Why revenue and margin moved between two periods: more units, a different mix, or different prices.
Sales by line
Works with Shopify, Square, QuickBooks and POS sales exports, or any sheet with a date, product, quantity and revenue (or unit price) on each row. Add cost for the margin bridge.
Price, Volume & Mix: Why did my sales change?
Why revenue and margin moved between two periods, item by item. You need sales with product, quantity and revenue. Drop it in and the answer appears in your browser with no account, no setup and nothing uploaded. Download the result as a PDF report or an Excel workbook to send on.
Upload sales lines with a date, a product, a quantity and revenue (or a unit price) and pick two periods: months, quarters, years or trailing twelve months. The change in revenue is split into volume (more or fewer units at last period’s prices and mix), mix (units moving between products), and price (each product’s price change on what sold this period). Products sold in only one of the periods are shown as new or lost, so the pieces add up to the total change exactly. With a cost column, the same bridge is built for gross margin, with a unit cost effect.
How to run it
Upload a sales export with a date, product, quantity and revenue or unit price on each row.
Choose how to compare (month, quarter, year or trailing twelve months) and the two periods.
Read the bridge, pick what to split mix by (product, category, region or customer), and download the workbook.
Frequently asked questions
How is the mix effect calculated?
Mix measures units moving between products at last period’s prices. For each product it is the change between its actual units and the units it would have sold at its old share of the total, times its old price. A shift toward higher-priced products gives a positive mix effect even when total units and prices are unchanged.
Do price, volume and mix add up to the total change?
Yes. Volume uses total units at the base period’s average price and mix, mix uses each product’s base price, and price uses this period’s units, so the three add to the change on products sold in both periods. New and lost products are shown separately, so every dollar of the change is accounted for.
What if my products are measured in different units?
Price and the new and lost effects are unaffected. Volume and mix add units across products, so they are easiest to read when the units are alike. Splitting the mix by category can help when units differ a lot.
Can it compare against a budget instead of last year?
This page compares two periods in one file. For budget against actual by account, use the Budget vs Actual model.
