Evaluating Trading Performance

  • Level: Intermediate
  • E-learning: 1.25 hours
  • Modules: 4
  • Quiz: Multiple choice
  • Certificate: Digital
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Course overview

The ability to evaluate the effectiveness of your trading efforts, decisions and actions is key in meeting the departmental targets that contribute to business goals. This series of four online modules focuses on the key performance indicators (KPIs) and reports that highlight risks and opportunities to prompt commercial decisions and actions for optimal trading performance.

In this course, you will learn how to:
  • Utilise different KPIs to evaluate weekly trading performance
  • Identify the different types of common trading reports and their uses
  • Determine a checklist of actions in response to best and worst line level performance
  • Relate department performance to department goals

Modules in more detail

  1. Evaluating weekly trade – how to analyse and evaluate key weekly trading performance measures
  2. Interpreting trading reports at department and category level – a guide to the most commonly used trading performance reports
  3. Interpreting trading performance at line level – a guide to the most commonly used reports used to manage best and worst sellers
  4. Weekly performance vs. strategic objectives – measuring in-season performance in the context of strategic objectives

Who is this course for?

  • Entry-level and intermediate buying, merchandising and planning roles responsible for, or involved in, preparing trading performance information and the subsequent review and actions

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