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Reports
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Stores sales

STORES SALES

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Reports on Datawiz BI service

The "Store sales" report is designed to evaluate the performance of each store and the chain as a whole. It contains two tabs: Report and Sales Structure.

The "Report" tab shows the main metrics of store and chain sales. Its functionality allows to:

  • view the necessary data for two periods: "Selected" and "Previous", comparing them with each other;
  • analyze data at different levels, going down from the highest (stores) to the lowest (SKU). If the stores are divided into regions, the analysis can be carried out in the context of regions, going down to stores, categories and products.
  • track the dynamics of key metrics on visualization.

The "Sales Structure" tab contains two visualizations that allow to determine the share of each store in the total sales and stocks and compare them with each other:

  • the upper visualization displays the structure of sales of chain stores and is built according to one of the metrics: Sales, Sales Qty, Receipts Qty, Profit.
  • the bottom visualization shows the structure of the stocks and is built according to one of the metrics: Stock Qty at the end of the period, Stock Primecost of the last day.

To change the metric on the visualization you need to activate the check-box next to the required metric above the visualization.

The visualizations are interconnected. When you hover over a store name in one of the visualizations pop-ups appear on both of them with percentages and sales qty or store stocks.

Using this information you can bring the balance of sales and stocks to the optimal level.

Advice! If stores have insignificant shares in sales, pay attention to their shares in the stocks. They don't have to be big. Otherwise, it will indicate a "slow" range of products in stores.

If stores are divided into regions, then visualizations can be expanded from groups to stores. To do this, just click on the desired region (group of stores). After that both visualizations fall into this group and show the structure of sales/stocks for its' stores.

When you click on the name of the store in the report table, the "Store card" opens which shows the basic information for the selected period.

The "Columns" button allows to select the necessary metrics for generating a report. All metrics are divided into subgroups:

Sales

Sales Qty

Receipt Qty

Avg Receipt Price

Stocks

Profit

Price

Primecost of sales

Finance metrics

Discounts

Turns

Supplier

Assortment activity

Order/Delivery

Posting

Relocation

Write-offs

Refunds

Note! Access to viewing metrics according to the user's role is determined by the administrator. To expand access, contact your administrator.

Metrics highlighted in purple or red are clickable. Clicking on them opens a window with a graph of the dynamics of the selected metric.

Advice! If you want to compare the metric for the selected and the previous period, you need to click on the desired clickable metric for the previous period. The graph will display curves for two periods: the selected one and the previous one.

"Templates" button - saves the configured report columns as a template.

On the right above the table a context menu is opened where the user can select the following actions:

  • "Lock the total row" - fixes the "Total" row in the top row of the table.
  • "Save XLS" - saves table data to an xls-file.

To quickly find the stores you need, just enter the first letters/symbols of the store name in the search field. The search works automatically, leaving all found matches in the table.

To reset the search results,you must click on the cross in the search field.

The selection of filters makes it possible to carry out the analysis within the specified conditions.

The Filters button is located on the right side above the report. Clicking on it opens a modal window with the following filters:

  • Period
  • Previous period
  • Stores
  • Categories
  • Products
  • Day of the week
  • Interval
  • Assortment types
  • Write-off types
  • Product markers
  • Receipt markers
  • Types of clients LP
  • Bonus types
  • Like for like