1. TOP LINE REPORT METRICS
360 View Report – forecast/stretch forecast,actual dollars/units, inventory
Source: Retail Link
Metrics: TY/LY Segmented units, dollars, share, indices, inventory, returns, margins
Category Dollar/Unit Sales Reports by Segment – graphs to track segmented category
Source: Retail Link
Metrics: TY/LY units, dollars - by WM Week
New Item Tracking Reports – graphs + performance data
Source: Retail Link
Metrics: units, dollars, average retail, average $/S/Wk, average U/S/Wk, traited stores, valid stores,
stores selling, product turn + vs. forecast, inventory levels - by WM week
Competitive Ad Merchandising Report – from Market Track
Source: Market Track
Metrics: channel or chain, category segment, time period, ad/coupon/merchandising event offered, vendor
Pre-event Forecast
Source: Retail Link
Metrics: TY Last 13 weeks – dollars / units, plus LY event anniversary – dollars/units, 2 weeks prior
events, 4 week event, 3 week post event data
Daily Event Update
Post-event Analysis Overall with Recommendations - reconciled Daily plus recommended actions
Ad Hoc Correction of Errors /Issues with Recommendations (rarely needed – usually covered in Recap)
Source: Retail Link
Metrics: units, dollars, quantity shipped, inventory remaining (sales are deducted), lift index/forecast
turn vs. actual turn, percent of sell-thru,
Daily Merchandising Recap Calendar – track merch events, Rollbacks/SEMs, coupons
Source: Retail Link, in-house shipment reports, logistics
Metrics: Status, event name, item/upc numbers, retail, cost, off-invoice allowance, P&G recommended
orders, WM ordered, actual shipments, Rollback/SEM dates, stat units/dollars, remnants to
be sold to Wal-mart, coupons offered by P&G- very robust tracker; one stop for Hair Care team
Modular Strike Zone Reports by Segmented Category
Modular Strike Zone Reports by Product Line and Item
Source: Retail Link
Metrics: specific time framed data designated by buyer, dollars/units, retail, cost, inventory, share,
forecast for upcoming modular and year
Food Drug + Comparative Market Report
Source: Source One
Metrics: total FD+, channel, dollars/units, variance, compare to totalmarket, month/quarter/annual
Off Invoice Forecast vs. Budget Actuals Report – stat dollars burned
Source: Master ItemList based on calculated Burn Rate + internal documents
Metrics: Item segments, retail, cost, stat conversion to stat $/U, established stat value,
off invoice allowance, burn rate, forecasted shipments, actual shipments –
by month/quarter/year
Stat units /dollars= Statistical units/dollars which are standard converted units of measurements
used for Procter and Gamble reporting.