Method

From the decision on the table to the views that support it

Our method keeps pricing performance dashboards tied to the choices retail strategists must make—hold a list price, cut a promo, or investigate a SKU—rather than collecting every available measure.

Workshop table with category maps, price sheets, and facilitator notes

1. Frame the decision

We open with the planning question you must answer this quarter. That question sets the category scope and the few KPIs that will appear on the dashboard.

2. Intake and clean the story

Price lists, POS extracts, and promo calendars arrive messy. We document flags, gaps, and the base-price definitions your team actually uses on the floor.

3. Draft the performance view

You review a draft dashboard and printed one-pagers in a working session. We adjust layouts until category owners can explain a tile without a translator.

4. Handover and settle

Final handover includes a briefing, a short maintenance guide, and thirty days of clarifying support. After that, you own the rhythm.

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