Best month
2026-05 achieved the best margin at 35% and the strongest profit contribution.
Monthly analytics
Profit, service, forecast accuracy, and stockout pressure over time.
This page is the monthly operating lens. It shows what changed, where the model should pay attention, and which month deserves deeper explanation.
35%Latest margin
89%Latest service level
302Latest stockout boxes
95%Latest forecast accuracy
Weakest month
2024-11 was the weakest month on margin, which makes it the main candidate for post-mortem analysis.
Attention targets
SKU SAL-001, customer Walmart Supercentre GTA, and vendor Dutch Delta Seafoods are the clearest training targets.
Diagnosis summary
Automated interpretation of the latest month against the trailing baseline.
One-line readout
2026-05 looks weaker mainly because inventory pressure is the dominant pressure point, while margin is 35% and service is 89%.
Latest pressure points
Revenue delta +15k, OTIF 82%, and forecast accuracy 95%.
Interpretation guide
Use the ranked causes below to decide whether the next action should be procurement, vendor escalation, customer follow-up, or pricing review.
Boss summary
Copy this directly into a weekly update, Slack message, or management deck.
Executive brief
Executive summary for 2026-05: Revenue was $234k with a gross margin of 35%. OTIF was 82%, service level was 89%, and stockouts reached 302 boxes. Primary risk: Inventory pressure. Action: prioritize the top-ranked cause, compare against the trailing three-month baseline, and confirm whether procurement, vendor escalation, customer follow-up, or pricing changes are needed.
Headline
2026-05: margin 35%, OTIF 82%, service 89%.
Decision ask
Approve the operational fix for inventory pressure and confirm the owner.
Evidence to cite
Trailing three-month margin 35%, latest forecast accuracy 95%, overdue rate 2%.
Monthly diagnosis
Automatic explanation of what changed in the latest month versus the prior month.
Latest month delta
2026-05 vs prior month: revenue +15k, margin +0 pts, OTIF +0 pts, service -1 pts, stockouts +42.
Margin context
Trailing three-month average margin is 35% and service level is 90%, so the model should compare the latest month against that local baseline.
Likely causes
Latest SKU pressure: LOB-051. Latest customer risk: Loblaws GTA. Latest vendor issue: Dutch Delta Seafoods.
Root cause ranking
Sorted from strongest operational pressure to weakest.
1. Inventory pressure
Score127
Stockouts moved up and service is 89%.
2. Supplier quality
Score91
Dutch Delta Seafoods is the weakest vendor slice this month.
3. Customer churn
Score40
Loblaws GTA has the highest churn risk at 36%.
4. Cash collection
Score3
Overdue invoice rate is 2%, which can feed back into tighter credit and lower reorders.
5. Forecast drift
Score2
Forecast accuracy is 95% against a trailing margin of 35%.
Monthly revenue and stockout view
Revenue bars, stockout pressure, and service signals for each month.
2023-0635% margin
OTIF 83%Forecast 95%Cash $64k
2023-0735% margin
OTIF 82%Forecast 95%Cash $60k
2023-0835% margin
OTIF 82%Forecast 95%Cash $59k
2023-0935% margin
OTIF 82%Forecast 95%Cash $58k
2023-1034% margin
OTIF 83%Forecast 95%Cash $58k
2023-1135% margin
OTIF 83%Forecast 95%Cash $60k
2023-1235% margin
OTIF 83%Forecast 95%Cash $59k
2024-0135% margin
OTIF 83%Forecast 94%Cash $55k
2024-0234% margin
OTIF 83%Forecast 94%Cash $55k
2024-0335% margin
OTIF 83%Forecast 95%Cash $56k
2024-0435% margin
OTIF 83%Forecast 95%Cash $57k
2024-0535% margin
OTIF 83%Forecast 95%Cash $60k
2024-0635% margin
OTIF 83%Forecast 95%Cash $62k
2024-0735% margin
OTIF 83%Forecast 95%Cash $64k
2024-0835% margin
OTIF 83%Forecast 95%Cash $64k
2024-0934% margin
OTIF 83%Forecast 94%Cash $59k
2024-1034% margin
OTIF 83%Forecast 95%Cash $57k
2024-1134% margin
OTIF 82%Forecast 95%Cash $58k
2024-1234% margin
OTIF 82%Forecast 95%Cash $57k
2025-0134% margin
OTIF 83%Forecast 95%Cash $58k
2025-0235% margin
OTIF 83%Forecast 95%Cash $60k
2025-0335% margin
OTIF 83%Forecast 95%Cash $63k
2025-0435% margin
OTIF 83%Forecast 95%Cash $63k
2025-0535% margin
OTIF 84%Forecast 95%Cash $61k
2025-0635% margin
OTIF 84%Forecast 95%Cash $63k
2025-0735% margin
OTIF 83%Forecast 94%Cash $62k
2025-0835% margin
OTIF 83%Forecast 95%Cash $61k
2025-0935% margin
OTIF 83%Forecast 95%Cash $59k
2025-1035% margin
OTIF 83%Forecast 95%Cash $59k
2025-1135% margin
OTIF 83%Forecast 95%Cash $58k
2025-1234% margin
OTIF 83%Forecast 95%Cash $59k
2026-0134% margin
OTIF 83%Forecast 95%Cash $58k
2026-0234% margin
OTIF 83%Forecast 95%Cash $54k
2026-0335% margin
OTIF 82%Forecast 95%Cash $54k
2026-0435% margin
OTIF 82%Forecast 95%Cash $57k
2026-0535% margin
OTIF 82%Forecast 95%Cash $60k
Machine-readable summary
Use this as a compact explanation block for model outputs or analyst notes.
