Analytics

Margin & GP trends, time ranges & filters.

The analytics page turns your published pricing into a timeline: margin and gross-profit trends, filterable by date range, brand, and market. Here's where that data comes from and how to read it.

Every page in your workspace answers "what does my pricing look like now?" Analytics answers the harder question: "which direction is it moving?" It plots your distributor margin, retail margin, and gross profit per case over time, and lets you slice the picture by date range, brand, and market.

The Short Answer

Open Analytics in the app sidebar. The two headline charts — Margin Trends and Gross Profit Trend — are built from snapshots recorded each time you publish a brand (and from saves, at most once per hour per brand). Use the 7d / 30d / 90d / 1y / All buttons and the brand and market dropdowns in the header to change what you're looking at. If the charts are empty, publish your brand — publishing is what creates the data points.

What the analytics page shows

The page (Analytics in the app sidebar, at /app/analytics) opens with six KPI cards: Total Brands, Total SKUs, Avg GP / Case, Avg Dist Margin, Avg Retail Margin, and Portfolio FOB. Four of the six cards add a trend indicator — comparing the start of the selected period to its end — and a small sparkline of the history underneath; Total Brands and Total SKUs show just the current value.

Below the KPIs come the two trend charts this article focuses on — Margin Trends and Gross Profit Trend — followed by a category section (see Category Analytics), a sortable SKU Leaderboard, FOB Distribution and Margin vs. FOB charts, and per-brand Brand Scorecards. The leaderboard, distribution charts, and scorecards get their own walkthrough in The Analytics Charts, One by One.

Where the data comes from

The page mixes two kinds of data, and knowing which is which explains almost every "why does it look like that?" question:

Snapshots are recorded on two triggers:

Charts empty? Publish.

A trend line needs at least two days of snapshots. A brand that has never been published shows "Publish brands to see margin trends over time" in the chart area — that message is literal. Publish, keep working, and the line appears as history accumulates. Your first visit to the page also backfills history automatically from any versions you published before, using each version's publish date.

One note for team workspaces: snapshots belong to the workspace, not to whoever happened to click Publish. Every member sees the same shared timeline.

Time ranges and filters

Three controls sit in the page header, and all of them are display filters — they change what loads, never what's stored:

Filters compound: one brand + one market + 30d is a perfectly good question to ask the page.

Reading the trend charts

Margin Trends plots two lines against time: Dist Margin % and Retail Margin %. When more than one snapshot lands on the same day, the chart plots that day's average, so a busy publishing day still reads as one honest point. Flat lines are the normal, healthy state — margins shouldn't wander on their own. What you're watching for is the step: the day you renegotiated distributor terms, or quietly gave away a point of retail margin market by market.

Gross Profit Trend is a single shaded line of average GP per case across the same period. This is the money chart. Margins can hold perfectly steady while GP climbs (you raised FOB) or erodes (you added lower-priced SKUs that pull the average down). When the GP line moves and the margin lines don't, the cause is in your SKU mix or your FOB — hover any point for the exact dollar figure and date.

The KPI trend arrows use the same history with a coarser lens: they compare the average of the first third of the selected period against the last third, so a brief mid-period dip won't flip an arrow. If an arrow surprises you, the trend charts below it hold the detail.

Who can see analytics

Analytics is a paid-plan feature. On the free plan the page shows a blurred preview with an Unlock Analytics prompt; every paid plan opens the full page. One section is gated further: the category charts (GP by Category and Brand Mix) are exclusive to the Trade plan — other paid plans see a blurred teaser with an upgrade prompt in that row, covered in Category Analytics. For exactly which plan includes what, see Plan Limits at a Glance.

From here, the natural next reads are The Analytics Charts, One by One for the leaderboard and scorecards, and Publishing & Version History — because the more deliberately you publish, the better this page gets.

Your trend line starts today.

Analytics only charts what you record. Build a brand, publish it, and give the page something to plot.

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