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5. Variables

Variables are the organisation-wide settings behind the SWOT lists. Rest the pointer on the ⓘ beside each for a reminder of what it does.

VariableWhat it does
Display
Date Format in SWOT ResultsThe company-wide date format used in SWOT results.
Traffic light sensitivity (default)The starting Sensitivity for traffic lights in Dynamic Reports. Each person can still move their own slider.
When a customer counts as stopped
Minimum Customer PurchasesHow many times a product must have been bought before stopping counts.
Ideal Target DaysThe ideal time between a customer's repeat purchases.
MultiplierMultiplier × Ideal Target Days is the gap that triggers a stop.
Minimum Missed DaysThe shortest gap before a loss is reported.
Maximum Missed DaysThe longest gap still reported — older losses drop off the list.
Minimum Missed ValueThe smallest lost value worth reporting.
Groups and opportunities
Group minimum purchasesHow often a group must buy before group calculations apply.
Minimum Group Percentage TriggerThe share of a group that must buy something before it is flagged as an opportunity for the rest.
Top PercentageThe cut-off used when reporting top customers and products.
Max Customer Opportunities ShownThe most opportunities listed, based on similar customers.
Max Product Opportunities ShownThe most opportunities listed, based on similar products.
The Variables page: a list of settings, each with an information icon and an input or drop-down, one tooltip explaining that the Multiplier times the Ideal time gives the minimum stop trigger.
Variables. Every setting has a tooltip; the Multiplier's is shown here.
Change one at a time

Variables affect every user's SWOT lists at once. Change one, look at what moved on the lists, then decide on the next — changing several together makes the effect of each impossible to see.