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Retail Analytics · Available now

Trace each retail result to its source and review.

Retail Analytics organizes retail measurement around a dated retail snapshots record. An owner relates the snapshot to an organization and a retail stores definition, records consent context, and collects basket facts for observed sessions and conversion events.

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  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewSnapshot lifecycle
Retail Analytics · Retail snapshots

Snapshot lifecycle

Retail snapshots in one list

New retail snapshot
Retail snapshots in view
6
Configured
2
Collecting
1
Validated
1
Configured2
Autumn footwear conversion reviewCedar & Loom Outfitters
190
03 Nov
Cart recovery campaign reviewBriarstone Beauty House
280
11 Oct
Add
Collecting1
Outerwear launch basket reviewMosaic Pantry Stores
860
24 Oct
Add
Validated1
Mobile checkout weekly reviewNorthmere Outdoor Supply
380
18 Oct
Add
Analyzed1
Weekend store pickup reviewNorthmere Outdoor Supply
150
29 Oct
Add
Published1
First purchase cohort reviewCedar & Loom Outfitters
870
01 Nov
Add
Autumn footwear conversion reviewRetail snapshots · RS-49397
Configured
Store date03 Nov
OrganizationCedar & Loom Outfitters
OwnerArun Desai
Revision190
Review revisionRS-49397 · Autumn footwear conversion review

Independent Reviewer decides the retail snapshots revision after checking evidence.

Waiting for Independent Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
17
Saved views
15
Roles with set permissions
6
Reports and dashboards
8
Features

Retail measurements with their working context

Every feature works on the same records. Pick one to see the screen your team works in.

Snapshot workspace

Follow a dated retail measurement from collection through review and publication.

  • Definition
  • Collection
  • Review
  • Retail snapshots
  • Retail stores
  • Organizations
  • People
  • State history
  • Review decisions
Explore snapshot workspace
OverviewPublished snapshots
Retail Analytics · Snapshot workspace

Published snapshots

Retail snapshots

New
NumberNameStore dateConversion countSession countStatus
RS-57561Autumn footwear conversion review19 Oct92Published
RS-92908Outerwear launch basket review26 Oct3622Published
RS-42141Mobile checkout weekly review18 Oct104Published
RS-67894Weekend store pickup review03 Nov2311Published
RS-61205First purchase cohort review30 Oct2515Published
6 of 6 records
Autumn footwear conversion reviewRetail snapshots · RS-57561
Published
Store date19 Oct
Conversion count9
Session count2
Example screen with sample data
Process

From consented events to a reviewed result

Observation to reviewed retail result ships ready to use. One step needs a named approval before the work moves on: Review revision (Independent Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Configure measurement

    Choose the dated store scope and source identity.

    Autumn footwear conversion reviewRS-49397 · Measurement Owner
    Configure measurementBy Measurement Owner

  2. Collect basket facts

    Gather consented session and conversion observations.

    Autumn footwear conversion reviewRS-49397 · Measurement Owner
    Collect basket factsBy Measurement Owner

  3. Validate evidence

    Check captured coverage and supporting documents.

    Autumn footwear conversion reviewRS-49397 · Independent Reviewer
    Validate evidenceBy Independent Reviewer

  4. Review revision

    Record an independent decision on the current revision.

    Autumn footwear conversion reviewRS-49397 · Independent Reviewer
    Review revisionBy Independent Reviewer
    ApprovalIndependent Reviewer decides the retail snapshots revision after checking evidence.

  5. Record result

    Check and record a value with its definition, period and source scope.

    Autumn footwear conversion reviewRS-49397 · Retail Analyst
    Record resultBy Retail Analyst

  6. Publish and follow up

    Release the reviewed snapshot and assign exceptions.

    Autumn footwear conversion reviewRS-49397 · Measurement Owner
    Publish and follow upBy Measurement Owner

Start with Collection to review

Inside a record

Source windows and mappings beside the reading

Open any retail snapshot to see its basket facts, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Store date, Organization, Owner and Revision.

  2. 2
    Basket facts

    Each line is linked to this retail snapshot.

  3. 3
    Who works on it

    Measurement Owner, Retail Analyst and Independent Reviewer, each with their own permissions.

  4. 4
    Process stages

    Configure measurement and Capture source window, with the role that acts.

  5. 5
    Approvals

    Review revision, with who decides.

Snapshot lifecycleAutumn footwear conversion review
Retail Analytics · Retail snapshots

Autumn footwear conversion review

Cedar & Loom Outfitters · Configured

Log activity
1
Record details
Store date03 Nov
OrganizationCedar & Loom Outfitters
OwnerArun Desai
Revision190
2
Basket facts

Autumn footwear conversion review

IdParentObserved on
SRC-2026-1041Mobile checkout weekly review14 Oct
ACT-2026-1042Mobile checkout weekly review30 Oct
RUN-2026-1043Autumn footwear conversion review26 Oct
Basket facts
6
Total session count
131
3

Who works on it

  • Measurement OwnerManage retail snapshots, basket facts
  • Retail AnalystManage basket facts, metric observations, metric definitions…
  • Independent ReviewerManage review decisions, evidence documents
4

Process stages

  • Configure measurementMeasurement Owner, Data Steward
  • Capture source windowData Steward
5

Approvals

  • Review revisionIndependent Reviewer
    Approved
Example screen with sample data
Approvals

A decision on the exact snapshot revision

OverviewApprovals
Retail Analytics · Overview

Approvals

Signed in as Independent Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • MD-79601SRC-2026-1041
    Checkout conversion rateRequested by Jonas Reed
    Sum2dActions
  • MD-89722ACT-2026-1042
    Average basket valueRequested by Elena Ibarra
    Count distinct4dActions
  • MD-19762RUN-2026-1043
    Store pickup completion rateRequested by Elena Ibarra
    Ratio of sums2dActions
  • MD-56734MET-2026-1044
    Consented shopper shareRequested by Mateo Quinn
    Last as of3dActions

Who approves what

DecisionApprover
Review revisionRecord an independent decision on the current revision.Independent Reviewer
Approve review decisionsIndependent Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Retail Analytics to the work that is theirs. Pick a role to see what it starts with.

Measurement Owner

Owns the dated retail snapshot and its collection scope.

This is the first screen this role sees.

OverviewSnapshot lifecycle

Snapshot lifecycle

Retail snapshots · Measurement Owner

Configured2
Autumn footwear conversion reviewCedar & Loom Outfitters
190
03 Nov
Cart recovery campaign reviewBriarstone Beauty House
280
11 Oct
Add
Collecting1
Outerwear launch basket reviewMosaic Pantry Stores
860
24 Oct
Add
Validated1
Mobile checkout weekly reviewNorthmere Outdoor Supply
380
18 Oct
Add
Analyzed1
Weekend store pickup reviewNorthmere Outdoor Supply
150
29 Oct
Add
Published1
First purchase cohort reviewCedar & Loom Outfitters
870
01 Nov
Add
Example screen with sample data

Roles and permissions

Reports

Conversion, coverage and exception questions

Read conversion, source coverage, review outcomes and overdue action questions.

Overview
Retail Analytics · Overview

Retail Analytics dashboard

This quarter

Source snapshots in view
6
Fresh
2
Stale
2
Failed
2

Retail snapshots by status

How far records got this quarter

StageReachedStep
Configured37
Collecting1849%
Validated1267%
Analyzed650%

Revision by status

Sample totals per stage

10.0k0
7.0kConfigured
4.0kCollecting
7.0kValidated
9.0kAnalyzed
10.0kPublished
Example screen with sample data
  1. 01Basket conversion by snapshot

    Compare accepted basket conversion counts with session counts for each dated retail snapshot.

  2. 02Store exposure by definition

    Show exposure recorded on snapshots grouped by their retail store definition.

  3. 03Snapshot lifecycle mix

    Count snapshots by organization, store date and lifecycle status.

  4. 04Metric result windows

    Compare calculated values, numerators, denominators and source row counts across metric definitions and periods.

  5. 05Review outcomes by revision

    Show each reviewer decision, reason and date beside its source revision.

  6. 06Source freshness and coverage

    List capture dates, coverage windows and freshness status for sourced snapshots.

  7. 07Follow-up due dates

    Show open and in-progress actions by assigned person and due date.

  8. 08Operation exceptions

    Trace failed or reconciliation-required runs to their numbered steps and source snapshot.

All reports and dashboards

Who it's for

Fit the retail measurement cycle

See how Retail Analytics fits your kind of team.

Store groups

Compare dated conversion measurements across a retail organization.

Online retail

Review consented session and conversion facts for a web retail property.

Retail operations teams

Turn reviewed measurement exceptions into assigned work.

Controls

Keep revision and operation history visible

Each stage of observation to reviewed retail result names the role that acts and the status it records, so a change is never anonymous.

OverviewObservation to reviewed retail result
Retail Analytics · Process

Observation to reviewed retail result

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
5
Tables touched
13
Validate evidence
Independent Reviewer, Measurement Owner
StatusCollecting → Validated
RecordsEvidence documents
Define metricApproval
Independent Reviewer, Retail Analyst
StatusDraft → Approved
RecordsMetric definitions
Publish and follow up
Measurement Owner, Operations Lead
StatusAnalyzed → Published
Observation to reviewed retail result
  1. Start
    Validate evidenceCollecting → Validated
    Evidence documents
  2. Approval
    Review revisionIndependent Reviewer, Measurement Owner
    Retail snapshots
  3. Approval
    Define metricDraft → Approved
    Metric definitions
  4. Step
    Publish and follow upAnalyzed → Published
    Measurement Owner
Example screen with sample data

See each stage in detail

AI agent

Prepare the next review with Proto

Use Proto to prepare retail measurement work for a named human decision.

It can

  • Measurement Owner: Prepare a dated snapshot with its organization, store definition and consent basis for review.
  • Retail Analyst: Compare accepted basket facts, source coverage and the component values behind a metric result.
  • Independent Reviewer: Summarize the evidence and source revision before the reviewer records a decision.
  • Operations Lead: List open follow-up actions by assignee and due date, with their source snapshots.

Stays with a person

  • Proto can prepare context and suggest the next record to inspect.
  • A named person approves a metric definition, decides a snapshot revision and closes corrective work.
  • Source connections, credentials and publication destinations are set up for the customer's environment.
  • The team checks the operation trace and source evidence before treating a result as reviewed.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Retail Analytics
  • Retail event source
  • Source capture
  • Publication destination
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 17 tables
17tables
  • Snapshot workspace6
  • Basket facts5
  • Source capture5
  • Metric definitions5
  • Review and evidence6
  • Results and provenance6
  • Follow-up actions6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set measurement scope

    Choose an organization, measured property, store definition and completed reporting period. Agree consent basis and source identity.

  2. Prepare inputs

    Record the source mapping and capture window, then collect a bounded set of basket facts under the dated snapshot.

  3. Review the rule

    Draft the metric definition, work a normal and zero-denominator example, and have the Independent Reviewer decide the rule.

  4. Rehearse a case

    Check the observation, result and operation trace. Return one snapshot revision for correction and approve the corrected revision.

  5. Run follow-up

    Assign a stale-source or result exception with a due date; close it only after the source and review outcome are clear.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Retail Analytics.

All questions
How do I get started?

Click Get started, then use Proto to configure Retail Analytics for your business. Pilot one measured property, one completed period, a consented basket-fact scope and a reviewer decision before expanding.

What does the snapshot represent?

It is a dated measurement linked to an organization, a store definition and an owner. Its source identity and revision help the team inspect the exact case behind a result.

How are basket facts reviewed?

The analyst can inspect pending, accepted and rejected facts under their parent snapshot. Source references, observed dates and consent basis help explain each fact.

Can a reviewer return a measurement?

Yes. A review decision can be returned with a reason and tied to a specific snapshot revision. The owner can address the issue and present a revised case.

How do we understand a conversion result?

Open its metric definition, period, numerator, denominator, row count and linked run. Read the source window before comparing it with another period.

What happens when a source is stale?

The source capture records freshness and coverage. Assign a follow-up action to check the capture and the affected observation or result.

Can we compare different stores?

Use store definitions and the same approved metric interpretation for the periods being compared. Check effective dates and source mappings when event meaning changes.

Who decides publication?

The Measurement Owner handles the snapshot lifecycle after an Independent Reviewer records the decision for its exact revision.

Where do upstream events come from?

Connect the retailer's event source during implementation. Keep stable source references, coverage and consent context with the resulting facts.

Set up Retail Analytics your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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