customized. Default looks at whether there is a markdown on a particular week, and if there isn't a sale is considered full price.
Actualization:
{sale__markdown} > 0 ? 0 : {sale__sales_retail}
Gross Sales Retail FP % TTL
Formula:
{gross_sales_fp_retail} / {gross_sales_retail}
Gross Sales Retail MD
Captures Markdown sales based on a definition of Markdown that can be customized. Default looks at whether there is a markdown on a particular week, and if there isn't a sale is considered full price.
Formula:
{gross_sales_retail} - {gross_sales_fp_retail}
Gross Sales Retail MD % TTL
Formula:
{gross_sales_md_retail} / {gross_sales_retail}
Gross Sales Ticket
Topline sales prior to returns and allowances (i.e. markdowns and discounts). Measured in ticket value.
Formula:
{gross_sales_retail} + {markdown} + {discount}
Gross Sales Ticket FP
Captures Full Price sales based on a definition of Full Price that can be customized. Default looks at whether there is a markdown on a particular week, and if there isn't a sale is considered full price.
Actualization:
{sale__markdown} > 0 ? 0 : {sale__sales_retail} + {sale__markdown} + {sale__discount}
Gross Sales Ticket FP % TTL
Formula:
{gross_sales_fp_ticket} / {gross_sales_ticket}
Gross Sales Ticket MD
Captures Markdown sales based on a definition of Markdown that can be customized. Default looks at whether there is a markdown on a particular week, and if there isn't a sale is considered full price.
Formula:
{gross_sales_ticket} - {gross_sales_fp_ticket}
Gross Sales Ticket MD % TTL
Formula:
{gross_sales_md_ticket} / {gross_sales_ticket}
Gross Sales Units
Topline sales prior to returns. Measured in units.
Actualization:
{sale__sales_units}
Gross Sales Units FP
Captures Full Price sales based on a definition of Full Price that can be customized. Default looks at whether there is a markdown on a particular week, and if there isn't a sale is considered full price.
Actualization:
{sale__markdown} > 0 ? 0 : {sale__sales_units}
Gross Sales Units FP % TTL
Formula:
{gross_sales_fp_units} / {gross_sales_units}
Gross Sales Units MD
Captures Markdown sales based on a definition of Markdown that can be customized. Default looks at whether there is a markdown on a particular week, and if there isn't a sale is considered full price.
Formula:
{gross_sales_units} - {gross_sales_fp_units}
Gross Sales Units MD % TTL
Formula:
{gross_sales_md_units} / {gross_sales_units}
Gross ST Cost
Formula:
{gross_sales_cost} / ({bop_cost} + {receipts_cost})
Gross ST Cost FP
Sellthrough based on Full Price inventory and Sales in Cost
Formula:
{gross_sales_fp_cost} / ({bop_fp_cost} + {receipts_cost})
Gross ST Cost MD
Sellthrough based on Markdown inventory and Sales in Cost
Formula:
{gross_sales_md_cost} / ({bop_md_cost} + {receipts_cost})
Gross ST Retail
Formula:
{gross_sales_retail} / ({bop_retail} + {receipts_retail})
Gross ST Retail FP
Sellthrough based on Full Price inventory and Sales in Retail
Formula:
{gross_sales_fp_retail} / ({bop_fp_retail} + {receipts_retail})
Gross ST Retail MD
Sellthrough based on Markdown inventory and Sales in Retail
Formula:
{gross_sales_md_retail} / ({bop_md_retail})
Gross ST Units
Formula:
{gross_sales_units} / ({bop_units} + {receipts_units})
Gross ST Units FP
Sellthrough based on Full Price inventory and Sales in Units
Formula:
{gross_sales_fp_units} / ({bop_fp_units} + {receipts_units})
Gross ST Units MD
Sellthrough based on Markdown inventory and Sales in Units
Formula:
{gross_sales_md_units} / ({bop_md_units} + {receipts_units})
Gross Stock to Sales Cost
Stock to Sales measured in cost
Formula:
AVERAGE({bop_cost}) / AVERAGE({gross_sales_cost})
Gross Stock to Sales Retail
Stock to Sales measured in retail
Formula:
AVERAGE({bop_retail}) / AVERAGE({gross_sales_retail})
Gross Stock to Sales Units
Stock to Sales measured in units
Formula:
AVERAGE({bop_units}) / AVERAGE({gross_sales_units})
Gross Turn Cost
Formula:
{gross_sales_cost} / AVERAGE({bop_cost})
Gross Turn Retail
Inventory Turn, measured in gross retail value.
