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}
Original Forecast Units
Actualization:
{sale__sales_units}
Original AI Forecast 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 Ticket
Formula:
{returns_ticket} / ({gross_sales_retail}+{discount}+{markdown})
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:
({gross_sales_cost} - {returns_cost}) / ({gross_sales_units} - {returns_units})
Net Sales AUR
Formula:
({gross_sales_retail} - {returns_retail}) / ({gross_sales_units} - {returns_units})
Net Sales AIR
Formula:
({gross_sales_ticket} - {returns_ticket}) / ({gross_sales_units} - {returns_units})
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})
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}
Current Inventory
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}
BOP IMU
Initial Markup of the Inventory
Formula:
({bop_ticket} - {bop_cost}) / {bop_ticket}
EOP Ticket
End of period inventory, measured in ticket value.
Actualization:
{inventory__total_ticket}Formula:
{bop_ticket} + {receipts_ticket} - {gross_sales_retail} + {returns_ticket} + {transfer_receipts_ticket} + {adjustment_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} + {transfer_receipts_retail} + {adjustment_retail} - {discount}
EOP Units
End of period inventory, measured in units.
Actualization:
{inventory__units}Formula:
{bop_units} + {receipts_units} - {gross_sales_units} + {returns_units} + {transfer_receipts_units} + {adjustment_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} + {transfer_receipts_cost} + {adjustment_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}
EOP IMU
Initial Markup of the Ending Inventory
Formula:
({eop_ticket} - {eop_cost}) / {eop_ticket}
Average Inventory Retail
Formula:
AVERAGE({bop_retail})
Average Inventory Cost
Formula:
AVERAGE({bop_cost})
Average Inventory Units
Formula:
AVERAGE({bop_units})
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 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} + {receipts_retail})
Net ST Units
Formula:
({gross_sales_units} - {returns_units}) / ({bop_units} + {receipts_units})
Net ST Cost
Formula:
({gross_sales_cost} - {returns_cost}) / ({bop_cost} + {receipts_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:
({gross_sales_retail} - {returns_units}) / AVERAGE({bop_retail})
Net Turn Units
Formula:
({gross_sales_units} - {returns_units}) / AVERAGE({bop_units})
Net Turn Cost
Formula:
({gross_sales_cost} - {returns_cost}) / AVERAGE({bop_cost})
GMROI
Gross Margin Return on Inventory Investment
Formula:
({gross_sales_retail} - {gross_sales_cost}) / AVERAGE({bop_cost})
Open to Buy Ticket
Formula:
{receipts_ticket__plan} - {on_order_ticket__act} - {receipts_ticket__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 Units
Formula:
{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 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 AIR
Formula:
({receipts_ticket__plan} - {on_order_ticket__act} - {receipts_ticket__act}) / ({receipts_units__plan} - {on_order_units__act} - {receipts_units__act})
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
New SKUs
Actualization:
IS_IN_TIME_PERIOD('{variant__first_sale_date}') ? '{variant__variant_id}' : null
SKUS per Week
Actualization:
'{variant__variant_id}'
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})
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})
Gross ST Retail
Formula:
{gross_sales_retail} / ({bop_retail} + {receipts_retail})
Gross ST Units
Formula:
{gross_sales_units} / ({bop_units} + {receipts_units})
Gross ST Cost
Formula:
{gross_sales_cost} / ({bop_cost} + {receipts_cost})
Gross WOS Ticket
Formula:
{eop_ticket} / (AVERAGE({gross_sales_retail}) + AVERAGE({markdown}) + AVERAGE({discount}))
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:
{gross_sales_retail} / AVERAGE({bop_retail})
Gross Turn Units
Formula:
{gross_sales_units} / AVERAGE({bop_units})
Gross Turn Cost
Formula:
{gross_sales_cost} / AVERAGE({bop_cost})
Average per Week
Formula:
AVERAGE({gross_sales_units})
New Choices Productivity Units
Formula:
{gross_sales_units} / {new_choices}
Weekly Choice Productivity
Formula:
AVERAGE({gross_sales_units}) / {total_choices}
New Styles Productivity Units
Formula:
{gross_sales_units} / {new_styles}
Weekly Styles Productivity
Formula:
AVERAGE({gross_sales_units}) / {total_styles}
Total Allowances
Formula:
{markdown} + {discount}
Total Allowances %
Formula:
({markdown} + {discount}) / {gross_sales_ticket}
Receipts Ticket
Purchase Orders that are received in the given time period, measured in ticket value.
Actualization:
{receipt__received_units} * {receipt__unit_ticket}
Receipts Retail
Purchase Orders that are received in the given time period, measured in retail value.
