Forecast dashboard Forecast dashboard

Forecast dashboard

Tyler Yannes Tyler Yannes

 

Outline:


Dashboard Overview

  • This dashboard is designed to provide data on forecasting for your upcoming subscription orders per day and per product
  • The metrics on this dashboard are exportable
  • This dashboard is helpful for forecasting revenue/orders as well as quantity of units for inventory purposes

Data questions this dashboard answers

  • How many units of each product should I expect to process in the next month, two months, year?
  • How much revenue, orders, and units of product should I expect to process in the next month, two months, year?  
  • How much revenue, orders, and units of product should I expect to ship on specific days?

Things to keep in mind:

1. All metrics are exportable and be replicated (follow the guides below on how to use each export)
2. Skio uses gross revenue which is the total price charged before taxes, shipping, and additional discounts (non-subscribe and save)
3. Forecasting assumes no change in subscriptions such as new activations, cancellations, skips, or changes to next billing dates
4. Free gifts, including Surprise & Delight, will be included to help for inventory forecasting

Revenue Forecasting

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Metrics:

Queued Revenue: The sum of revenue expected for the selected time period, assuming no change in subscriptions. This total includes additional cycles that go beyond just nextBillingDate.

Queued Units: The sum of quantity of products expected for the selected time period, assuming no change in subscriptions.

Queued Orders: The sum of subscription orders expected for the selected time period, assuming no change in subscriptions.


Forecasting Graph

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Graph Description:

  • This graph provides daily forecasting for the selected time period
  • The product filter at the top of the page can be used to filter for specific product variants
  • In the top right corner of the graph, you can choose to look at forecasting for revenue, quantity of units, and orders per day
  • Hovering over a daily column provides the value for that day

How to Use the Export

  1.  Each row is a product subscription line (product included in a subscription) per day
  2. subscriptionID is how we group together product subscription lines into each subscription; use the unique count of subscriptionID to find the number of orders queued (Note: Since a subscription can only have one order per day, when filtering for the unique count per day this matches the order total for that day; userEmail also works)
  3. The sum of the quantity column provides the queued units metric
  4. To sum of lineTotal column provides the queued revenue metric

Forecast by products table

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Metrics:

Product: The product title; this value may appear as multiple rows if there are multiple variants or SKUs associated with this product title.

Variant: The variant title; this value may appear as multiple rows if there are multiple SKUs associated with this variant title.

SKU: The product SKU; this value may be blank if there are products without SKUs and it may repeat if the same SKU is used for multiple products or variants.

Queued Revenue: This is sum of revenue queued for this specific product.

Queued Units: This is sum of quantity of units queued for this specific product.

Queued Orders: This is sum of orders queued that include this specific product.


Helpful Resources

 

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