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Option insights report (beta)

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Written by Sara Jaffer
Updated over 2 weeks ago

Note: The report is currently in beta and may be updated with new features. If you have feedback, please let us know. Click here to view the feedback form.

The Option insights report is a premium feature.

Overview

The Option insights report shows sales performance by product and product options, where product options are variations such as size, color, or material.

Use the report to see which product options drive sales, so you can make smarter decisions regarding the options to carry forward, promote, expand or drop:

  • Size curve reporting
    Understand size demand patterns to make informed replenishment and assortment decisions

  • Balancing range breadth and depth
    Check if your assortment is too wide or too deep to focus your mix profitability

  • Planning product launches
    Spot top-performing variations to prioritize in your new collections

To access the Option insights report, go to Reports > Option insights using the left-hand side menu.

Using the Option insights report

Selecting an option set

On the top of the report, select the option set to report on. The menu only displays option sets which apply to the products included in the report, so applying any filters may limit the option sets you can choose from.

Selecting an option set changes the report columns to display option values within that set. For example, selecting “Size” may change the columns to “Small”, “Medium”, and “Large”, depending on your product catalog configuration.

Tip: Option sets often have a lot of values, especially if your assortment has grown and changed over time. When using the Option insights report, you may find it helpful to filter the report to display a subset of your catalog, such as filtering by category or brand. Doing so will reduce the number of option values displayed, making the report easier to read.

Report filters

The following filters are available on the Option insights report:

Filter

Description

Warehouse

Use the dropdown menu on the top left-hand side to filter by location.

Date range

You can choose to only include sales for a set period:

  • Yesterday

  • Last 7, 14, 30, 90, or 365 days

  • Last month

  • Last year

  • Week to date

  • Month to date

  • Year to date

  • Custom range

Product

Filter by product attributes, identifiers and metrics.

Option insights metrics

The following metrics are currently available on the report:

Metric

Description

Sales

The number of units sold for the selected period, less returns.

Sales%

The number of units sold less returns as a percentage of the total number of units sold for all variants of the product.

For example, if over the given period “Cotton T-Shirt” sold a total of 10 units, split into 7 “blue” sales and 3 “green” sales, the Sales % for each would be:

  • Blue: 70%

  • Green: 30%

Note that the percentage includes all other variations of each color, e.g. sales for all sizes of the green t-shirt are included in the figure.

Option insights charts

Clicking the chart icon next to each product name opens the chart page, which displays the report data for a product visually. Presenting the data in a chart makes it easier to compare variants and quickly spot outliers.

The charts can be configured using the settings on the right-hand side. The available settings are:

Setting

Description

Product

Select a different product.

You can only select products which match your current filters.

Metric

Choose whether the chart displays Sales or Sales %.

Option

Choose the option set.

Visualization

Choose the chart type, from column, bar or line.

Applications for the Option insights report

Size curve reporting

Size curve reporting is a useful application of the Option insights report that allows you to see what sizes are in demand.

If you choose “Size” as the reporting option set, you’ll see data showing you how demand is distributed across the sizes of each product. The report can highlight patterns in which sizes perform best and how performance varies across your product range.

Use the Option insights report for size curve reporting when planning future collections to avoid overstocking unpopular sizes and understocking bestsellers.

Balancing range breadth and depth

The Option insights report can help you see whether your range is too broad or too deep.

Your range breadth is how wide your assortment is, i.e. how many unique styles, colors, or product types you offer. Having too much breadth can mean you have many styles but shallow stock, risking selling out and adding complexity.

Your range depth is how deep you go within each option, i.e. how many units you have stocked for each variation. Having too much depth means you have fewer styles with heavier stock, risking overstocking if demand shifts.

The Option insights report helps you plan a more focused, profitable assortment by evaluating whether you’re offering too many variations with low sales, or not enough variations.

Planning product launches

You can use the Option insights report to guide new collections. By seeing which options sell best among related products, you can prioritize top-performing variations and avoid stocking options that underperform.

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