Advance Reporting: Store Performance
This report provides a summary of key performance metrics for the store, including sales, returns and inventory, to evaluate overall operational effectiveness and identify areas for improvement.
We will walk you through each part of the report as guided by the steps below:
Go to Advance reporting menu
Click the burger menu at the top left > select Store performance
At the top screen, you’ll find search options that let you choose how you want the data to load. You can select a specific date range using the 'Period' dropdown, and you can also filter the results by selecting which store(s) you want to include on the results page
On the upper left screen you will see the summary of the sales report
Sales - total sales ex tax - total sales on the said period for selected stores
Returns - total returns ex tax - total returns on the said period for selected stores
Extras - Total extra charge ex tax
Net - Total sales - returns + extras - Sold items on the said period and store minus the returns
Store target - inputted by user
Avg Trans $ - Average sold for the said period
Units per Trans - average units sold for the said period
Return rate % - The percentage of sold items (by value) that customers have returned.
Example: If you sold $1,000 worth of items and $100 was returned, your return rate is 10%.
% St at Cost - How much of your stock (in value) has been sold so far. It compares what you’ve sold to what you had available to sell. Higher % means more stock has been sold, lower % means more is still sitting in the store.
LY - Last year same period
Var% - the difference between Period and LY
Units Stock- The total number of items available in all selected stores for date selected
Units in Transit- Total Current Incoming Stocks via Transfer on the selected stores/location
Weeks of Cover (Wks Cover)- How many weeks your current stock can last if sales continue at the same pace as the last 7 days.
Example: If you're selling $500 worth of goods each week and you have $1,000 worth in stock, you have 2 weeks of cover.
4a. These are the top customer on that period with the summary of their transactions
4b. Same with the Staff these will show all top staff and the summary of their sales
ATV = Average Transaction Value
UPT = Unit Per Transaction
4c. Last box at the left is breakdown by category
WC - Weeks cover
Top styles will show at the right including the below information
If you have any question, feel free to contact help@indigo8-solutions.com