Advanced Reporting: Retail Summary
This guide provides a detailed explanation of the dashboard metrics found in the Retail Summary, Stocks, Margin, and KPI sections. It is designed to help users interpret and analyze weekly sales, inventory levels, profitability, and performance indicators across different sales channels and locations.
1. Dashboard Controls
Located at the top of the dashboard interface:
Period Selector: Choose date ranges like Last Week.
Date Range: Manually set the “From” and “To” dates.
Consolidate By: Group data by Location or other available categories.
Metrics: Choose to display All metrics or filter by specific ones.
Search Button: Applies filters to update the table.
Download Excel: Export the current view to an Excel file.
2. Retail Summary Table
A. LOCATION
Lists various channels and entities such as:
Individual customers
Online platforms
Physical stores
Aggregate groups
B. SALES COLUMNS
Column | Description |
|---|---|
NET SALES $ | Total revenue after deducting returns. |
SALES $ | Gross sales before returns. |
RETURNS $ | Dollar value of returned goods. |
LY NET SALES $ | Net sales from the same period last year. |
BGT $ | Budgeted sales target. |
FC $ | Forecasted sales. |
TARGET $ | Stretch sales target. |
V.% BGT | Variance percentage from budgeted sales. |
V.% FC | Variance from forecasted sales. |
V.% LY | Year-over-year net sales growth. |
BTA $ | Budget-to-actual dollar difference. |
NET USOLD | Number of unsold items or units. |
% SALES | Share of each row's net sales as a percentage of the total. |
3. Stocks, Margin & KPI Table
This section provides detailed inventory and performance insights.
A. STOCKS SECTION
Column | Description |
|---|---|
% STOCK | Share of total stock held by this location or channel. |
COH $ | Cash on Hand – monetary value of available stock. |
ROH $ | Retail on Hand – retail price value of stock on hand. |
UNITS OH | Physical units of stock available. |
V.% LY | Change in stock (value or units) from the same time last year. |
WC | Working Capital invested in current stock (if tracked). |
B. MARGIN SECTION
Column | Description |
|---|---|
COGS $ | Cost of Goods Sold – total cost for sold products. |
TM $ | Total Margin – calculated as Sales minus COGS. |
TM % | Margin Percentage = (TM / Sales) x 100. |
V.% LY | Year-over-year change in margin. |
C. KPI SECTION
Column | Description |
|---|---|
TRANS. | Number of transactions. |
ATV $ | Average Transaction Value = Total Sales / Number of Transactions. |
UPT | Units Per Transaction. |
RET. % | Return rate percentage. |
TRAFFIC | Footfall or website visits. |
CONV. % | Conversion rate – percentage of visitors who made a purchase. |
WEB SALES | Online sales amount. |
FULFILLED WEB | Orders successfully fulfilled online. |
4. Table Color Guide
Light Blue Rows: Group summaries (e.g., "ONLINE", "RETAIL").
White Rows: Specific locations or customers.
Gray Rows: Sub-level store or department details.
Dark Gray Row: Grand totals across all categories.
If you have any questions please email us on help@indigo8-solutions.com