Please Note: This article pertains to Retail Analytics dashboard functionality in the Latest Version of Treez.
The Retail Analytics Discount Planning dashboard helps you plan out your discount strategy based on your current inventory.
Log into the Latest Version of Treez and navigate to Dashboard > RA> Sales> Discount Planning
Use the downward arrow to expand the Controls panel where you can select the stores, specific product type, subtype, brands, and classifications, and select if you want to include merch in your report.
Use the Refresh button on the top left corner to reset the whole page.
Discount Planning for Current Inventory
In this section, you have control of your view by:
Viewing products by
Product Brand or Type
Product Line
Product Name
Choose the product display view with the dropdown to select how you would like to view the product list.
You will then be able to view the performance of previous discounts in the Historical Discount Area. This will provide you with a chart visual as well as a table that will present each breakdown by product given the applied filters.
The left chart is Number of unique discounts created for each discount method. Click any bar to filter specific discount method in List of Promotions below.
The right chart is a Comparison of Sales Metrics During the Selected Discount Period.
Performance of Promotions
You can filter for specific discounts and choose the date range, as well as the Performance Metrics you wish to focus on:
The bottom table will give you a view listed by product for all applied filters for a table view:
This is a list of discounts that are applied to the selected or all products in the discount date range. Click any Discount Name and view all other products purchased together in the same order.
More resources: