Performance
Performance
Performance in the left rail shows your trading history: sales, units and
gross profit (GP) over a window you choose, each set against the same weeks last
year. It is one page with several views. You set the scope once, at the top, and
every view reads that same scope. The tabs change the question you ask; they don’t
change which trading you are looking at.
Performance is switched on for each workspace once its trading feed is
connected. If you see Performance is not enabled for this workspace, ask
Twelfth to turn it on.
The views
| Tab | What it shows |
|---|---|
| Trend | Units, sales and GP over the window, this year against last year |
| Targets | Monthly sales against your activated targets. See Sales & performance targets |
| Mix | Each category, remit, supplier or channel’s share of sales and of GP |
| Promotion | How much of the trade ran on promotion, and the margin it made |
| Cut | One measure across two dimensions, as a matrix |
| Promo calendar | Which weeks each product line sold on promotion |
Targets and Cut are turned on separately for each workspace, so you may
not see every tab yet.
The page address records the tab, categories, window and comparison mode, so you
can bookmark a view or send the link to a colleague. Each person still sees only
what their remit allows.
Choose the scope
Three controls sit above every view.
Filters picks categories. Leave it empty for All categories, or tick the
ones you want. You can search by category name or by remit name. A category you
only hold part of shows the remits you hold beside it.
Total and Compare decide how a selection of several categories is read.
Total adds them into one figure. Compare shows each category separately.
Choose 2–5 categories to compare; until you have picked at least two, the page
keeps showing the total and asks for Choose at least two categories. If you
tick more than five, the first five are compared. This control only appears on
Trend, Targets and Promotion, and only when more than one category is
available to you. Mix, Cut and Promo calendar always read the
selection as one pool.
The trading window is 1w, 1m, 6m or 12m: one week, four weeks,
26 weeks or 52 weeks. The default is 12m.
Trend
Trend shows three charts side by side: Units, Sales and GP. Each one
has the window’s total and its change vs LY in the corner. Under each chart, a
table lists every period with This year, Last year and vs LY, so all
the numbers in the chart are also in the table.
The period length follows the window:
| Window | Each bar is |
|---|---|
| 1w | A day, where the feed has daily figures; otherwise the week |
| 1m, 6m | A week, labelled by the day it ends |
| 12m | A month, made of the weeks that end in it |
At 12m, the first and last months can hold fewer than four weeks of the
window, and the table says how many. A period that is not yet complete is still
drawn, and the table marks it Partial or missing. A note such as
10/12 periods complete under the headline means some periods have gaps.
Last year means the same weeks one year back: the same week-endings 52 weeks
(364 days) earlier, so weekdays line up. Growth is left blank where last year has
no figure to compare against.
In Compare mode each category gets its own bars, in its own shade. Last
year is the same shade, lighter. Use the menu on each chart to download the table
as CSV or XLSX, copy it, or ask Twelfth about it.
What changed in trading
Above the charts, What changed in trading picks out the categories whose
sales moved most. It always uses the latest 4 weeks of complete trading,
against the prior 4 weeks and against last year, whatever window the
charts show. Each card shows sales over the four weeks, then units, gross profit
and gross margin against the prior four weeks. Margin changes are in percentage
points.
Open a card to see Where trading changed: the suppliers, channels or
promotional sales that moved most. These views overlap, so the amounts don’t add
up to the total. Next steps suggests where to look next, such as checking
availability on lines that are losing units, or reviewing prices and costs where
margin fell by more than one point. Each step links to the right view for that
category, and Why this action explains the evidence. Full comparison and
source dates shows the exact dates behind each comparison.
Targets
The Targets tab begins with your target plans, then shows Monthly category
sales: actual sales against target for each calendar month. Each month’s row has
Actual, Target, vs target, Coverage / basis and Target from,
which links to the plan or uploaded file the target came from. Months follow the
calendar exactly, whatever the window’s week boundaries are.
