A Appendix: Measure Calculations

This appendix provides additional information on a few of the core retail calculations to help aid your understanding. It is important to understand that a particular measure can be calculated in many ways because it is impacted by many different input measures. When a value is changed that impacts other editable values, the impacted measures that then need to be recalculated are protected so that you cannot also update those values. This prevents a deadlock or circular calculation in which you do not know where to start recalculating.

Measure Label	Measure Calculation	Notes
Margin
GM R	Net Sales R - COGS
COGS	(Net Sales R + Mkd R + Shrink R) * (1 - CMU%)	Elapsed periods add COGS adj R.
COGS exc VAT C	COGS C / (1 + VAT C %)
CMU%	(BOP R + Receipts R - Shrink R - MOS R) - (BOP C + Receipts C - Shrink C - MOS C)) / (BOP R + Receipts R - Shrink R - MOS R)
Net GM R	GM R + Vendor Funds R + Royalties R - Restocking Cost R - MOS R - Mkd Due to W/F
Net GM %	Net GM R / Net Sales R
GM R exc VAT	Net Sales R exc VAT - COGS exc VAT C
GM R% exc VAT	GM R exc VAT / Net Sales R exc VAT
Net GM R exc VAT	GM R exc VAT + Vendor Funds R + Royalties - Restocking Cost - MOS R/(1+VAT%) - Mkd Due to W/F/(1+VAT%)
Net GM R % exc VAT	Net GM R exc VAT / Net Sales R exc VAT
Sales
Sales R	Sales Reg+Promo R + Sales Clr R
Sales R	Sales U * Sales AUR
Sales U	Sales R / Sales AUR
Sales AUR	Sales R / Sales U
Net Sales R	Net Sales Reg+Promo R + Net Sales Clr R	An edit to Net Sales will proportionally spread the change to Net Reg+Promo and Net Sls Clr.
Net Sales Reg+Promo R	Sales Reg + Promo R - Net Return Reg + Promo R
Returns R	Returns Reg + Promo R + Returns Clr R
Returns R %	Returns R / Sales R
Net Return R	Return R + Return Back to Online R
Markdowns
Mkd R	Reg+Promo Mkd R + Clr Mkd R
Mkd R	Mkd % * Net Sales R
Mkd %	Mkd R / Net Sales R
Mkd Due to W/F	W/F Mkd R * % Owned by Retailer
Inventory
EOP R	EOP Reg+Promo R + EOP Clr R
EOP Reg+Promo R	BOP Reg+Promo R + Receipts R - Net Sales Reg+Promo R - Mkd Reg+Promo R - Shrink R - Misc Adj R - Move to Clr R + Inv Adj R - Pick Up in Store Reg + Promo R - Ship to Customer Reg+Promo R	For Merch Target/Merch Plan. See EOP calc for Location Planning.
EOP Clr R	Clr BOP R - Net Sales Clr R - Clr Mkd R - MOS R + Move to Clr R	For Merch Target/Merch Plan. See EOP calc for Location Planning.
EOP R (For Location Plan)	Receipt R + BOP R - Net Sales R - Markdown R - Shrink R + Transfer In/Out R
Receipt R	EOP Reg+Promo R - BOP Reg+Promo R + Net Sales Reg+Promo R + Reg Promo Mkd R + Shrink R + Misc Adj R + Move to Clr R - Inv Adj R
Forward Cover R	Forward cover uses an internal function which counts the number of future periods which EOP can cover the future Net Sales plus Markdown. As the end of the calendar horizon in the segment is reached, the future net sales and markdown do not exist to calculate cover. In this case, the function copies the Net Sales plus Markdown for the segment's calendar horizon (such as the half) into the future to enable calculating a forward cover value.
On Order
Net On Order R	On Order R + On Order Adj R
OTB R	For Un-elapsed: CP EOP R - WP EOP R + WP Receipts R - Net On Order R Elapsed: 0	For Targets, CP is labeled as Tgt. Therefore, in the given calculation, CP EOP equates to Tgt EOP.
On Order Adj C	On Order Adj R * (1 - On Order Adj MU %)
Net On Order MU %	(Net On Order R - Net On Order C) / Net On Order R
Key Performance Indicators
Avg Sales R per Location	Net Sales R / # of Location count	Count of Locations open/active.
Cum Turn R	sum(Sales R) / Cum Avg Inv R
Sell Thru R %	Sales R / (BOP R + Receipts R)
Stock to Sales Ratio R	BOP R / Sales R
Wp var to LY %	(Wp - Ly) / abs(Ly)
Fulfillment
Pickup In Store R	Direct Channel: (Sales R * BOPIS %) * -1 Brick & Mortar: Sales R (of Direct Channel) * BOPIS %	Buy Online Pickup in Store % (BOPIS %)
Ship to Customer R	Direct Channel: Sales R (of B&M Channel) * BSSC % Brick & Mortar: (Sales R * BSSC %) * -1	Buy in Store Ship to Customer % (BSSC %)
Buy Online Return In Store R (BORIS R)	Round(Return R (of Direct Channel) / BORO %) - Return R (of Direct Channel)	Buy Online Return Online % (BORO %)
Return Back to Online R	Direct Channel: BORIS R * % BORIS back to Warehouse Brick & Mortar: (BORIS Return R * % BORIS back to Warehouse) * -1
Restocking Cost R	Direct Channel: (Return U * Warehouse Restocking $/U) + (Return Back to Online U * Store to Warehouse Restocking $/U) Brick & Mortar: (Return U + Return Back to Online U) * Store to Warehouse Restocking $/U