ThreadCloud SOPs

For the ThreadCloud team only

◐ ThreadCloud SOPs

Financials

The financial roll-up surface. Cost, margin, brand scorecards, assortment composition — across orders, seasons, and the whole catalog.

When to use
Monthly close. Quarterly review. Anytime someone asks “what’s our gross margin on Brand X this year?”

Pages inside Financials

Sidebar → Financials gives you four sub-pages:

Overview

The top-level dashboard. Total committed dollars, total received dollars, total sold dollars, gross margin %, brand mix donut, category mix donut. Pivots by buying season (default = current).

Brand Scorecards

One row per brand. Columns:

  • Committed (this season)
  • Received
  • Sold
  • Sell-through %
  • Avg margin %
  • Markdown $
  • Net margin $

Sort by any column. Click a brand to drill into a per-style breakdown.

Assortment

Visual breakdown of what you’ve bought:

  • By category
  • By price point ($ buckets)
  • By brand
  • By country of origin
  • By fabric

Helps answer “is our assortment balanced or skewed?”

Seasons

Roll-up by buying season. One row per season showing total commitment, sell-through, margin. Compare side-by-side: PF2024 vs PF2025.

Data sources

SurfaceWhere the data comes from
Committed $ThreadCloud order line totals (qty × cost × FX-locked rate)
Received $Receiving event quantities × cost
Sold $Shopify Order Sync (synced every 6 hours, see Trading)
Markdown $Shopify discount data + manual markdown entries

Common patterns

Monthly margin check

End of month:

  1. Financials → Overview
  2. Filter to “last 30 days”
  3. Look at gross margin %
  4. Compare to your target (typically 50%+ for menswear)
  5. If off, drill into Brand Scorecards to find which brands pulled margin down

Brand performance review

Quarterly:

  1. Financials → Brand Scorecards, filtered to the season(s) under review
  2. Sort by Net margin $
  3. Identify top 3 (lean in next year) and bottom 3 (negotiate harder or drop)

Assortment audit

Annually:

  1. Financials → Assortment
  2. Compare your category mix to your target mix
  3. Identify gaps (e.g. underbought knitwear) and overweights (e.g. overbought suits)

Markdown tracking

Markdowns are tracked two ways:

  1. Automatic — Shopify Discounts that match TC-pushed products
  2. Manual entry — for store-floor markdowns that aren’t logged as discounts

To enter a manual markdown:

  1. Financials → Markdown → New Manual Markdown
  2. Enter the style, original price, marked-down price, units sold at markdown
  3. Save

Markdown dollars deduct from gross margin on the brand scorecard automatically.

Margin math

ThreadCloud computes margin as:

margin $ = retail sold − cost sold − markdowns
margin % = margin $ / retail sold

Where:

  • retail sold = units sold × actual sale price (after discounts)
  • cost sold = units sold × FX-locked cost
  • markdowns = sum of markdown adjustments

This is gross margin. It doesn’t deduct shipping, returns, or other operating costs — that’s a P&L concern, not ThreadCloud’s.

Export to spreadsheet

Every Financials view has an Export CSV button. Useful for:

  • Sharing with the accountant
  • Pasting into board decks
  • Custom analysis your accountant wants to do in Excel

Common mistakes

Treating committed as cost realized
Committed = ordered. Cost realized = received. If a $30K order is committed but only $20K has shipped, your true exposure is $20K. The Overview surfaces both — read both.

Comparing seasons without normalizing
A buying season that’s 6 weeks in versus one that’s done has very different sell-through. Use the date filter to compare like-for-like — e.g. “first 6 weeks of PF2024 vs first 6 weeks of PF2025”.

Ignoring FX impact
If the dollar strengthened mid-season, your locked-FX costs for early-season orders are unfavorable vs later-season orders. The FX-locked cost is the truth — but be aware of the timing effect when reviewing margins.

Next steps