Where should I start?

where should i start? use this page if you are a new pricing manager deciding whether to begin with the dashboard, investigate proposed prices, or review the rules behind them where should i start? should i begin with the category level picture, investigate a proposed price, or inspect the rules behind it? start with the option that matches the question you need answered now for most first time users, begin with yieldigo platform documentation hub docid\ p0rrr5rq3qtsyycngkmuu , then follow the result into price reports docid\ cudlursgmvcrrubq3grud or price management docid\ rs0z8lfkdpage86wko0qc choose your first screen attribute dashboard overview price reports price management start here when you need orientation and a category level commercial summary you need to investigate products, categories, or zone specific price movements you need to review or manage pricing governance best first question what is the projected impact of the current price strategy, and what needs attention? which proposed prices differ materially from store prices? which price rules, price strategy, or exceptions produced this recommendation? typical scope category scope with optional product class, zone, brand, and supplier filters product or category lists, with filters and by zone analysis where needed category tree, product level diagnostics, and rule or strategy scope primary next action open an alert or move to price reports to investigate a result expand the product’s zone detail, then move to price management if the calculation needs explanation review projected impact before progressing to export review do not use first for editing rules or releasing price changes changing price rules or approving an outbound handoff a quick, first time commercial orientation a 30 minute first route spend the first 10 minutes in yieldigo platform documentation hub docid\ p0rrr5rq3qtsyycngkmuu select the relevant category in the category scope tree if your business uses different store groups, apply a zone filter before comparing cards review the current price strategy, projected profit, revenue, volume, margin, and competitor position indices open the alerts summary if a product or family needs review spend the next 10 minutes in price reports docid\ cudlursgmvcrrubq3grud use product list to find products with material difference, an alert, or a relevant price change switch to by zone when a product can have different prices across store groups expand one or two representative products to see the applied price rules, price change reasons, and price history spend the final 10 minutes in price management docid\ rs0z8lfkdpage86wko0qc review the price settings and pricing strategy that apply to the category use prices for one product you investigated in price reports and inspect the calculation path do not change a price rule or create a manual price until you understand the intended commercial objective and scope learn the minimum pricing language before interpreting a recommendation, distinguish these four ideas new price — the price the platform is proposing based on the current optimization run not yet exported current price — the price currently in stores (last exported/effective) difference — the percentage delta between current price and new price export — the outbound handoff of price changes to store systems, erp, or downstream integrations standard export = regular prices; post promo export = tail after a promotion a product can have different new price and current price by zone a zone is a store group with its own pricing (e g by region or channel) keep the same category and zone filters when moving between dashboard overview and price reports so that you compare like with like when dashboard overview wins use it for orientation and prioritization open yieldigo platform documentation hub docid\ p0rrr5rq3qtsyycngkmuu first when you do not yet know which product needs attention it compares store prices with the current price strategy and available alternative scenarios at the selected category scope start with these checks set the category scope, starting at top level only if you need a root level view apply zone, product class, brand, or supplier filters before comparing scenario cards look at alerts summary before treating projected results as ready for action use families summary to understand how much of the assortment is governed through family pricing move next to price reports when an alert, scenario delta, or competitor position index gives you a product level question when price reports wins use it to validate a proposed price open price reports docid\ cudlursgmvcrrubq3grud when you need evidence for a specific recommendation product list shows new price, current price, difference, margin, cost, promo price, and competitor or reference measures together use this route filter for an alert or price change rather than scanning the entire assortment review difference to identify material movement between current price and new price switch to by zone when the same product may have materially different commercial positions across store groups expand product regular prices for the applied price rules, new price impact, competitor prices, and price history move next to price management if you need to know why the optimization algorithm selected the recommendation or whether a governing control needs review when price management wins use it to understand controls, not as your default landing page open price management docid\ rs0z8lfkdpage86wko0qc when your question is about governance applicable price rules, price strategy scope, locked products, product architecture, or the calculation path for a new price use prices to compare current and new regular prices by zone and inspect how optimization, product architecture, rounding, and price rule limits produced the proposed price when multiple rules apply, the new price is computed inside the intersection of all rule constraints if rules do not overlap, the highest priority rule wins and the new price is chosen as close as possible to the others review before changing anything whether the price rule applies at the intended category, product class, brand, or zone scope whether the product is a locked product or has a manual price whether product architecture is enabled, because it overrides generic price rules when enabled the impact overview for the expected effect of current new prices before export review what comes after the first 30 minutes? use exports docid\ ayu6zunb35nqkubun3bpf only when you are ready to review a governed outbound handoff an export is not a place to discover what the recommendation means; it is where you validate a time bound release, required data, row limits, and proposed price changes before release before progressing to export review, confirm that you can explain the difference between current price and new price, the relevant zone scope, the applicable price rules, and any unresolved alerts common pitfalls comparing scenario cards with different zone or category filters, which makes their commercial metrics non comparable treating a new price as effective in stores; it is not yet exported investigating an assortment wide total in price reports without filtering for an alert or price change first changing a price rule before checking whether product architecture, a locked product, or a manual price is affecting the result opening exports docid\ ayu6zunb35nqkubun3bpf to diagnose a price recommendation instead of first reviewing its product and governance detail