Formula:
{gross_sales_retail} / AVERAGE({bop_retail})
Gross Turn Units
Formula:
{gross_sales_units} / AVERAGE({bop_units})
Gross WOS Cost
Formula:
{eop_cost} / AVERAGE({gross_sales_cost})
Gross WOS Cost FP
Weeks of Supply based on Full Price inventory and Sales in Cost
Formula:
{eop_fp_cost} / AVERAGE({gross_sales_fp_units})
Gross WOS Cost MD
Weeks of Supply based on Markdown inventory and Sales in Cost
Formula:
{eop_md_cost} / (AVERAGE({gross_sales_cost}) - AVERAGE({gross_sales_fp_cost}))
Gross WOS Retail
Weeks of Supply remaining, measured in gross retail value.
Formula:
{eop_retail} / AVERAGE({gross_sales_retail})
Gross WOS Retail FP
Weeks of Supply based on Full Price inventory and Sales in Retail
Formula:
{eop_fp_retail} / AVERAGE({gross_sales_fp_units})
Gross WOS Retail MD
Weeks of Supply based on Markdown inventory and Sales in Retail
Formula:
{eop_md_retail} / (AVERAGE({gross_sales_retail}) - AVERAGE({gross_sales_fp_retail}))
Gross WOS Ticket
Formula:
{eop_ticket} / (AVERAGE({gross_sales_retail}) + AVERAGE({markdown}) + AVERAGE({discount}))
Gross WOS Units
Formula:
{eop_units} / AVERAGE({gross_sales_units})
Gross WOS Units FP
Weeks of Supply based on Full Price inventory and Sales in Units
Formula:
{eop_fp_units} / AVERAGE({gross_sales_fp_units})
Gross WOS Units MD
Weeks of Supply based on Markdown inventory and Sales in Units
Formula:
{eop_md_units} / (AVERAGE({gross_sales_units}) - AVERAGE({gross_sales_fp_units}))
Ideal Stock Units
Ideal stock is a measure of the ideal inventory that is expected to be carried at any point in the future, ideal stock is measured as the mid point between the SS/Min Pres and the SS/Min Pres + OC. So for instance, in any given week we should ideally start on SS/Min Pres of 10 and bring in 6 units of OC, so ideal stock would be 13 units in this example.
IMU
Initial Markup percentage applied on products to get to Gross Sales Ticket
Formula:
({gross_sales_retail} + {markdown} + {discount} - {gross_sales_cost}) / ({gross_sales_retail} + {markdown} + {discount})
In Transit Cost
Actualization:
{transfer_order__inTransitCost}
In Transit Retail
Actualization:
{transfer_order__inTransitRetail}
In Transit Ticket
Actualization:
{transfer_order__inTransitTicket}
In Transit to Place Cost
Only used in allocation. This is the Transfer Orders that needs to be *received* for a Destination in the given time period.
Formula:
{transfer_receipts_cost} - {transfer_receipts_cost}
In Transit to Place Retail
Only used in allocation. This is the Transfer Orders that needs to be *received* for a Destination in the given time period.
Formula:
{transfer_receipts_retail} - {transfer_receipts_retail}
In Transit to Place Ticket
Only used in allocation. This is the Transfer Orders that needs to be *received* for a Destination in the given time period.
Formula:
{transfer_receipts_ticket} - {transfer_receipts_ticket}
In Transit to Place Units
Only used in allocation. This is the Transfer Orders that needs to be *received* for a Destination in the given time period.
Formula:
{transfer_receipts_units} - {transfer_receipts_units}
In Transit to Ship Cost
Only used in allocation. This is the Transfer Orders that needs to be *shipped* for a Destination in the given time period.
In Transit to Ship Retail
Only used in allocation. This is the Transfer Orders that needs to be *shipped* for a Destination in the given time period.
In Transit to Ship Ticket
Only used in allocation. This is the Transfer Orders that needs to be *shipped* for a Destination in the given time period.
In Transit to Ship Units
Only used in allocation. This is the Transfer Orders that needs to be *shipped* for a Destination in the given time period.
