Standardises trading KPIs and variance logic across store, DTC, marketplace and wholesale. Threshold bands surface the exceptions that require decisions, producing pack-ready KPI chapters for weekly trading and monthly executive review.
Multi-channel retail teams often review performance using different definitions, roll-ups and variance narratives. We establish one KPI tree with named owners, materiality rules and escalation triggers so trading forums start with exceptions and end with logged decisions and actions.
Used by leaders accountable for margin, cash and availability. Aligns Trading, Finance, Supply Chain and Digital on one KPI definition and one exception rule set.
Inputs
We start with the KPI views you already use, then standardise definitions, roll-ups and variance rules across channels.
Used to anchor the trading KPI tree and weekly variance rules across channels and categories.
Outputs
One set of trading KPIs with agreed definitions, owners, cadence and source references—so performance is reviewed consistently across forums.
A practical KPI mapping by channel and category—so the same KPI logic works in trading, exec and board views.
Green/amber/red bands and clear triggers that define exceptions and when escalation is needed—so meetings start with what matters.
Variance prompts (decision-led)
Exportable KPI pages formatted as pack chapters—so you don’t rebuild slides each week.
Configuration
Configured during implementation to match your governance model, pack structure and reporting cadence.
Set how performance rolls up across group, brand, channel and category so it matches how leaders make trade-offs.
Confirm channels, current trading cadence, and where decisions stall (pricing, stock, channel conflict).
Define trading KPIs, thresholds, decision rights and the weekly pack structure.
Configure trading views, logs and escalation routes, then run the weekly cadence.
