Gross Sales Ticket
Gross Sales Retail
Gross Sales Units
Gross Sales Cost
Gross Sales AUC
Gross Sales AUR
Gross Sales AIR
Gross Sales Margin
Gross Sales Margin %
Gross Sales Margin Dilution
Markdown
Markdown %
Discount
Discount %
Returns Ticket
Returns Retail
Returns Units
Returns Cost
Returns AUC
Returns AUR
Returns AIR
Returns Margin
Returns Margin %
Returns Rate Retail
Returns Rate Units
Returns Rate Cost
Returns Rate Margin
Net Sales Ticket
Net Sales Retail
Net Sales Units
Net Sales Cost
Net Sales AUC
Net Sales AUR
Net Sales AIR
Net Sales Margin
Net Sales Margin %
BOP Ticket
BOP Retail
BOP Units
BOP Cost
BOP AUC
BOP AUR
BOP AIR
BOP Margin
BOP Margin %
EOP Ticket
EOP Retail
EOP Units
EOP Cost
EOP AUC
EOP AUR
EOP AIR
EOP Margin
EOP Margin %
Average Inventory Units
Average Inventory Cost
On Order Ticket
On Order Retail
On Order Units
On Order Cost
On Order AUC
On Order AUR
On Order AIR
On Order Margin
On Order Margin %
Receipts Ticket
Receipts Retail
Receipts Units
Receipts Cost
Receipts AUC
Receipts AUR
Receipts AIR
Receipts Margin
Receipts Margin %
Receipts IMU
IMU
Initial Margin
Net ST Retail
Net ST Units
Net ST Cost
Net WOS Retail
Net WOS Units
Net WOS Cost
Net Turn Retail
Net Turn Units
Net Turn Cost
GMROI
Open to Buy Ticket
Open to Buy Retail
Open to Buy Units
Open to Buy Cost
Open to Buy Margin
Open to Buy Margin %
Open to Buy AUC
Open to Buy AUR
Open to Buy AIR
New Styles
Styles per Week
New Choices
Choices per Week
FWD WOS Retail
FWD WOS Units
FWD WOS Cost
Gross ST Retail
Gross ST Units
Gross ST Cost
Gross WOS Retail
Gross WOS Units
Gross WOS Cost
Gross Turn Retail
Gross Turn Units
Gross Turn Cost
Average per Week
New Choices Productivity Units
Weekly Choice Productivity
New Styles Productivity Units
Weekly Styles Productivity
Metrics - Glossary
Below is a glossary of all metrics used in Toolio.
Eytan Daniyalzade avatar
Written by Eytan Daniyalzade
Updated over a week ago

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.

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 Retail

Topline sales prior to returns, but after allowances (i.e. markdowns and discounts). Measured in retail value.

Actualization:

{sale__sales_retail}

Gross Sales Units

Topline sales prior to returns. Measured in units.

Actualization:

{sale__sales_units}

Gross Sales Cost

Topline sales prior to returns. Measured in cost value.

Actualization:

{sale__sales_cost}

Gross Sales AUC

Average Unit Cost of Gross Sales

Formula:

{gross_sales_cost} / {gross_sales_units}

Gross Sales AUR

Average Units Retail (i.e. retail value) of Gross Sales

Formula:

{gross_sales_retail} / {gross_sales_units}

Gross Sales AIR

Average Initial Inventory at Retail (i.e. ticket value) of Gross Sales

Formula:

{gross_sales_ticket} / {gross_sales_units}

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 Dilution

Formula:

(({gross_sales_ticket} - {gross_sales_cost}) / {gross_sales_ticket}) - (({gross_sales_retail} - {gross_sales_cost}) / {gross_sales_retail})

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}

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}

Returns Ticket

Returns, measured in ticket value.

Actualization:

{sale__returns_ticket}

Returns Retail

Returns, measured in retail value.

Actualization:

{sale__returns_retail}

Returns Units

Actualization:

{sale__returns_units}

Returns Cost

Actualization:

{sale__returns_cost}

Returns AUC

Formula:

{returns_cost} / {returns_units}

Returns AUR

Formula:

{returns_retail} / {returns_units}

Returns AIR

Formula:

{returns_ticket} / {returns_units}

Returns Margin

Formula:

{returns_retail} - {returns_cost}

Returns Margin %

Formula:

({returns_retail} - {returns_cost}) / {returns_retail}

Returns Rate Retail

Formula:

{returns_retail} / {gross_sales_retail}

Returns Rate Units

Formula:

{returns_units} / {gross_sales_units}

Returns Rate Cost

Formula:

{returns_cost} / {gross_sales_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}