In Transit Units
Actualization:
{transfer_order__inTransitUnits}
Initial Margin
Initial Markup applied on products to get to Gross Sales Ticket
Formula:
{gross_sales_ticket} - {gross_sales_cost}
Inventory Cost Adjustment
Only used in Assortment Plan. This is used to capture inventory devaluation as a part of markdown planning process. You can read more about this here - https://help.toolio.com/en/articles/10166497-assortment-markdown-planningThis is automatically calculated as a plan value, when markdown plans are entered in Assortment Plan
Inventory Devaluation
Inventory Devaluation %
Inventory Markdown
Inventory Markdown Cost
Inventory Markdown Units
Inventory Ticket Adjustment
Is Markdown
Like For Like Gross Sales Cost
Like For Like Gross Sales Retail
Like For Like Gross Sales Units
Markdown
Markdowns are price reductions on items. These are reductions that are marked on the price tags, so they are also known as redlines. Markdowns cover all reductions that happen prior to the point of sale (POS).
Actualization:
{sale__markdown}
Markdown %
Formula:
{markdown} / {gross_sales_ticket}
Markdown Lift %
Markdown Sales Retail
Actualization:
{sale__markdown} > 0 ? {sale__sales_retail} : 0
Markdown Sales Units
Actualization:
{sale__markdown} > 0 ? {sale__sales_units} : 0
Min. Pres. by Location
Min. Pres. Units
Number of units to satisfy the Presentation Profile requirements for that week. This works both on Allocation and Assortment Plan. To learn more about Presentation Profile see here - https://help.toolio.com/en/articles/7921353-presentation-profiles
Missed Opportunity Cost
Formula:
({demand_cost} - {gross_sales_cost}) < 0 ? 0 : ({demand_cost} - {gross_sales_cost})
Missed Opportunity Retail
Formula:
({demand_retail} - {gross_sales_retail}) < 0 ? 0 : ({demand_retail} - {gross_sales_retail})
Missed Opportunity Ticket
Formula:
({demand_ticket} - {gross_sales_retail} - {markdown} - {discount}) < 0 ? 0 : ({demand_ticket} - {gross_sales_retail} - {markdown} - {discount})
Missed Opportunity Units
Formula:
({demand_units} - {gross_sales_units}) < 0 ? 0 : ({demand_units} - {gross_sales_units})
Net Sales AIR
Formula:
({gross_sales_ticket} - {returns_ticket}) / ({gross_sales_units} - {returns_units})
Net Sales AIR FP
Formula:
{net_sales_fp_ticket} / {net_sales_fp_units}
Net Sales AIR MD
Formula:
{net_sales_md_ticket} / {net_sales_md_units}
Net Sales AUC
Formula:
({gross_sales_cost} - {returns_cost}) / ({gross_sales_units} - {returns_units})
Net Sales AUC FP
Formula:
{net_sales_fp_cost} / {net_sales_fp_units}
Net Sales AUC MD
Formula:
{net_sales_md_cost} / {net_sales_md_units}
Net Sales AUR
Formula:
({gross_sales_retail} - {returns_retail}) / ({gross_sales_units} - {returns_units})
Net Sales AUR FP
Formula:
{net_sales_fp_retail} / {net_sales_fp_units}
Net Sales AUR MD
Formula:
{net_sales_md_retail} / {net_sales_md_units}
Net Sales Cost
Formula:
{gross_sales_cost} - {returns_cost}
Net Sales Cost FP
Formula:
{gross_sales_fp_cost} - {returns_fp_cost}
Net Sales Cost FP % TTL
Formula:
{net_sales_fp_cost} / {net_sales_cost}
Net Sales Cost MD
Formula:
{gross_sales_md_cost} - {returns_md_cost}
Net Sales Cost MD % TTL
Formula:
{net_sales_md_cost} / {net_sales_cost}
Net Sales IMU
Formula:
({net_sales_fp_retail} - {net_sales_fp_cost}) / {net_sales_fp_retail}
Net Sales Margin
Formula:
({gross_sales_retail} - {returns_retail}) - ({gross_sales_cost} - {returns_cost})
Net Sales Margin %
Formula:
(({gross_sales_retail} - {returns_retail}) - ({gross_sales_cost} - {returns_cost})) / ({gross_sales_retail} - {returns_retail})
Net Sales Margin % FP
Formula:
(({gross_sales_fp_retail} - {returns_fp_retail}) - ({gross_sales_fp_cost} - {returns_fp_cost})) / ({gross_sales_fp_retail} - {returns_fp_retail})
