-2.png?height=120&name=EDITED%20Logo%20Dark%20-%20Color%20(1)-2.png)
How to Navigate to Product Badges
Product Badges consist of two different types of badging analysis, Insight and Action Badges.
- Insight Badges is an analysis tool designed to streamline decision-making by surfacing a list of products to take action on based on their fulfillment of specific set criteria, such as Best Sellers.
- Action Badges surface a list of products that are candidates for a specific action, such as an increase in price.
To begin creating analysis within Product Badges,
- Select Opportunities from the left-hand navigation panel.
- Click Product Badges.
- Click Insight or Action Badges.
Once you have selected either Action or Insight Badges, you will be taken to a default landing page with default badges created by EDITED, based on retail industry best practices. Below is an example of the Insight Badge landing page.
When you click and select a badge, you will be taken to a table view with further details on the products that meet the badge criteria.
How to Use Analysis Controls in Product Badges
Landing Page
You can move the order of Insight Badges to a higher or lower position on the landing page by clicking the drag-and-drop icon at the top left-hand corner of every badge.
Every badge includes top-level metrics and product-level details, which, by default, are the number of products and their inventory value. These can be changed.
To change the product level, click Settings.
Change the product level to Parent Products or Options via the dropdown.
- Options allow you to see the number of items at a color or pattern level.
- Parent Products aggregates the information of all color/pattern options within a style.
Change the metric by clicking the arrow next to the metric.
The dropdown menu allows you to select a new metric to include in your badge overview, e.g., changing the metric from Inventory Value to Stock Units.
These metrics and metric names may be different based on your business's naming conventions and the data that your business is passing on to EDITED.
These metrics and metric names may be different based on your business's naming conventions and the data that your business is passing on to EDITED.
Hover over the information icon to show the criteria applied to Insight Badges. For example, the Best Seller Badge has the criteria of only including products that, when compared to their peers, fall into the 80th percentile or above for units sold.
Hovering over the information icon on an Action Badge will show the criteria applied. In the case of Action Badges, products must hit the criteria of one or multiple insight badges, e.g., Best Seller, to be included as a product for action within an Action Badge.
How to Add Additional Metrics and Fields
Once you have clicked on a badge from the landing page. You will see a table or grid with details on the products within the badge. Use the Edit Grid functionality to add metrics or fields within either an Insight or Action badge.
- Click Edit Grid.
- Click Add metric/field.
- Use the search bar to add additional metrics or fields needed in your analysis, e.g., Stock Units. Any selected metrics will then appear in the right-hand column.
- Click Add.
- Apply to save the changes and/or additions.
- Using the drag-and-drop icon, you can organize the order in which the metrics or fields appear in your table view.
- Click Apply.
You can also add a field or metric by hovering over the right-hand side of any column in the table.
- Click the arrow.
- Select Insert New Field/Metric and select and add the metric or fields of choice.
How to Add Comparisons
Add columns with comparison timeframes to track positive and negative changes to metrics over time. You can add these comparisons in bulk or individually.
To add a timeframe comparison to all metrics in bulk:
- Click Edit Grid.
- Select the Compares dropdown.
- Click the + next to the comparison timeframe required.
- Click Apply to save the timeframe comparison changes.
To add a timeframe comparison to individual metrics:
- Click the arrow next to the metric.
- Select the timeframe comparison; this will then move to the right-hand column.
- Click Insert X Columns to add this time comparison.
- Click Apply to save the timeframe comparison changes.
How to Add Filters in Product Badges
You can add filters to your analysis to refine the list of products on which to take action within Insight or Action Badges.
- Click Edit Grid.
- Click Add Filter.
- Click the first dropdown to select a filter field or metric, e.g., Department.
- Click the second dropdown to select a rule, e.g., Is or Is Not
- Click the third text box to add the specific criteria of the filter that you want to apply, e.g., Dresses.
You can click the search button under the text box to get a predefined list of all the possible filter criteria you could apply. Once you have selected your criteria, ensure you click Add Selected.
- Click Add filter to save.
Additionally, you can add filters within the table itself by hovering over the right-hand side of any column header.
- Select the appropriate rule from the dropdown.
- Click the text box to type the specific criteria of the filter that you want to apply, e.g., Dresses.
- If you click on Advanced Filter, you will be taken back to the edit grid function.
How to Sort Columns in Product Badges
Sort the columns by ascending or descending within both Insight and Action Badges analysis.
- Hover over the right-hand side of the column header that you want to sort on.
- Click Sort Ascending or Sort Descending as required.
- Click Remove Sort to undo the sort on that column.
- Click Reset Sort to reset back to default.