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Category managers

CATEGORY MANAGERS

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The "Category Managers" report is designed to analyze the performance of each category manager by its main KPI.

Using the report you can:

  • view the necessary data for two periods: "Chosen" and "Previous", comparing them with each other;
  • analyze data at different levels, going down from the category manager to the categories and SKUs that are assigned to them;
  • visually track the dynamics of the main managers’ KPI;
  • evaluate the contribution of each category manager to the overall sales metrics.

Advice! Additional category managers analytics can be configured in the "Category Card" tab, namely:

  • planned metrics and their execution;
  • price distribution of products the category manager is responsible for;
  • comparative dynamics of key metrics;
  • filling the manager’s chain categories with the products.

To do this, one of the following actions should be taken:

  • in the "Category Managers" report click on the clickable category name in the first column of the report.
  • from the "Category Sales” report go to "Category Card" and configure the necessary category manager in the “Filters”. Thus, the "Category Card" is filtered and will display all the basic data on the selected category manager.

To display all products go to the top level "Category Card". For this you need to configure the first level of category display in the report filters from which the transition to the “Category Card” is performed.


All metrics are divided into subgroups:

Sales 

Sales Qty

Receipt Qty

Avg Receipt Price

Stocks

Profit

Cost of Sales

Financial Metrics

Turns

Availability

Supplier

Assortment activity

Write-offs

Note! Access to viewing the metrics according to the user's role is determined by the administrator. Contact your administrator to expand the access.

Metrics highlighted in purple or red are clickable. Clicking on them opens a window with a flow chart of the chosen metric.

Advice! If you need to compare the metric for the chosen and the previous period, you need to click on the necessary clickable metric for the previous period. The graph will display curves for two periods: the chosen one, and the previous one.


The selection of the following filters makes it possible to carry out the analysis within the specified conditions:

  • Period
  • Previous period
  • Stores
  • Categories
  • Products
  • Category Managers
  • Interval
  • Assortment types
  • Product markers
  • Write-offs Types
  • Receipt markers
  • Bonus types