Net Sales Margin % MD
Formula:
(({gross_sales_md_retail} - {returns_md_retail}) - ({gross_sales_md_cost} - {returns_md_cost})) / ({gross_sales_md_retail} - {returns_md_retail})
Net Sales Margin FP
Formula:
({gross_sales_fp_retail} - {returns_fp_retail}) - ({gross_sales_fp_cost} - {returns_fp_cost})
Net Sales Margin MD
Formula:
({gross_sales_md_retail} - {returns_md_retail}) - ({gross_sales_md_cost} - {returns_md_cost})
Net Sales Retail
Formula:
{gross_sales_retail} - {returns_retail}
Net Sales Retail FP
Formula:
{gross_sales_fp_retail} - {returns_fp_retail}
Net Sales Retail FP % TTL
Formula:
{net_sales_fp_retail} / {net_sales_retail}
Net Sales Retail MD
Formula:
{gross_sales_md_retail} - {returns_md_retail}
Net Sales Retail MD % TTL
Formula:
{net_sales_md_retail} / {net_sales_retail}
Net Sales Ticket
Formula:
{gross_sales_ticket} - {returns_ticket}
Net Sales Ticket FP
Formula:
{gross_sales_fp_ticket} - {returns_fp_ticket}
Net Sales Ticket FP % TTL
Formula:
{net_sales_fp_ticket} / {net_sales_ticket}
Net Sales Ticket MD
Formula:
{gross_sales_md_ticket} - {returns_md_ticket}
Net Sales Ticket MD % TTL
Formula:
{net_sales_md_ticket} / {net_sales_ticket}
Net Sales Units
Formula:
{gross_sales_units} - {returns_units}
Net Sales Units FP
Formula:
{gross_sales_fp_units} - {returns_fp_units}
Net Sales Units FP % TTL
Formula:
{net_sales_fp_units} / {net_sales_units}
Net Sales Units MD
Formula:
{gross_sales_md_units} - {returns_md_units}
Net Sales Units MD % TTL
Formula:
{net_sales_md_units} / {net_sales_units}
Net ST Cost
Formula:
({gross_sales_cost} - {returns_cost}) / ({bop_cost} + {receipts_cost})
Net ST Retail
Sell Through %, measured in retail value. This is a measure of the % of beginning inventory and receipts have been sold in the time period.
Formula:
({gross_sales_retail} - {returns_retail}) / ({bop_retail} + {receipts_retail})
Net ST Units
Formula:
({gross_sales_units} - {returns_units}) / ({bop_units} + {receipts_units})
Net Turn Cost
Formula:
({gross_sales_cost} - {returns_cost}) / AVERAGE({bop_cost})
Net Turn Retail
Inventory Turn, measured in retail value.
Formula:
({gross_sales_retail} - {returns_units}) / AVERAGE({bop_retail})
Net Turn Units
Formula:
({gross_sales_units} - {returns_units}) / AVERAGE({bop_units})
Net WOS Cost
Formula:
{eop_cost} / (AVERAGE({gross_sales_cost}) - AVERAGE({returns_cost}))
Net WOS Retail
Weeks of Supply remaining, measured in retail value.
Formula:
{eop_retail} / (AVERAGE({gross_sales_retail}) - AVERAGE({returns_retail}))
Net WOS Units
Formula:
{eop_units} / (AVERAGE({gross_sales_units}) - AVERAGE({returns_units}))
New Choices
Only used in Merchandise Plan. It shows the distinct number of choices that were sold within the given time frame.
Actualization:
IS_IN_TIME_PERIOD('{variant__choice_first_sale_date}') ? (CHOICE_DEFINITIONS_CONCAT) : null
New Choices Productivity Units
Only used in Merchandise Plan. It shows Gross Sales Units divided by the number of distinct new choices that were sold within that timeframe.
Formula:
{gross_sales_units} / {new_choices}
New SKUs
Only used in Merchandise Plan. It shows the distinct number of SKUs that were sold within the given time frame.
Actualization:
IS_IN_TIME_PERIOD('{variant__first_sale_date}') ? '{variant__variant_id}' : null
New Styles
Only used in Merchandise Plan. It shows the distinct number of Styles that were sold within the given time frame.
Actualization:
IS_IN_TIME_PERIOD('{product_2__first_sale_date}') ? '{variant__product_id}' : null
New Styles Productivity Units
Only used in Merchandise Plan. It shows Gross Sales Units divided by the number of distinct new styles that were sold within that timeframe.