Diagnosis
The latest month should be interpreted against the trailing three-month baseline, with special attention to margin, service level, and stockout pressure rather than revenue alone.
Action priority
If stockouts rose while service fell, prioritize procurement and FEFO picking. If churn risk rose, review payment and repeat-order behavior. If supplier quality fell, tighten inbound inspection and vendor escalation.
What to feed the model
Latest month metrics, trailing three-month average, weakest SKU, riskiest customer, and weakest supplier.
Monthly operating scorecard
Use this table to compare months and spot regressions.
| Month | Revenue | Gross profit | Gross margin | Inventory turns | Avg days to sell | Overdue rate | Repeat rate | Churn risk customers |
|---|---|---|---|---|---|---|---|---|
| 2023-06 | $231k | $81k | 35% | 14.89 | 2 | 6% | 73% | 0 |
| 2023-07 | $246k | $86k | 35% | 15.73 | 2 | 6% | 72% | 0 |
| 2023-08 | $243k | $84k | 35% | 15.77 | 2 | 6% | 73% | 0 |
| 2023-09 | $234k | $82k | 35% | 15.15 | 2 | 6% | 74% | 0 |
| 2023-10 | $241k | $83k | 34% | 15.32 | 2 | 7% | 75% | 0 |
| 2023-11 | $229k | $79k | 35% | 14.58 | 2.1 | 7% | 76% | 0 |
| 2023-12 | $230k | $80k | 35% | 14.69 | 2.1 | 7% | 73% | 0 |
| 2024-01 | $226k | $78k | 35% | 14.38 | 2.2 | 8% | 72% | 0 |
| 2024-02 | $212k | $73k | 34% | 13.44 | 2.2 | 8% | 73% | 0 |
| 2024-03 | $226k | $78k | 35% | 14.34 | 2.2 | 1% | 74% | 0 |
| 2024-04 | $221k | $77k | 35% | 14.14 | 2.1 | 1% | 75% | 0 |
| 2024-05 | $235k | $82k | 35% | 14.96 | 2.1 | 2% | 73% | 0 |
| 2024-06 | $233k | $81k | 35% | 14.91 | 2 | 2% | 72% | 0 |
| 2024-07 | $243k | $84k | 35% | 15.67 | 2 | 2% | 73% | 0 |
| 2024-08 | $243k | $85k | 35% | 15.57 | 2 | 2% | 74% | 0 |
| 2024-09 | $233k | $81k | 34% | 14.97 | 2 | 3% | 73% | 0 |
| 2024-10 | $239k | $82k | 34% | 15.33 | 2 | 3% | 74% | 0 |
| 2024-11 | $223k | $76k | 34% | 14.3 | 2.1 | 3% | 75% | 0 |
| 2024-12 | $225k | $78k | 34% | 14.46 | 2.1 | 4% | 74% | 0 |
| 2025-01 | $225k | $77k | 34% | 14.2 | 2.2 | 4% | 73% | 0 |
| 2025-02 | $206k | $71k | 35% | 12.85 | 2.2 | 4% | 74% | 0 |
| 2025-03 | $229k | $80k | 35% | 14.28 | 2.2 | 5% | 73% | 0 |
| 2025-04 | $224k | $78k | 35% | 14.09 | 2.1 | 5% | 74% | 0 |
| 2025-05 | $238k | $83k | 35% | 15.04 | 2.1 | 5% | 73% | 0 |
| 2025-06 | $236k | $82k | 35% | 14.97 | 2 | 5% | 73% | 0 |
| 2025-07 | $243k | $85k | 35% | 15.66 | 2 | 6% | 72% | 0 |
| 2025-08 | $244k | $84k | 35% | 15.71 | 2 | 6% | 73% | 0 |
| 2025-09 | $234k | $81k | 35% | 15.16 | 2 | 6% | 74% | 0 |
| 2025-10 | $240k | $83k | 35% | 15.41 | 2 | 6% | 75% | 0 |
| 2025-11 | $229k | $79k | 35% | 14.52 | 2.1 | 7% | 74% | 0 |
| 2025-12 | $231k | $79k | 34% | 14.63 | 2.1 | 7% | 75% | 0 |
| 2026-01 | $226k | $78k | 34% | 14.32 | 2.2 | 7% | 72% | 0 |
| 2026-02 | $202k | $70k | 34% | 12.92 | 2.2 | 8% | 73% | 0 |
| 2026-03 | $224k | $78k | 35% | 14.27 | 2.2 | 1% | 74% | 0 |
| 2026-04 | $219k | $76k | 35% | 14.08 | 2.1 | 1% | 75% | 0 |
| 2026-05 | $234k | $82k | 35% | 14.99 | 2.1 | 2% | 74% | 0 |
What the AI should notice
Margin changes are not isolated. They move with service level, forecast error, customer retention pressure, and supplier quality.
What to investigate
Weak suppliers, stockout spikes, and overdue invoices should be cross-referenced before making procurement or pricing recommendations.
Model input priority
Use the latest month first, then compare against the trailing three months for seasonality and drift.