Process
From extract inventory to team handover
A clear sequence for category performance dashboard commissions and related reviews.
- Brief & data inventory You share the category, review date, and available extracts. We list gaps in item masters, promo calendars, and banner files before any layout is drawn.
- Metric & layout agreement Category managers and analysts lock definitions for sell-through, share, velocity, and exceptions. Filters and hierarchy are written down.
- Build & internal QA We construct the performance view, check joins against your master, and prepare a walkthrough pack for stakeholders.
- Stakeholder walkthrough Your team reviews the first full version. Two revision rounds are included on the flagship commission.
- Handover & training A written guide and a live session leave your category team able to reopen the view for the next review cycle.
What you bring
Stable item codes, sales extracts by period, and a promo calendar with clear dates. Incomplete files do not stop a kickoff, but they extend the timeline.
What we deliver
Agreed metrics, the commissioned view or review pack, revision notes, and training — scoped to the engagement you choose.