Formula:
{gross_sales_units} / {new_styles}
On Order AIR
Formula:
{on_order_ticket} / {on_order_units}
On Order AUC
Formula:
{on_order_cost} / {on_order_units}
On Order AUR
Formula:
{on_order_retail} / {on_order_units}
On Order Cost
Actualization:
Math.max({purchase_order_item_2__order_units} - {receiptUnitsTotal},0) ? Math.max(({purchase_order_item_2__order_units} * {purchase_order_item_2__unit_cost}) - {receiptCostTotal},0) : 0
On Order Margin
Formula:
{on_order_retail} - {on_order_cost}
On Order Margin %
Formula:
({on_order_retail} - {on_order_cost}) / {on_order_retail}
On Order Retail
Purchase Orders that are meant to be received in given time period, measured in retail value.
Actualization:
Math.max({purchase_order_item_2__order_units} - {receiptUnitsTotal},0) ? Math.max(({purchase_order_item_2__order_units} * {purchase_order_item_2__unit_retail}) - {receiptRetailTotal},0) : 0
On Order Ticket
Purchase Orders that are meant to be received in given time period, measured in ticket value.
Actualization:
Math.max({purchase_order_item_2__order_units} - {receiptUnitsTotal},0) ? Math.max(({purchase_order_item_2__order_units} * {purchase_order_item_2__unit_ticket}) - {receiptTicketTotal},0) : 0
On Order Units
Actualization:
Math.max({purchase_order_item_2__order_units} - {receiptUnitsTotal},0)
Open to Buy AIR
Formula:
({receipts_ticket__plan} - {on_order_ticket__act} - {receipts_ticket__act}) / ({receipts_units__plan} - {on_order_units__act} - {receipts_units__act})
Open to Buy AUC
Formula:
({receipts_cost__plan} - {on_order_cost__act} - {receipts_cost__act}) / ({receipts_units__plan} - {on_order_units__act} - {receipts_units__act})
Open to Buy AUR
Formula:
({receipts_retail__plan} - {on_order_retail__act} - {receipts_retail__act}) / ({receipts_units__plan} - {on_order_units__act} - {receipts_units__act})
Open to Buy Cost
Open To Buy, measured in cost value. This give an indicator of how much more should be invested to meet the receipts targets to meet the desired end of period inventory position. This is typically the appropriate way to look at Open to Buy, since cash-flow will be happening in Cost.
Formula:
{receipts_cost__plan} - {on_order_cost__act} - {receipts_cost__act}
Open to Buy Margin
Formula:
({receipts_retail__plan} - {on_order_retail__act} - {receipts_retail__act} ) - ({receipts_cost__plan} - {on_order_cost__act} - {receipts_cost__act})
Open to Buy Margin %
Formula:
(({receipts_retail__plan} - {on_order_retail__act} - {receipts_retail__act}) - ({receipts_cost__plan} - {on_order_cost__act} -{receipts_cost__act})) / ({receipts_retail__plan} - {on_order_retail__act} - {receipts_retail__act})
Open to Buy Retail
Open To Buy, measured in retail value. This give an indicator of how much more should be invested to meet the receipts targets to meet the desired end of period inventory position.
Formula:
{receipts_retail__plan} - {on_order_retail__act} - {receipts_retail__act}
Open to Buy Ticket
Formula:
{receipts_ticket__plan} - {on_order_ticket__act} - {receipts_ticket__act}
Open to Buy Units
Formula:
{receipts_units__plan} - {on_order_units__act} - {receipts_units__act}
Order Cycle Units
Original AI Forecast Units
Actualization:
{sale__sales_units}
Original Forecast Units
Actualization:
{sale__sales_units}
Potential Lost GM%
Formula:
{potential_lost_sales_margin} / {potential_lost_sales_retail}
Potential Lost Sales Cost
Formula:
{potential_lost_sales_units} * (({gross_sales_cost}) / {gross_sales_units})
Potential Lost Sales Margin
Formula:
{potential_lost_sales_retail} - {potential_lost_sales_cost}
Potential Lost Sales Retail
Formula:
{potential_lost_sales_units} * (({gross_sales_retail}) / {gross_sales_units})
Potential Lost Sales Units
Used in Assortment Plan to show potential lost sales in units by finding the difference between Gross Sales Units (i.e. unconstrained sales) and Constrained Sales Units
Receipts AIR
Formula:
{receipts_ticket} / {receipts_units}
Receipts AUC
Formula:
{receipts_cost} / {receipts_units}
Receipts AUR
Formula:
{receipts_retail} / {receipts_units}
Receipts Cost
Actualization:
{receipt__received_units} * {receipt__unit_cost}
Receipts IMU
Initial Markup for the receipts
Formula:
({receipts_ticket} - {receipts_cost}) / {receipts_ticket}
Receipts Margin
Formula:
{receipts_retail} - {receipts_cost}
Receipts Margin %
Formula:
({receipts_retail} - {receipts_cost}) / {receipts_retail}
Receipts Retail
Purchase Orders that are received in the given time period, measured in retail value.
