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Financial Planning

Financial planning tools help you analyze costs, profitability, and optimize financial performance.

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Overview

Financial planning includes:
  • COGS Analysis: Cost of goods sold analysis
  • Cost-to-Serve: Calculate cost-to-serve metrics
  • Gross Profit: Gross profit analysis
  • Inventory Holding Costs: Carrying cost calculations
  • EOQ: Economic order quantity optimization

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COGS Analysis

Analyze cost of goods sold to understand:
  • COGS by Product: Cost of goods sold by product
  • COGS Trends: COGS trends over time
  • COGS by Location: COGS by location
  • COGS by Channel: COGS by channel

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Viewing COGS Analysis

  1. Navigate to Decide → Financial Planning → COGS Analysis
  2. Select time range and filters
  3. Review COGS metrics and trends
  4. Use insights for pricing and planning decisions

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Cost-to-Serve

Calculate cost-to-serve metrics to understand:
  • Total Cost-to-Serve: Total cost to serve customers
  • Cost by Channel: Cost-to-serve by channel
  • Cost by Location: Cost-to-serve by location
  • Cost by Product: Cost-to-serve by product

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Viewing Cost-to-Serve

  1. Navigate to Decide → Financial Planning → Cost-to-Serve
  2. Select time range and filters
  3. Review cost-to-serve metrics
  4. Use insights for channel and location optimization

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Gross Profit

Analyze gross profit to understand:
  • Gross Profit by Product: Gross profit by product
  • Gross Profit Margin: Gross profit margin percentage
  • Gross Profit Trends: Gross profit trends over time
  • Gross Profit by Channel: Gross profit by channel

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Viewing Gross Profit

  1. Navigate to Decide → Financial Planning → Gross Profit
  2. Select time range and filters
  3. Review gross profit metrics
  4. Use insights for product and pricing decisions

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Inventory Holding Costs

Calculate inventory holding costs to understand:
  • Total Holding Costs: Total cost of holding inventory
  • Holding Cost by Product: Holding cost by product
  • Holding Cost by Location: Holding cost by location
  • Holding Cost Trends: Holding cost trends over time

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Viewing Holding Costs

  1. Navigate to Decide → Financial Planning → Inventory Holding Costs
  2. Select time range and filters
  3. Review holding cost metrics
  4. Use insights for inventory optimization

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Economic Order Quantity (EOQ)

Calculate optimal order quantities to minimize total costs:
  • EOQ by Product: Optimal order quantity by product
  • Total Cost: Total cost (ordering + holding)
  • Order Frequency: Optimal order frequency

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Using EOQ

  1. Navigate to Decide → Financial Planning → EOQ
  2. Select products for EOQ calculation
  3. Review optimal order quantities
  4. Use for replenishment planning

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Common Workflows

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Analyzing Product Profitability

  1. Navigate to Decide → Financial Planning
  2. Review COGS and gross profit by product
  3. Identify high and low profitability products
  4. Adjust pricing or product mix

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Optimizing Channel Costs

  1. Navigate to Decide → Financial Planning → Cost-to-Serve
  2. Review cost-to-serve by channel
  3. Identify high-cost channels
  4. Optimize channel operations

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Planning Inventory Investment

  1. Navigate to Decide → Financial Planning → Inventory Holding Costs
  2. Review holding costs
  3. Use EOQ to optimize order quantities
  4. Balance holding costs with ordering costs

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Permissions & Roles

Financial planning features require analytics.read or financial.read permission. Some features may require additional permissions.