Net Sales Ticket

Formula:

{gross_sales_ticket} - {returns_ticket}

Net Sales Retail

Formula:

{gross_sales_retail} - {returns_retail}

Net Sales Units

Formula:

{gross_sales_units} - {returns_units}

Net Sales Cost

Formula:

{gross_sales_cost} - {returns_cost}

Net Sales AUC

Formula:

{net_sales_cost} / {net_sales_units}

Net Sales AUR

Formula:

{net_sales_retail} / {net_sales_units}

Net Sales AIR

Formula:

{net_sales_ticket} / {net_sales_units}

Net Sales Margin

Formula:

{net_sales_retail} - {net_sales_cost}

Net Sales Margin %

Formula:

({net_sales_retail} - {net_sales_cost}) / {net_sales_retail}

BOP Ticket

Beginning of period inventory measured at ticket value.

Actualization:

{inventory__total_ticket}

BOP Retail

Beginning of period inventory measured in retail value.

Actualization:

{inventory__total_retail}

BOP Units

Actualization:

{inventory__units}

BOP Cost

Actualization:

{inventory__total_cost}

BOP AUC

Formula:

{bop_cost} / {bop_units}

BOP AUR

Formula:

{bop_retail} / {bop_units}

BOP AIR

Formula:

{bop_ticket} / {bop_units}

BOP Margin

Formula:

{bop_retail} - {bop_cost}

BOP Margin %

Formula:

({bop_retail} - {bop_cost}) / {bop_retail}

EOP Ticket

End of period inventory, measured in ticket value.

Actualization:

{inventory__total_ticket}

Formula:

{bop_ticket} + {receipts_ticket} - {gross_sales_retail} - {markdown} - {discount} + {returns_ticket}

EOP Retail

End of period inventory, measured in retail value.

Actualization:

{inventory__total_retail}

Formula:

{bop_retail} + {receipts_retail} - {gross_sales_retail} + {returns_retail}

EOP Units

End of period inventory, measured in units.

Actualization:

{inventory__units}

Formula:

{bop_units} + {receipts_units} - {gross_sales_units} + {returns_units}

EOP Cost

End of period inventory, measured in cost value.

Actualization:

{inventory__total_cost}

Formula:

{bop_cost} + {receipts_cost} - {gross_sales_cost} + {returns_cost}

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 AIR

End of period inventory, average initial retail.

Formula:

{eop_ticket} / {eop_units}

EOP Margin

Formula:

{eop_retail} - {eop_cost}

EOP Margin %

Formula:

({eop_retail} - {eop_cost}) / {eop_retail}

Average Inventory Units

Formula:

{bop_units} + 0

Average Inventory Cost

Formula:

{bop_cost} + 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__delivery_id}' == '1' ? {purchase_order_item_2__order_units} : 0) - {purchase_order_item_2__received_units}, 0) * {purchase_order_item_2__unit_ticket}

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__delivery_id}' == '1' ? {purchase_order_item_2__order_units} : 0) - {purchase_order_item_2__received_units}, 0) * {purchase_order_item_2__unit_retail}

On Order Units

Actualization:

Math.max(('{purchase_order_item_2__delivery_id}' == '1' ? {purchase_order_item_2__order_units} : 0) - {purchase_order_item_2__received_units}, 0)

On Order Cost

Actualization:

Math.max(('{purchase_order_item_2__delivery_id}' == '1' ? {purchase_order_item_2__order_units} : 0) - {purchase_order_item_2__received_units}, 0) * {purchase_order_item_2__unit_cost}

On Order AUC

Formula:

{on_order_cost} / {on_order_units}

On Order AUR

Formula:

{on_order_retail} / {on_order_units}

On Order AIR

Formula:

{on_order_ticket} / {on_order_units}

On Order Margin

Formula:

{on_order_retail} - {on_order_cost}

On Order Margin %

Formula:

({on_order_retail} - {on_order_cost}) / {on_order_retail}

Receipts Ticket

Purchase Orders that are received in the given time period, measured in ticket value.

Actualization:

{purchase_order_item_2__received_units} * {purchase_order_item_2__unit_retail}

Receipts Retail

Purchase Orders that are received in the given time period, measured in retail value.