Actualization:
{receipt__received_units} * {receipt__unit_retail}
Receipts Ticket
Purchase Orders that are received in the given time period, measured in ticket value.
Actualization:
{receipt__received_units} * {receipt__unit_ticket}
Receipts Units
Actualization:
{receipt__received_units}
Returns AIR
Formula:
{returns_ticket} / {returns_units}
Returns AIR FP
Formula:
{returns_fp_ticket} / {returns_fp_units}
Returns AIR MD
Formula:
{returns_md_ticket} / {returns_md_units}
Returns AUC
Formula:
{returns_cost} / {returns_units}
Returns AUC FP
Formula:
{returns_fp_cost} / {returns_fp_units}
Returns AUC MD
Formula:
{returns_md_cost} / {returns_md_units}
Returns AUR
Formula:
{returns_retail} / {returns_units}
Returns AUR FP
Formula:
{returns_fp_retail} / {returns_fp_units}
Returns AUR MD
Formula:
{returns_md_retail} / {returns_md_units}
Returns Cost
Actualization:
{sale__returns_cost}
Returns Cost FP % TTL
Formula:
{returns_fp_cost} / {returns_cost}
Returns Cost MD % TTL
Formula:
{returns_md_cost} / {returns_cost}
Returns FP Cost
Actualization:
{sale__markdown} > 0 ? 0 : {sale__returns_cost}
Returns FP Retail
Actualization:
{sale__markdown} > 0 ? 0 : {sale__returns_retail}
Returns FP Ticket
Actualization:
{sale__markdown} > 0 ? 0 : {sale__returns_ticket}
Returns FP Units
Actualization:
{sale__markdown} > 0 ? 0 : {sale__returns_units}
Returns Margin
Formula:
{returns_retail} - {returns_cost}
Returns Margin %
Formula:
({returns_retail} - {returns_cost}) / {returns_retail}
Returns Margin % FP
Formula:
({returns_fp_retail} - {returns_fp_cost}) / {returns_fp_retail}
Returns Margin % MD
Formula:
({returns_md_retail} - {returns_md_cost}) / {returns_md_retail}
Returns Margin FP
Formula:
{returns_fp_retail} - {returns_fp_cost}
Returns Margin MD
Formula:
{returns_md_retail} - {returns_md_cost}
Returns MD Cost
Formula:
{returns_cost} - {returns_fp_cost}
Returns MD Retail
Formula:
{returns_retail} - {returns_fp_retail}
Returns MD Ticket
Formula:
{returns_ticket} - {returns_fp_ticket}
Returns MD Units
Formula:
{returns_units} - {returns_fp_units}
Returns Rate Cost
Formula:
{returns_cost} / {gross_sales_cost}
Returns Rate Cost FP
Formula:
{returns_fp_cost} / {gross_sales_fp_cost}
Returns Rate Cost MD
Formula:
{returns_md_cost} / {gross_sales_md_cost}
Returns Rate Margin
Ratio of the margin that was returned and margin that was in gross sales. This gives an idea of whether more or less profitable items are being returned.
Formula:
{returns_margin} / {gross_sales_margin}
Returns Rate Retail
Formula:
{returns_retail} / {gross_sales_retail}
Returns Rate Retail FP
Formula:
{returns_fp_retail} / {gross_sales_fp_retail}
Returns Rate Retail MD
Formula:
{returns_md_retail} / {gross_sales_md_retail}
Returns Rate Ticket
Formula:
{returns_ticket} / ({gross_sales_retail}+{discount}+{markdown})
Returns Rate Ticket FP
Formula:
{returns_fp_ticket} / ({gross_sales_fp_retail}+{discount})
Returns Rate Ticket MD
Formula:
{returns_md_ticket} / ({gross_sales_md_retail}+{discount}+{markdown})
Returns Rate Units
Formula:
{returns_units} / {gross_sales_units}
Returns Rate Units FP
Formula:
{returns_fp_units} / {gross_sales_fp_units}
Returns Rate Units MD
Formula:
{returns_md_units} / {gross_sales_md_units}
Returns Retail
Returns, measured in retail value.
