Analyse the stock of products
With the help of 'Stock Analysis', allows you to determine the percentage of products in the layout that are out of stock or overstocked, and determine the number of products needed on the shelf.
The report is generated based on the average sales of the product for the selected period and the stock on the shelf. After applying the report, the products are colored in a certain color depending on the distribution group.
In order to change the boundaries of the distribution groups, you need to go to the report settings (the button on the right of the toolbar) and enter the desired values into the appropriate fields using the slider. This allows you to redefine which group each product belongs to, depending on its metric.
To change the color of a group, just click on the group color and choose from the palette or enter a hex code.
To select the period for which the report is generated, click on the Period field. By default, the last 30 days are used.
To select the interval for calculating the values of the Excess/Lack metric, click on the drop-down box. By default - is a day.
To download the report in Excel format, just click on the corresponding button in the upper right corner.
To configure the display of metrics (columns) in the report, click on the corresponding icon at the top right of the table.
The report allows you to analyse a wide range of metrics, including:
Product name
Article
Product type - packaged or bulk.
Facings qty - the number of product facings laid out.
Product stock on the shelf, pcs./kg
The total number of products on the planogram.
For packaged products:
Product stock on the shelf, pcs. = Number of Facings qty × Placement depth of display × Placement height of display.
For bulk products:
Product stock on the shelf, kg. = Package weight, or "1" if no package weight is specified.
Product stock on the shelf, (day, week, month)
Displays how many days/weeks/months the displayed products will last.
Product stock on the shelf, (day, week, month) = Product stock on the shelf, pcs./kg / Average number of product sales per (day, week, month)
Average number of product sales per (day, week, month)
Average number of product sales per (day, week, month) = Sales qty / Number of (days, weeks, months) in the specified period.
Excess / Lack (%)
Excess / Lack (%) = (Product stock on the shelf, pcs./kg - Average sales qty of the product for the selected interval × 100) / Average sales qty of the product for the selected interval.
Stock qty
Quantity of products available in the store at the end of the selected period.
Stock cost
Stock cost = Cost of products × Stock qty.
The report is generated based on the average sales of the product for the selected period and the stock on the shelf. After applying the report, the products are colored in a certain color depending on the distribution group.
Customize the report
In order to change the boundaries of the distribution groups, you need to go to the report settings (the button on the right of the toolbar) and enter the desired values into the appropriate fields using the slider. This allows you to redefine which group each product belongs to, depending on its metric.
To change the color of a group, just click on the group color and choose from the palette or enter a hex code.
To select the period for which the report is generated, click on the Period field. By default, the last 30 days are used.
To select the interval for calculating the values of the Excess/Lack metric, click on the drop-down box. By default - is a day.
To download the report in Excel format, just click on the corresponding button in the upper right corner.
To configure the display of metrics (columns) in the report, click on the corresponding icon at the top right of the table.
Available metrics for analyzis
The report allows you to analyse a wide range of metrics, including:
Product name
Article
Product type - packaged or bulk.
Facings qty - the number of product facings laid out.
Product stock on the shelf, pcs./kg
The total number of products on the planogram.
For packaged products:
Product stock on the shelf, pcs. = Number of Facings qty × Placement depth of display × Placement height of display.
For bulk products:
Product stock on the shelf, kg. = Package weight, or "1" if no package weight is specified.
Product stock on the shelf, (day, week, month)
Displays how many days/weeks/months the displayed products will last.
Product stock on the shelf, (day, week, month) = Product stock on the shelf, pcs./kg / Average number of product sales per (day, week, month)
Average number of product sales per (day, week, month)
Average number of product sales per (day, week, month) = Sales qty / Number of (days, weeks, months) in the specified period.
Excess / Lack (%)
Excess / Lack (%) = (Product stock on the shelf, pcs./kg - Average sales qty of the product for the selected interval × 100) / Average sales qty of the product for the selected interval.
Stock qty
Quantity of products available in the store at the end of the selected period.
Stock cost
Stock cost = Cost of products × Stock qty.
Updated on: 18/02/2025
Thank you!