Product mix shift

Each family’s share of revenue against the prior period, and the margin effect of the shift.

Why it matters

Mix decides margin as surely as price. A shift toward lower-margin families can meet the revenue plan and miss the margin plan at the same time.

Act when

A shift of x points or more in key lines

Thresholds are set per business; the ones written as x and y are placeholders your team fills in.

What it may signal

Preference drift, obsolete SKUs.

What to do

The templates that respond when this metric moves.

How it’s defined

Formula
sum('Net revenue', group_by='Family') / sum('Net revenue')
Required context
Invoice lines
Dimensions
Family, Channel
Cadence
Reviewed monthly
Lineage
Every value traces to the invoice line or governing record it was computed from.
Use in
Alerts: an agent watches it against a rule and alerts you when it trips. Against plan: tracked against the target, with the bridge that says what moved it.

Relevant industries

All industries

See Product mix shift on your commercial data.

We will show how Revomo defines, monitors and connects this metric to commercial action, using representative data or your own.

Plate B2 · Series 2026