1. Retail Analytics
  2. Get started
Get started

Get Retail Analytics running in four steps.

Set up a bounded retail measurement cycle and review its first result.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Retail Analytics. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Retail Analytics in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create the ERP.AI account for the people who own measurement, analysis and independent review. Use Proto to configure Retail Analytics for the selected organization and measured property.

Prepare the first operating cycle

Choose a completed store period and agree the session and conversion definitions. Supply the source identity, consent basis, captured coverage window and a small set of basket facts. Name the Measurement Owner, Data Steward, Retail Analyst and Independent Reviewer. See the implementation phases.

Review before release

Inspect the result’s numerator, denominator, period and source row count. Check a linked run when present. Have the reviewer decide the exact snapshot revision and record a reason for any return. Assign unresolved source or result exceptions before the owner publishes the snapshot. Follow the review process.

Set up Retail Analytics your way.

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

How to get started