Actualization:

{purchase_order_item_2__received_units} * {purchase_order_item_2__unit_retail}

Receipts Units

Actualization:

{purchase_order_item_2__received_units}

Receipts Cost

Actualization:

{purchase_order_item_2__received_units} * {purchase_order_item_2__unit_cost}

Receipts AUC

Formula:

{receipts_cost} / {receipts_units}

Receipts AUR

Formula:

{receipts_retail} / {receipts_units}

Receipts AIR

Formula:

{receipts_ticket} / {receipts_units}

Receipts Margin

Formula:

{receipts_retail} - {receipts_cost}

Receipts Margin %

Formula:

({receipts_retail} - {receipts_cost}) / {receipts_retail}

Receipts IMU

Initial Markup for the receipts

Formula:

({receipts_ticket} - {receipts_cost}) / {receipts_ticket}

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})

Initial Margin

Initial Markup applied on products to get to Gross Sales Ticket

Formula:

{gross_sales_ticket} - {gross_sales_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}

Net ST Units

Formula:

({gross_sales_units} - {returns_units}) / {bop_units}

Net ST Cost

Formula:

({gross_sales_cost} - {returns_cost}) / {bop_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}))

Net WOS Cost

Formula:

{eop_cost} / (AVERAGE({gross_sales_cost}) - AVERAGE({returns_cost}))

Net Turn Retail

Inventory Turn, measured in retail value.

Formula:

(SUM({gross_sales_retail}) - SUM({returns_units})) / AVERAGE({bop_retail})

Net Turn Units

Formula:

(SUM({gross_sales_units}) - SUM({returns_units})) / AVERAGE({bop_units})

Net Turn Cost

Formula:

(SUM({gross_sales_cost}) - SUM({returns_cost})) / AVERAGE({bop_cost})

GMROI

Gross Margin Return on Inventory Investment

Formula:

(SUM({gross_sales_retail}) - SUM({gross_sales_cost})) / AVERAGE({bop_cost})

Open to Buy Ticket

Formula:

{receipts_ticket} - {on_order_ticket}

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} - {on_order_retail}

Open to Buy Units

Formula:

{receipts_units} - {on_order_units}

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} - {on_order_cost}

Open to Buy Margin

Formula:

({receipts_retail} - {on_order_retail}) - ({receipts_cost} - {on_order_cost})

Open to Buy Margin %

Formula:

(({receipts_retail} - {on_order_retail}) - ({receipts_cost} - {on_order_cost})) / ({receipts_retail} - {on_order_retail})

Open to Buy AUC

Formula:

({receipts_cost} - {on_order_cost}) / ({receipts_units} - {on_order_units})

Open to Buy AUR

Formula:

({receipts_retail} - {on_order_retail}) / ({receipts_units} - {on_order_units})

Open to Buy AIR

Formula:

({receipts_ticket} - {on_order_ticket}) / ({receipts_units} - {on_order_units})

New Styles

Actualization:

IS_IN_TIME_PERIOD('{product_2__first_sale_date}') ? '{variant__product_id}' : null

Styles per Week

Actualization:

'{variant__product_id}'

New Choices

Actualization:

IS_IN_TIME_PERIOD('{variant__choice_first_sale_date}') ? (CHOICE_DEFINITIONS_CONCAT) : null

Choices per Week

Actualization:

CHOICE_DEFINITIONS_CONCAT

FWD WOS Retail

Formula:

FWOS({bop_retail},{gross_sales_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.

FWD WOS Units

Formula:

FWOS({bop_units},{gross_sales_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.

FWD WOS Cost

Formula:

FWOS({bop_cost},{gross_sales_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.

Gross ST Retail

Formula:

{gross_sales_retail} / {bop_retail}

Gross ST Units

Formula:

{gross_sales_units} / {bop_units}

Gross ST Cost

Formula:

{gross_sales_cost} / {bop_cost}

Gross WOS Retail

Weeks of Supply remaining, measured in gross retail value.

Formula:

{eop_retail} / AVERAGE({gross_sales_retail})

Gross WOS Units

Formula:

{eop_units} / AVERAGE({gross_sales_units})

Gross WOS Cost

Formula:

{eop_cost} / AVERAGE({gross_sales_cost})

Gross Turn Retail

Inventory Turn, measured in gross retail value.

Formula:

(SUM({gross_sales_retail})) / AVERAGE({bop_retail})

Gross Turn Units

Formula:

(SUM({gross_sales_units})) / AVERAGE({bop_units})

Gross Turn Cost

Formula:

(SUM({gross_sales_cost})) / AVERAGE({bop_cost})

Average per Week

Formula:

{gross_sales_units}

New Choices Productivity Units

Formula:

{gross_sales_units} / {new_choices}

Weekly Choice Productivity

Formula:

AVERAGE({gross_sales_units}) / AVERAGE({total_choices})

New Styles Productivity Units

Formula:

{gross_sales_units} / {new_styles}

Weekly Styles Productivity

Formula:

AVERAGE({gross_sales_units}) / AVERAGE({total_styles})
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