Shelfkite · Operator workflow
From margin-risk review to a monthly estimate
Review current source data with your team, then use your own assumptions to explore an illustrative monthly exposure amount.
Step 1 · Review
Work through the manual checklist
Use current source data and your team’s operating thresholds to review each area. The checklist is a manual review aid: it does not set benchmarks or perform checks automatically.
- 01
Paid media spend
Compare spend with a recent, like-for-like period and review conversion volume, order value, contribution margin, and cost data.
- 02
Competitor pricing
Compare the same product, market, currency, pack size, shipping, and promotion. Record the source and observation time.
- 03
Inventory
Check on-hand units against sell-through, open orders, and confirmed inbound stock, including the SKU, location, and timestamp.
Open the margin-risk review checklist to see the full prompts and printable version.
Step 2 · Estimate
Enter your own monthly assumptions
After your review, decide which incidents to include. Enter your estimate of incidents per month and dollars at risk per incident in the estimator. The checklist does not send data to it; both values are entered by you.
Illustrative starting example
12 × $1,200 = $14,400 per month
The estimator multiplies estimated incidents per month by estimated dollars at risk per incident. These starting values are illustrative assumptions, not an industry benchmark. The result is not a forecast, realized loss, savings estimate, or guaranteed outcome.