What a brief contains
The brief is where the discipline lives. It names the audience, the grain of the dataset, what every column means, which columns are flows and which are positions, the formulas, the thresholds that define a finding, and the order of the page. Because the definitions are written down, the executive can challenge a ranking and the analyst can change one threshold and rerun.
Grain and horizon
One row per what, over which window, and which part of the window is complete.
Column meanings
Dollars or units, flow or position, code or name. Never leave the model to guess.
Findings
Numeric rules for white space, over-space, exceptions, idle capacity. Each finding carries its evidence in one line.
Page structure
Executive summary, scorecard, tables, findings with actions, data notes stating exclusions.
A sample, with illustrative figures
The shape of a generated page. Figures are illustrative, not from a client.
Clothing assortment white space, prior year base
- The division sold $24M, up 11% on the prior year, at 68% gross margin and 15% markdown; the current year through period seven is up 11% and at 101% of plan.
- Fleece is half the division and grew 29%; its stock share is six points below its sales share in the three largest regions, which is the strongest white space.
- The value tee class is flat with 40% markdown and stock share four points above sales share: the clearest over-space.
- Receipts ran at 126% of sales and December closed at the highest month-end of the year.
- Twelve white-space and ten over-space positions are ranked below with the evidence for each.
2.4turns on average stock
12white-space positions
10over-space positions
3classes excluded, stated in notes
Datasets built for the engine
A dataset for the engine is a governed view sized so the whole result fits one call: a merch plan cube by class and region, a SKU extract for size analysis, DC flow by day, store lanes by day, and a week of sales audit aggregated to store, day, terminal, cashier and exception. Line-grain sources get a week-scoped wrapper rather than a raw dump.
- Names, not codes, joined in the view
- Full base year plus the partial current year, stated
- End-of-month positions flagged so they are never summed
- Web order sites excluded from ticket rates