Actualization:
{receipt__received_units} * {receipt__unit_retail}
Receipts Units
Actualization:
{receipt__received_units}
Receipts Cost
Actualization:
{receipt__received_units} * {receipt__unit_cost}
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 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 Units
Actualization:
Math.max({purchase_order_item_2__order_units} - {receiptUnitsTotal},0)
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
Average Daily Sales Ticket
Formula:
(AVERAGE({gross_sales_retail}) + AVERAGE({markdown}) + AVERAGE({discount})) / 7.00
Average Daily Sales Retail
Formula:
AVERAGE({gross_sales_retail}) / 7.00
Average Daily Sales Cost
Formula:
AVERAGE({gross_sales_cost}) / 7.00
Average Daily Sales Units
Formula:
AVERAGE({gross_sales_units}) / 7.00
Days of Cover Ticket
Formula:
{gross_wos_ticket} * 7
Days of Cover Retail
Formula:
{gross_wos_retail} * 7
Days of Cover Cost
Formula:
{gross_wos_cost} * 7
Days of Cover Units
Formula:
{gross_wos_units} * 7
ATS Ticket
Formula:
{bop_ticket} + {receipts_ticket}
ATS Retail
Formula:
{bop_retail} + {receipts_retail}
ATS Cost
Formula:
{bop_cost} + {receipts_cost}
ATS Units
Formula:
{bop_units} + {receipts_units}
Adjustment Ticket
Please see Adjustment Units
Adjustment Retail
Please see Adjustment Units
Adjustment Cost
Please see Adjustment 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
Adjustment Ticket Rate
Formula:
{adjustment_ticket} / {bop_ticket}
Adjustment Retail Rate
Formula:
{adjustment_retail} / {bop_retail}
Adjustment Cost Rate
Formula:
{adjustment_cost} / {bop_cost}
Adjustment Unit Rate
Formula:
{adjustment_units} / {bop_units}
Adjustment AIR
Formula:
{adjustment_ticket} / {adjustment_units}
Adjustment AUR
Formula:
{adjustment_retail} / {adjustment_units}
Adjustment AUC
Formula:
{adjustment_cost} / {adjustment_units}
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 Stock to Sales Cost
Stock to Sales measured in cost
Formula:
AVERAGE({bop_cost}) / AVERAGE({gross_sales_cost})
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 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 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}
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 AIR
Formula:
{transfer_receipts_ticket} / {transfer_receipts_units}
Transfer Receipts AUR
Formula:
{transfer_receipts_retail} / {transfer_receipts_units}
Transfer Receipts AUC
Formula:
{transfer_receipts_cost} / {transfer_receipts_units}
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 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 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 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 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 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 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 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 Ticket
Actualization:
{transfer_order__inTransitTicket}
In Transit Retail
Actualization:
{transfer_order__inTransitRetail}
In Transit Units
Actualization:
{transfer_order__inTransitUnits}
In Transit Cost
Actualization:
{transfer_order__inTransitCost}
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
Demand Retail
Please see Demand Units
Demand Cost
Please see Demand Units
Safety Stock Units
Order Cycle Units
Min. Pres. Units
Min. Pres. by Location
Effective Safety Stock Units
Ideal Stock Units
Excess Units
Shortfall 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
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})
Missed Opportunity Retail
Formula:
({demand_retail} - {gross_sales_retail}) < 0 ? 0 : ({demand_retail} - {gross_sales_retail})
Missed Opportunity Cost
Formula:
({demand_cost} - {gross_sales_cost}) < 0 ? 0 : ({demand_cost} - {gross_sales_cost})
Gross Sales Lift Units
Like For Like Gross Sales Units
Like For Like Gross Sales Retail
Like For Like Gross Sales Cost
Bookings Ticket
Topline sales prior to returns and allowances (i.e. markdowns and discounts). Measured in ticket value.
Actualization:
{booking__total_ticket}
Bookings Retail
Topline sales prior to returns, but after allowances (i.e. markdowns and discounts). Measured in retail value.
Actualization:
{booking__total_retail}
Bookings Units
Topline sales prior to returns. Measured in units.
Actualization:
{booking__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}
Dependent Ticket
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 Units
Please see Dependent Units
Dependent Cost
Please see Dependent Units
Constrained Dependent Ticket
Constrained Dependent Retail
Constrained Dependent Units
Constrained Dependent Cost
Sales Returns Ticket
Actualization:
{sale__returns_ticket}
Sales Returns Retail
Actualization:
{sale__returns_retail}
Sales Returns Units
Actualization:
{sale__returns_units}
Sales Returns Cost
Actualization:
{sale__returns_cost}
Sales Returns Margin
Formula:
{sales_returns_retail} - {sales_returns_cost}
Sales Returns Rate Retail
Formula:
{sales_returns_retail} / {gross_sales_retail}
Sales Returns Rate Units
Formula:
{sales_returns_units} / {gross_sales_units}
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}
ROS
Formula:
{gross_sales_units}
Sales Returns AUC
Formula:
{sales_returns_cost} / {sales_returns_units}
Sales Returns AUR
Formula:
{sales_returns_retail} / {sales_returns_units}
Sales Returns AIR
Formula:
{sales_returns_ticket} / {sales_returns_units}
Potential Lost Sales Retail
Formula:
{potential_lost_sales_units} * (({gross_sales_retail}) / {gross_sales_units})
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 GM%
Formula:
{potential_lost_sales_margin} / {potential_lost_sales_retail}
Is Markdown
Markdown Lift %
Gross Sales ACR
Gross Sales Current Retail
Constrained Sales Ticket
Used in Assortment Plan to show projected sales constrained by available inventory in ticket.