Actualization:
{sale__returns_retail}
Returns Retail FP % TTL
Formula:
{returns_fp_retail} / {returns_retail}
Returns Retail MD % TTL
Formula:
{returns_md_retail} / {returns_retail}
Returns Ticket
Returns, measured in ticket value.
Actualization:
{sale__returns_ticket}
Returns Ticket FP % TTL
Formula:
{returns_fp_ticket} / {returns_ticket}
Returns Ticket MD % TTL
Formula:
{returns_md_ticket} / {returns_ticket}
Returns Units
Sales Returns Units × Reuse Rate and are realized in the week the return is expected to return to inventory, based on the configured reuse delay
Actualization:
{sale__returns_units}
Returns Units FP % TTL
Formula:
{returns_fp_units} / {returns_units}
Returns Units MD % TTL
Formula:
{returns_md_units} / {returns_units}
ROS
Formula:
{gross_sales_units}
Safety Stock Units
Sales Returns AIR
Formula:
{sales_returns_ticket} / {sales_returns_units}
Sales Returns AUC
Formula:
{sales_returns_cost} / {sales_returns_units}
Sales Returns AUR
Formula:
{sales_returns_retail} / {sales_returns_units}
Sales Returns Cost
Actualization:
{sale__returns_cost}
Sales Returns Margin
Formula:
{sales_returns_retail} - {sales_returns_cost}
Sales Returns Rate Cost
Formula:
{sales_returns_cost} / {gross_sales_cost}
Sales Returns Rate Margin
Ratio of the margin that was returned from sales and margin that was in gross sales. This gives an idea of whether more or less profitable items are being returned.
Formula:
{sales_returns_margin} / {gross_sales_margin}
Sales Returns Rate Retail
Formula:
{sales_returns_retail} / {gross_sales_retail}
Sales Returns Rate Units
Formula:
{sales_returns_units} / {gross_sales_units}
Sales Returns Retail
Actualization:
{sale__returns_retail}
Sales Returns Ticket
Actualization:
{sale__returns_ticket}
Sales Returns Units
Gross Sales Units × Return Rate and are realized in the week the return is expected to occur, based on the configured return delay
Actualization:
{sale__returns_units}
Shortfall Units
Shortfall is a measure of how far below safety stock minimum a SKU may be in a store. Shortfall is typically a warning sign that highlights where you are not able to keep a sufficient buffer stock. It does not necessarily mean that sales will be affected but it can be used to prioritize allocation, ordering order expediting existing POs or TOs to arrive earlier.To learn more about shortfall - see here - https://help.toolio.com/en/articles/9295613-allocation-exception-metrics#h_e727f60d35
SKUS per Week
Only used in Merchandise Plan. It shows the total number of SKUs that were sold within a week. When aggregated over time, the average per week is taken
Actualization:
'{variant__variant_id}'
Spread Percentage
Formula:
({gross_sales_retail} - {comp_gross_sales_retail})/{comp_gross_sales_retail__act_ly}
Spread Volume Retail
Formula:
{gross_sales_retail} - {comp_gross_sales_retail}
Spread Volume Units
Formula:
{gross_sales_units} - {comp_gross_sales_units}
Styles per Week
Only used in Merchandise Plan. It shows the total number of Styles that were sold within a week. When aggregated over time, the average per week is taken
Actualization:
'{variant__product_id}'
Total Allowances
Only used in Merchandise Plan. It shows the total number of SKUs that were sold within a week. When aggregated over time, the average per week is taken
Formula:
{markdown} + {discount}
Total Allowances %
Formula:
({markdown} + {discount}) / {gross_sales_ticket}
Transfer Receipts AIR
Formula:
{transfer_receipts_ticket} / {transfer_receipts_units}
Transfer Receipts AUC
Formula:
{transfer_receipts_cost} / {transfer_receipts_units}
Transfer Receipts AUR
Formula:
{transfer_receipts_retail} / {transfer_receipts_units}
Transfer Receipts Cost
When there is a Transfer Order, Toolio sets Transfer Receipts to negative order quantity (assuming there is no incoming transfer receipts) for Order Date. For Transfer Receipts, Toolio sets to positive receive quantity on received date.
