This recommended Dashboard view helps General Merchandise clients create a compelling, data-rich Category Review. With easy-to-interpret visuals, you'll uncover pricing strategies, promotional frequency, and share of voice across retailers and brands over a selected time period.
💬 Need help customizing this view? Reach out to your Numerator team or use our Live Chat.
Step 1: Create and Save the Search
To get started, build a Promo Search that captures category promotions over a 1-month to 1-quarter time period. In the General Merchandise vertical, it is recommended to establish alignment with retail partners on reporting objectives and data standards to facilitate effective and collaborative category reviews.
Choose a Category relevant to the review.
Select Retailers and optionally filter by Media Type (Print, Digital, etc.).
Define a Date Range suitable for your review goals.
If using Digital Media Types:
Be sure to include the event definition for unique digital promotions by week. This ensures your dashboard reflects unique promotions and avoids duplicate impressions across weekly intervals.
Step 2: Create the Dashboard
Use your Saved Search to create the Dashboard.
Add the reports listed below by clicking Add a Widget.
Adding the reports in this order will put the last report in this list as the first report in the Dashboard.
Note that you can add any additional reports or remove any recommended reports based on your needs.
After adding the reports, use the additional filters within the Dashboard to further filter the results without changing the Promo Search.
Business Questions Answered by Report
Report Name | Business Questions Answered and Report Nuances |
1. Product Drivers Report (Pre-set Widget) | Did promotional activity at the brand/category level affect sales & What Brands drove promotional volume in the category during the selected period? |
2. Retailer Drivers Report (Pre-set Widget) | Did promotional activity at the Retailer/Channel level affect sales? Which Retailers/Channels drove category sales and traffic? |
3. Retailer Share of Voice (Dynamic Summary) | What is each retailer’s share of voice (SOV) within the category & Who is leading or trailing in promotional presence? |
4. Brand Share of Voice (Dynamic Summary) | Which brands dominated promotions during the selected time period & How fragmented or consolidated is brand activity? |
5. Ad Blocks by Retailer & Month (Dynamic Summary) | How consistent was each retailer in supporting the category across the time period & Were there spikes in activity? |
6. Ad Blocks by Brand & Month (Dynamic Summary) | Which brands maintained strong promotional presence throughout the time frame & Who gained or lost visibility month-over-month? |
7. Attribute Drivers Report by Media Type (Pre-set widget) | Did promotional activity at the attribute level affect sales & Which attributes drove category sales and traffic? |
8. Pricing Grid (Dynamic Summary) | What were the average regular and net prices by brand? Are there pricing gaps or competitive advantages in the market? |
Recommended Report
1. Product Drivers Report (Pre-set Widget)
From within the Dashboard - select Add Widgets, Promotion Drivers, Product Drivers, Select Product drivers, View by Category & period by Year Ago.
From the site, select Reports at the top, Analysis Reports, Promotion Drivers, Select Product drivers by Category, and click the Pin Icon to add to the Dashboard.
2. Retailer Drivers Report (Pre-set Widget)
From within the Dashboard - select Add Widgets, Promotion Drivers, Retailer Drivers, Select Retailer Drivers, View by Retailer & period by Year Ago.
From the site, select Reports at the top, Analysis Reports, Promotion Drivers, Select Retailer drivers by Retailer, and click the Pin Icon to add to the Dashboard.
3. Retailer Share of Voice (Dynamic Summary)
Fields Menu:
Rows Box: Retailer
Value Box: Distinct Count of Ad Blocks
Charts - Pie
Click the Pin Icon to add to the Dashboard.
4. Brand Share of Voice (Dynamic Summary)
Fields Menu:
Rows Box: Brand
Value Box: Distinct Count of Ad Blocks
Charts - Pie
Click the Pin Icon to add to the Dashboard.
5. Ad Blocks by Retailer & Month (Dynamic Summary)
Fields Menu:
Rows Box: Month of Year
Columns Box: Retailer, Values
Value Box: Distinct Count of Ad Blocks
Charts - Stacked Column
Click the Pin Icon to add to the Dashboard.
6. Ad Blocks by Brand & Month (Dynamic Summary)
Fields Menu:
Rows Box: Month of Year
Columns Box: Values, Brand
Value Box: Distinct Count of Ad Blocks
Charts - Stacked Column
Click the Pin Icon to add to the Dashboard.
7. Attribute Drivers Report by Media Type (Pre-set widget)
From within the Dashboard - select Add Widgets, Promotion Drivers, Attribute Drivers Report, Select Attribute Drivers, View by Media Type & period by Year Ago.
From the site, select Reports at the top, Analysis Reports, Promotion Drivers, Select Attribute Drivers by Media Type, and click the Pin Icon to add to the Dashboard.
8. Pricing Grid (Dynamic Summary)
Fields Menu:
Rows Box: Brand
Value Box: Distinct Count of Ad Blocks, Avg Regular Unit Price, Avg Net Unit Price
Click the Pin Icon to add to the Dashboard.
PRO TIP!
Pin this Dashboard to your Search View to quickly access this data. You can also make this Dashboard the first report you see when opening Promotions Intel.
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Last Updated: 23/4/2025