Analyse a trading program

After creating your trading programs and corresponding program lines for a given trading partner, it is possible to analyse a trading programs' earnings by week.

Simply click on Browse at the top of your page and then on Trading Partner (e.g. suppliers) in the drop-down menu. This will take you to a page containing a list of your trading partners.

Selecting a trading partner from this list will trigger a display panel to appear from the right of your screen. This panel contains a list of trading programs that have been created for your selected trading partner.

Select a trading program from this list and then click the View button above. You will notice that there is an Analysis tab available to you near the top of the page.

Click on this tab and you will be taken to a new page where you will be able to analyse the trading program created for your chosen trading partner (see screenshot provided below).

Please note — this will be available to all users who have view and / or edit access to the program lines page for the selected trading partner.

This page shows a graph of the total earnings for the selected trading program by week, where you can choose up to two additional trading programs to compare with.

Clicking on the Analyse trading program button in the top right-hand corner of the page will take you to a pre-filtered version of the program line earnings report that applies to the trading program as a whole.

You will notice that there is a single panel for each of the trading program's program lines, showing a summary of that program line's settings, it’s transactions and the associated earnings.

Furthermore, if you click the Analyse button to the right of the panel, you will be able to view a pre-filtered version of the program line earnings report that applies to that specific program line.