Performance vs. Plan
Track in-month performance on a P&L basis across all your channels.
Last updated
Using the Web-App
Track in-month performance on a P&L basis across all your channels.
Last updated
If you just want to see Shopify (DTC) or Amazon (Marketplace) performance vs. plan, use the filter on the bottom right to remove the other channels
If you want to understand how you're pacing all the way down the P&L and understand which channels are driving the differences, unselect the channel filter.
We break down your DTC and Marketplace sales (like Amazon) to a daily level
We bring in your monthly plan and apply ratios like margin % to your actual daily revenue
Metrics like Operating Expenses, which aren’t tied to a channel, use the plan number directly
Any metric marked with a * means it's based on an assumption or estimate
We then forecast the rest of the month based on this logic
Finally, we calculate totals — like Operating Income — depending on whether you’re using channel-level actuals
This report is built through a complex, multi-step process.
We load in transactional data representing DTC and Marketplace (e.g. Amazon) and aggregate it to a daily level.
We load in every plan's monthly forecasted financial metrics for the current month and calculate ratios against the net revenue. These ratios are then applied directly to the actual net revenue that's tracked for the day. For instance, we calculate a contribution margin percentage assumed in the plan; this creates a dynamic contribution profit across each day of the month.
The exception to this rule is non-channel metrics like Operating Expenses where we directly use the plan's value.
Note: Every metric that is labeled with a * is a metric that does not come directly from transactional actuals. These metrics required making an assumption, either to plan or using the ratio calculation mentioned above.
We forecast to the end of the month for every metric using the methodology described below in the How do you calculate the EOM Projections Value? FAQ below.
Finally, we sum up to a non-channel total for all of the channel-specific metrics, such as "Orders", and calculate the downstream metrics like "Operating Expenses" and "Operating Income" that are not channel-specific. This summation step is dependent on the selection of the Use Channel Actuals, which is described in the FAQ below.
