FOR BROKERS AND AGENCIES

Keep every client in the right context.

The retailer complexity repeats across accounts, but the context is not interchangeable. Retail Reason Intelligence gives your firm separately provisioned client workspaces and uses the retailer, channel, tier, timing, and operating context supplied for the selected client.

ANSWER EXCERPT · ROLLBACK WRAP-UP · WALMART SUPPLIER CLIENT

Units are up and ROAS beat target. Can we tell the client the Rollback worked?

Not yet. Attributed ROAS is click-date credit, not proof of cause, and three things are still open: the Rollback test, the OTIF invoice that bills after the quarter, and the store position the event left behind. Choose the client workspace, then close them before the deck goes out.

WRAP-UP CHECK · WHAT IS STILL OPEN

THE ROLLBACK TEST

Units up is not the bar. A Rollback clears only when unit growth outpaces the AUR decline with penny profit held, read on the Rollback weeks against the prior equal period. On Charter, Guided Insights should name Pricing Change as the top root cause; Replenishment Health at the top is a different story.

THE OTIF INVOICE

Event volume is where OTIF stress concentrates, and OTIF charges bill quarterly, about five weeks after the quarter ends, as an AR invoice in HighRadius, netted against payment and disputed there, not in APDP. At 3% of COGS on non-compliant cases below goal, the Rollback P&L stays open until that invoice posts.

WHAT THE ROAS IS

Sponsored Search ROAS is credit assigned to the click date, online sales only, under the deduplicated last-touch model in force since June 1, 2026, with orders canceled inside 72 hours removed, Nil Picks included. It is assigned credit, not incrementality, and a pre-June benchmark is not like for like.

CONFIRM NEXT

Repl InStock during and after the event against the 97% healthy line, valid-store count against traited count, the edit flags and reason codes on the OTIF scorecard’s PO Details tab for any PO changed during the surge, and the client’s freight terms, since on time means 90% Prepaid or 98% Collect Ready.

Excerpt of a complete public answer. The rates and schedules above are time-sensitive, and connected guidance responses carry an as-of date and confidence class. Retail Reason keeps the reasoning path with the selected client workspace. It does not open Ad Center, HighRadius, Supplier One, or Scintilla, and it does not retrieve the client’s data.

Read the complete Rollback wrap-up answer →

CLIENT-WORKSPACE MODEL

One firm. Separate client contexts.

A client workspace is one distinct customer organization whose Walmart supplier, Sam’s Club supplier, or Walmart Marketplace work your firm supports. It is not a brand, item, engagement, or question count.

Select the client

Each client has a separately provisioned workspace. Confirm the intended workspace before relying on a workspace-sensitive answer. In chat, conversations and files remain private to their creator, including within a shared client workspace.

Keep guest access narrow

Client guests are available only on Practice and Network. Each guest uses a named-user slot and can access exactly one workspace.

PUBLIC CLIENT-WORK PRICING

Choose by client-workspace and user band.

Every Advisor plan includes all currently supported guidance. Usage is pooled across the licensed firm.

SELF-SERVE

Advisor

$599/month

Up to 3 client workspaces and 2 named users. No client guests.

SELF-SERVE

Advisor Practice

$1,199/month

Up to 10 client workspaces and 5 named users. Client guests allowed within the named-user limit.

ASSISTED

Advisor Network

From $1,999/month

Up to 20 client workspaces and 10 named users. Client guests allowed within the named-user limit.

Annual service is one upfront charge for 12 months, priced at exactly 11 monthly charges. Public signup starts with a paid plan; the first-purchase refund policy applies.

See the full price book and purchase paths →

WHERE IT FITS

Use it in the gaps between the high-judgment work.

Before the scope goes out

Check whether the analysis, report, or recommendation fits the client’s systems, tier, and available data before it becomes a promise.

While the work is moving

Answer the portal, metric, calendar, payment, access, and operating questions that interrupt a deck or diagnosis.

Before the client acts

Review a draft plan for Walmart-specific pitfalls, missing caveats, and the remaining check that belongs in the client’s current systems.

Advice, negotiation, and client judgment remain yours. Retail Reason helps identify what applies, what could change it, and what to check next.

COMPLETE PUBLIC ANSWERS

Questions we answer for brokers and agencies.