Actualization:
{transfer_order__transferReceiptsCost}
Transfer Receipts FP Cost
Actualization:
'{transfer_receipt__col_price_type}' == 'Full Price' ? {transfer_receipt__unit_cost} : 0
Transfer Receipts FP Retail
Actualization:
'{transfer_receipt__col_price_type}' == 'Full Price' ? {transfer_receipt__unit_retail} : 0
Transfer Receipts FP Ticket
Actualization:
'{transfer_receipt__col_price_type}' == 'Full Price' ? {transfer_receipt__unit_ticket} : 0
Transfer Receipts FP Units
Actualization:
'{transfer_receipt__col_price_type}' == 'Full Price' ? {transfer_receipt__received_units} : 0
Transfer Receipts MD Cost
Formula:
{transfer_receipts_cost} - {transfer_receipts_fp_cost}
Transfer Receipts MD Retail
Formula:
{transfer_receipts_retail} - {transfer_receipts_fp_retail}
Transfer Receipts MD Ticket
Formula:
{transfer_receipts_ticket} - {transfer_receipts_fp_ticket}
Transfer Receipts MD Units
Formula:
{transfer_receipts_units} - {transfer_receipts_fp_units}
Transfer Receipts Retail
When there is a Transfer Order, Toolio sets Transfer Receipts to negative order quantity (assuming there is no incoming transfer receipts) for Order Date. For Transfer Receipts, Toolio sets to positive receive quantity on received date.
Actualization:
{transfer_order__transferReceiptsRetail}
Transfer Receipts Ticket
When there is a Transfer Order, Toolio sets Transfer Receipts to negative order quantity (assuming there is no incoming transfer receipts) for Order Date. For Transfer Receipts, Toolio sets to positive receive quantity on received date.
Actualization:
{transfer_order__transferReceiptsTicket}
Transfer Receipts Units
When there is a Transfer Order, Toolio sets Transfer Receipts to negative order quantity (assuming there is no incoming transfer receipts) for Order Date. For Transfer Receipts, Toolio sets to positive receive quantity on received date.
Actualization:
{transfer_order__transferReceiptsUnits}
Weekly Choice Productivity
Only used in Merchandise Plan. It shows Gross Sales Units divided by the number of choices that were sold within a week. When aggregated over time, Toolio takes the average of the number of choices per week.
Formula:
AVERAGE({gross_sales_units}) / {total_choices}
Weekly Styles Productivity
Only used in Merchandise Plan. It shows Gross Sales Units divided by the number of styles that were sold within a week. When aggregated over time, Toolio takes the average of the number of styles per week.
Formula:
AVERAGE({gross_sales_units}) / {total_styles}
Bookings Fill Rate Cost
Formula:
{gross_sales_cost} / {bookings_cost}
Bookings Fill Rate Retail
Formula:
{gross_sales_retail} / {bookings_retail}
Bookings Fill Rate Ticket
Formula:
({gross_sales_retail} + {markdown} + {discount}) / {bookings_ticket}
Bookings Fill Rate Units with Actuals
Formula:
{gross_sales_units} / {bookings_units__act}
Bookings Fulfillment Cost
Formula:
{gross_sales_cost} - {bookings_cost}
Bookings Fulfillment Retail
Formula:
{gross_sales_retail} - {bookings_retail}
Bookings Fulfillment Ticket
Formula:
({gross_sales_retail} + {markdown} + {discount}) - {bookings_ticket}
Bookings Fulfillment Units
Formula:
{gross_sales_units} - {bookings_units}
Ttl Inv Ticket (BOP + Receipts)
Formula:
{bop_ticket} + {receipts_ticket}
Ttl Inv Units (BOP + Receipts)
Formula:
{bop_units} + {receipts_units}
Book to Sales Plan % Cost
Formula:
({bookings_cost__act} / {gross_sales_cost}) - 1
Book to Sales Plan % Retail
Formula:
({bookings_retail__act} / {gross_sales_retail}) - 1
Book to Sales Plan % Ticket
Formula:
({bookings_ticket__act} / ({gross_sales_retail} + {markdown} + {discount})) - 1
Book to Sales Plan % Units
Formula:
({bookings_units__act} / {gross_sales_units}) - 1
In Stock
Counts if a SKU is in stock based on BOP > 0
Formula:
{bop_units__act} > 0 ? 1 : 0
Is Planned
Counts if a SKU was expected to be in store, based on either minimum presentation or a gross sales plan
Formula:
({minimum_presentation_profile_units__plan} + {gross_sales_units__plan} > 0) ? 1 : 0
Is Planned & In Stock
Counts if both In Stock & Is Planned are true
Formula:
({in_stock__act} + {is_planned__plan} == 2) ? 1 : 0
In Stock %
Compares how many items were in stock versus how many were planned to be in stock
Formula:
{is_planned_in_stock__plan} / {is_planned__plan}