- Start with a disclosed company relationship.
Sales, purchases and commercial balances determine which company supplies which. Every source record retains its accounting category, amount, currency, reporting period and publication date.
- Read each company’s reported product mix.
The popup shows directly reported product revenue, its supplied percentage of revenue, and COGS where gross profit is disclosed. Reported parents remain alongside reported children. Calculated ancestor totals are used only when the inferred connection reaches that ancestor. Missing coverage stays missing; annual mixes are never carried into interim or quarterly periods.
- Find the most detailed supported connection.
Follow each reported product’s ancestors to find directed SAM supply-chain links. Repeated records for the same directed product codes and relationship category count as one connection. For each pair of reported strands and relationship category, keep the most detailed supported connections. A popup shows every step from the reported nodes to the actual linked nodes. Separate branches and incomparable alternatives remain separate possibilities.
Product paths are inferences. A company disclosure does not establish which product was sold, and company-level amounts are not allocated to inferred products. A muted edge means no supported path was found in the available data; it does not mean no trade.
For an inferred supplier connection, the central product’s COGS is calculated as revenue minus gross profit, and each disclosed amount is divided by that COGS. For an inferred customer connection, each amount is divided by the central product’s revenue. Direct reported-node matches use direct metrics; ancestor-level matches use the matching ancestor’s cumulative metrics. Missing or nonpositive denominators and incompatible currencies receive no percentage. These are scale comparisons, not transaction allocations.
Revenue shares are shown as supplied, without renormalising. Adjustments or overlapping segment disclosures can cause totals to differ from 100%. Negative values remain visible in the mix; inferred trading paths start from positive-revenue nodes.
Company resolution and the product ontology reflect the delivered vintage. This is a retrospective exploration, not a historically vintage-safe backtest.