Before you start
- Sign in to the correct company.
- Confirm your role and company subscription allow this module.
- Complete required master data in connected source modules before starting a transaction.
- Use demo or authorized data while learning.
Workspace map
1. Review revenue, total cost, net profit, and margin KPIs
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
2. Compare brand performance
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
3. Inspect cost structure and management insights
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
4. Drill into allocated cost breakdowns
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
5. Measure DSI and GMROI
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
6. Use movement-weighted inventory occupancy
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
7. Print an executive view
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
Recommended operating sequence
- Review revenue, total cost, net profit, and margin KPIs
- Compare brand performance
- Inspect cost structure and management insights
- Drill into allocated cost breakdowns
- Measure DSI and GMROI
- Use movement-weighted inventory occupancy
- Print an executive view
Troubleshooting
- If an action is not visible, check role, permission, record status, and plan entitlement.
- If data is missing, correct the source module and refresh this workspace.
- Read the validation message before retrying; an approval or configuration step may be required.
- Do not bypass protected correction or reversal by creating a duplicate record.