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})