Above the plans, How sales are tracking labels each category’s month
On track, Watch (5% or more below plan) or Material risk (10% or more
below). For a month in progress, Twelfth estimates month-end sales at the
current daily pace. It does this only when the feed confirms every day of the
month so far, and only after at least seven days. The estimate does not account
for seasonality. The same material risks appear on Home under Target risks.
How to set up, sync and activate targets is covered in
Sales & performance targets.
Mix
Mix shows where the trade sits. Pick Category, Remit, Supplier or
Channel next to the window control. Only the splits your trading feed carries
are offered, and a note explains any that are missing.
The Chart tab draws share of sales and share of GP for the top 12 values.
The rest are combined as Other. The Table tab lists every value with
Sales, Share of sales, Share LY (with the change in points), GP and
Share of GP. Category and supplier names link to their pages.
Promotion
Promotion compares promotional and full-price trading over the window, by
category:
| Column | Meaning |
|---|---|
| On promotion | Sales made on a promotion |
| Penetration | Promotional sales as a share of all sales |
| Realised margin | The margin those sales actually made |
| Full-price margin | The margin the same lines make at full price |
| Gap | Realised margin less full-price margin, in points |
Rates are calculated from the window’s totals, never averaged from weekly rates.
This view needs each sale to be marked as promotional or full price. If your feed
doesn’t carry that, the tab says This trading feed carries no promotion flag.
Cut
Cut builds a matrix. Choose Rows, Columns and Measure (Units,
Sales or GP). Columns can be any dimension, Month, or Whole window
for a single column. Every cell shows its value and its change against the same
weeks last year. Rows and columns have totals. An asterisk marks a figure built
from partial or missing periods. A month is the weeks that end in it, and
(part) marks a month the window only partly covers.
Category headings open Products filtered to that category; supplier
headings open the supplier’s page in Suppliers.
Promo calendar
The promo calendar lists product lines down the side and the window’s weeks
across the top, with a mark in each week a line sold on promotion. It uses the
same promotion flag as the Promotion tab. When there are many lines, it shows
those with the most promotional sales; narrow the categories to see the rest.
Each line links to its product page.
Where the numbers come from
Performance reads one of two sources, and the footer under every view says which:
| Source | Footer says | How it behaves |
|---|---|---|
| A warehouse feed your business publishes | imported and the time of the last import, in Melbourne time | The feed’s own weeks, months and completeness. It takes priority whenever it has data for your workspace |
| Your workspace’s own sales lines (for example from Shopify) | read from this workspace’s sales lines | Read live, so new sales show on the next load. Weeks run Monday to Sunday in your workspace’s time zone |
On sales lines, GP is sales less units multiplied by each product’s catalogue
cost, on the same tax basis as sales. Where a cost is missing, GP for that
period is shown as unknown rather than guessed.
Data basis, next to the filters, shows the span the figures cover, the
currency and whether sales include or exclude tax (for example inc GST). On a
short window that is still under way, it says how many days are in so far, such
as 5 of 7 days in. Figures in different currencies or tax bases are never
added together; Trend shows them in separate rows.
The footer also shows Trading through and the last day of data. It adds
stale: waiting for a fresh import when a warehouse import is overdue, and
some periods are partial or missing when they are. When the data is more than
two days behind, the benchmark cards say Trading data is stale and target risk
labels pause until fresh data arrives.
If there is nothing to show, the page tells you why. Trading history is
importing means a first import is under way. No trading history in this
scope means the feed is connected but has nothing for the categories and remit
you can see. Trading history is not connected yet means no source is
connected.
Remits and what you see
Performance only ever shows the trading in your remits. A buyer sees their own
remits. An owner or admin who also holds remits of their own can switch between
Me (their remits) and All (every remit in the workspace) in the page
header; the choice applies to every view. Where you hold only part of a category,
its figures cover your part only. The Remit split in Mix and Cut shows how your
trade divides between remits. See Remits for how remits
are assigned.
Asking Twelfth AI
The assistant uses the same scoped calculations as this page, so its answers
match what you see. Try:
- “Which categories are behind their sales target this month, and by how much?”
- “What changed in Board Games over the last four weeks compared with the four before?”
- “Which suppliers lost the most share of sales this year compared with last?”