Constrained Sales Retail
Used in Assortment Plan to show projected sales constrained by available inventory in retail.
Constrained Sales Units
Used in Assortment Plan to show projected sales constrained by available inventory in units.
Constrained Sales Cost
Used in Assortment Plan to show projected sales constrained by available inventory in cost.
Gross Sales FP Ticket
Gross Sales FP Retail
Gross Sales FP Units
Gross Sales FP Cost
Gross Sales FP AUC
Average Unit Cost of Gross Sales
Formula:
{gross_sales_fp_cost} / {gross_sales_fp_units}
Gross Sales FP AUR
Average Units Retail (i.e. retail value) of Gross Sales
Formula:
{gross_sales_fp_retail} / {gross_sales_fp_units}
Gross Sales FP AIR
Average Initial Inventory at Retail (i.e. ticket value) of Gross Sales
Formula:
{gross_sales_fp_ticket} / {gross_sales_fp_units}
Gross Sales MD Ticket
Gross Sales MD Retail
Gross Sales MD Units
Gross Sales MD Cost
Gross Sales MD AUC
Average Unit Cost of Gross Sales
Formula:
{gross_sales_fp_cost} / {gross_sales_fp_units}
Gross Sales MD AUR
Average Units Retail (i.e. retail value) of Gross Sales
Formula:
{gross_sales_md_retail} / {gross_sales_md_units}
Gross Sales MD AIR
Average Initial Inventory at Retail (i.e. ticket value) of Gross Sales
Formula:
{gross_sales_md_ticket} / {gross_sales_md_units}
BOP FP Ticket
BOP FP Retail
BOP FP Units
BOP FP Cost
BOP MD Ticket
BOP MD Retail
BOP MD Units
BOP MD Cost
EOP FP Ticket
End of period inventory, measured in ticket value.
Formula:
{bop_fp_ticket} + {receipts_ticket} - {gross_sales_fp_ticket} + {returns_ticket} + {transfer_receipts_ticket} + {adjustment_ticket}
EOP FP Retail
End of period inventory, measured in retail value.
Formula:
{bop_fp_retail} + {receipts_retail} - {gross_sales_fp_retail} + {returns_retail} + {transfer_receipts_retail} + {adjustment_retail} - {discount}
EOP FP Units
End of period inventory, measured in units.
Formula:
{bop_fp_units} + {receipts_units} - {gross_sales_fp_units} + {returns_units} + {transfer_receipts_units} + {adjustment_units}
EOP FP Cost
End of period inventory, measured in cost value.
Formula:
{bop_fp_cost} + {receipts_cost} - {gross_sales_fp_cost} + {returns_cost} + {transfer_receipts_cost} + {adjustment_cost}
EOP MD Ticket
End of period inventory, measured in ticket value.
Formula:
{bop_md_ticket} + {receipts_ticket} - {gross_sales_md_ticket} + {returns_ticket} + {transfer_receipts_ticket} + {adjustment_ticket}
EOP MD Retail
End of period inventory, measured in retail value.
Formula:
{bop_md_retail} + {receipts_retail} - {gross_sales_md_retail} + {returns_retail} + {transfer_receipts_retail} + {adjustment_retail} - {discount}
EOP MD Units
End of period inventory, measured in units.
Formula:
{bop_md_units} + {receipts_units} - {gross_sales_md_units} + {returns_units} + {transfer_receipts_units} + {adjustment_units}
EOP MD Cost
End of period inventory, measured in cost value.
Formula:
{bop_md_cost} + {receipts_cost} - {gross_sales_md_cost} + {returns_cost} + {transfer_receipts_cost} + {adjustment_cost}
Inventory Markdown
Inventory Devaluation
Inventory Devaluation %
Inventory Markdown Units
Inventory Markdown Cost
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.
Inventory Ticket Adjustment
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
Markdown Sales Units
Actualization:
{sale__markdown} > 0 ? {sale__sales_units} : 0
Markdown Sales Retail
Actualization:
{sale__markdown} > 0 ? {sale__sales_retail} : 0
Comp Gross Sales Units