Onboarding

Retailer onboarding

Bring a retailer to the point where Ana can analyse their business.

Seven steps. Every step is interactive, deterministic and reversible.

Progress

Step 1 of 7 · Your business

Tell Ana who you are and how you trade.

This step

Your business

Ana knows your currency, calendar, markets and channels.

Reading

How ready this retailer is right now

Ana computes commercial readiness live from the mappings above.

Complete your business profile and connect your commercial data to begin assessing Commercial Readiness.

Start with the business profile so Ana knows your currency, calendar and markets.

Ana will grade five dimensions live — data completeness, mapping quality, KPI coverage, Decision Model coverage and intelligence coverage — as soon as there is something to grade.

What still needs attention

Diagnostics from onboarding

Business profile incomplete

Ana needs your organisation name, currency and calendar before she can begin.

blocker · profile · onb.profile.missing

No commercial data uploaded

Ana cannot read a business without data. Upload at least one dataset.

blocker · datasets · onb.datasets.none

Inventory Intelligence not yet available

Ana needs, at minimum, an SKU identifier, on-hand units and sales units to reason about inventory.

attention · validation · onb.area.inventory.missing

Forecast Intelligence not yet available

Ana needs sales units and revenue over time to project demand.

attention · validation · onb.area.forecast.missing

Margin Intelligence not yet available

Ana needs revenue and unit cost to reason about margin.

attention · validation · onb.area.margin.missing

Customer Intelligence not yet available

Ana needs a customer identifier to reason about customer behaviour.

attention · validation · onb.area.customer.missing

Supplier Intelligence not yet available

Ana needs purchase-order identifiers and lead times to reason about suppliers.

attention · validation · onb.area.supplier.missing

Merchandising Intelligence not yet available

Ana needs SKU-level sales to reason about merchandising.

attention · validation · onb.area.merchandising.missing

Readiness below publish threshold

Overall 0 of 100 (Limited). Data completeness 0; Mapping quality 0; KPI coverage 0; Decision Model coverage 0; Intelligence coverage 0.

blocker · readiness · onb.readiness.below_publish