Sales & Margin – StockIQ Technologies

Summary

The Sales & Margin screen is designed to provide historical information on sales at several levels of granularity.

This screen breaks down sales information at several levels of granularity:

By Item-Site: sales are grouped by item-site and by month. This level will aggregate individual customer sales.
By Site: sales are grouped by site. This provides insight into how sites are performing in comparison to others.
By Customer: sales are grouped by customer, you may have multiple ship-to locations under a given customer, viewing this data at a customer-level allows you to see aggregate customer sales.
Bottom Level: sales at the bottom level of your hierarchy, this would be the most granular way to view sales.
By Ship-To: sales are grouped by individual customer ship-to locations. This level aggregates item-site data by ship-to.
By Shipper: sales grouped by the shipper (owner) of the inventory; the shipper functionality is uncommonly used, so you will most often see the default '000' shipper here.
By State: sales grouped by state, if available in customer ship-to data (i.e. the state location for that customer ship-to).
By Hierarch Level: sales grouped at a specific hierarchy level, such as product group or category delineation. The Display Options that pop up when you click the "Display" button allow you to modify which level of the hierarchy you are viewing.

Each tab shares several data columns:

Date - the period date for the current summary level selected in the Display Options (month, week, quarter, etc.).
Quantity Sold - the quantity sold during the given period.
COGS - the Cost of Goods Sold for the given date. This is pulled from the Invoice Cost on the order or invoice, if available. If that is not available, the Standard Cost of the item at the point in time of the sale is read from StockIQ's history, and if that is not available, the current Standard Cost of the item is used.
Revenue $ - revenue for the period in question. This is pulled from the Invoice Price on the order or invoice, if available. If that is not available, the Standard Price of the item at the point in time of the sale is read from StockIQ's history, and if that is not available, the current Standard Price of the item is used.
Margin $ - the margin for this period, calculated as Revenue - COGS for this period.
Margin % - this period's margin represented as a percentage.
Hits - the number of times this item was present on a sales order during that period.
On Hand $ - the value of inventory on-hand at the beginning of the period; this is read from StockIQ's history.
GMROI - the GMROI for this period, based on your sales and your start-of-period on hand balance. Note that the GMROI will be based on your summary period in question, e.g. if you are looking at monthly data, the GMROI is a monthly GMROI for that month, and so on.

Depending on the tab, by right clicking on a row in the grid, you will see one of two menus pop up:

On the Item-Site tab:

Inventory Snapshot - provides item-site attribute information.
Forecast Chart - a visual of the item-site forecast, this is the same as what you would see in the Forecast Manager.
Sawtooth Chart - the sawtooth diagram for this item-site.
Item-Site Notes - notes related to this item-site.
Sales Order Detail - for the given row, this will display all sales orders for the item-site in the given period for that row.

On any other tab:

Sales Order Detail - for the given row, this will display all sales orders matching that row (i.e. all sales orders for a site when viewing the site tab) in the given period for the row.

In addition to filtering down the data for any of the tabs, you can click on the "Display" button to get the display options for that screen:

Data Source - lists the source of data to use for the report. Depending on the details of your integration, by default this will be your order history. If available, you can choose to have the queries based off of shipment/invoice history instead.
Chart Measure - if you are focusing on the chart, the various columns of information shown in the grid can be individually charted. Use this box to select which measure you want shown on the chart.
Time Interval - when the screen first loads, we show month-by-month data. However, you can change this to show weekly, quarterly, or yearly totals depending on the resolution that you need. Note that the Pivot grids are not available when in weekly resolution.
Chart Type - allows you to customize the style of chart used. In particular, the "Stacked Bar" can be very interesting to seeing trends in the data over time.
Max # of Series to Chart - in order to keep the chart performant and readable, we generally limit the number of data series displayed to the top N values for the given data set, which you can set here.
Select Hierarchy - if you have multiple hierarchies, you can choose which one to use. This is not common.
Hierarchy Level - select the hierarchy level you want to use for display in the "By Hierarchy Level" tab.

Related to