> ## Documentation Index
> Fetch the complete documentation index at: https://betterdatainc.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Financial Planning

> COGS analysis, cost-to-serve, and profitability planning

# Financial Planning

Financial planning tools help you analyze costs, profitability, and optimize financial performance.

## Overview

Financial planning includes:

* **COGS Analysis**: Cost of goods sold analysis
* **Cost-to-Serve**: Calculate cost-to-serve metrics
* **Gross Profit**: Gross profit analysis
* **Inventory Holding Costs**: Carrying cost calculations
* **EOQ**: Economic order quantity optimization

## COGS Analysis

Analyze cost of goods sold to understand:

* **COGS by Product**: Cost of goods sold by product
* **COGS Trends**: COGS trends over time
* **COGS by Location**: COGS by location
* **COGS by Channel**: COGS by channel

### Viewing COGS Analysis

1. Navigate to **Decide** → **Financial Planning** → **COGS Analysis**
2. Select time range and filters
3. Review COGS metrics and trends
4. Use insights for pricing and planning decisions

## Cost-to-Serve

Calculate cost-to-serve metrics to understand:

* **Total Cost-to-Serve**: Total cost to serve customers
* **Cost by Channel**: Cost-to-serve by channel
* **Cost by Location**: Cost-to-serve by location
* **Cost by Product**: Cost-to-serve by product

### Viewing Cost-to-Serve

1. Navigate to **Decide** → **Financial Planning** → **Cost-to-Serve**
2. Select time range and filters
3. Review cost-to-serve metrics
4. Use insights for channel and location optimization

## Gross Profit

Analyze gross profit to understand:

* **Gross Profit by Product**: Gross profit by product
* **Gross Profit Margin**: Gross profit margin percentage
* **Gross Profit Trends**: Gross profit trends over time
* **Gross Profit by Channel**: Gross profit by channel

### Viewing Gross Profit

1. Navigate to **Decide** → **Financial Planning** → **Gross Profit**
2. Select time range and filters
3. Review gross profit metrics
4. Use insights for product and pricing decisions

## Inventory Holding Costs

Calculate inventory holding costs to understand:

* **Total Holding Costs**: Total cost of holding inventory
* **Holding Cost by Product**: Holding cost by product
* **Holding Cost by Location**: Holding cost by location
* **Holding Cost Trends**: Holding cost trends over time

### Viewing Holding Costs

1. Navigate to **Decide** → **Financial Planning** → **Inventory Holding Costs**
2. Select time range and filters
3. Review holding cost metrics
4. Use insights for inventory optimization

## Economic Order Quantity (EOQ)

Calculate optimal order quantities to minimize total costs:

* **EOQ by Product**: Optimal order quantity by product
* **Total Cost**: Total cost (ordering + holding)
* **Order Frequency**: Optimal order frequency

### Using EOQ

1. Navigate to **Decide** → **Financial Planning** → **EOQ**
2. Select products for EOQ calculation
3. Review optimal order quantities
4. Use for replenishment planning

## Common Workflows

### Analyzing Product Profitability

1. Navigate to **Decide** → **Financial Planning**
2. Review COGS and gross profit by product
3. Identify high and low profitability products
4. Adjust pricing or product mix

### Optimizing Channel Costs

1. Navigate to **Decide** → **Financial Planning** → **Cost-to-Serve**
2. Review cost-to-serve by channel
3. Identify high-cost channels
4. Optimize channel operations

### Planning Inventory Investment

1. Navigate to **Decide** → **Financial Planning** → **Inventory Holding Costs**
2. Review holding costs
3. Use EOQ to optimize order quantities
4. Balance holding costs with ordering costs

***

## Related Pages

* [Replenishment Planner](/decide/replenishment-planner)
* [Planning Recommendations](/decide/planning-recommendations)
* [Stock Analytics](/sense/stock-analytics)

***

## Permissions & Roles

<Tip>
  Financial planning features require `analytics.read` or `financial.read` permission. Some features may require additional permissions.
</Tip>