The Executive Summarypage provides an overview of several important metrics for your business, as well as other visualizations that highlight important trends and relationships. The default date range on this page is the current Month-to-Date (MTD).

There are seven visualizations on this page:

  • At-a-Glance Key Performance Indicators (KPIs)
  • Top 10 Products by Sold Items
  • # of Customers Over Time
  • Sales by Category
  • Top 10 Brands by Sales
  • Sales & Average Order Size Over Time
  • Medical v. Recreational Sales

Note: This data will change based on the date filter to the right of the KPI panel.

If you would like to view more than one license's information, remember to select the licenses on the top, left-hand corner. See our Retail Insights: Navigation and Definitions article for more information.

At-a-Glance Key Performance Indicators (KPIs)

There are several Key Performance Indicators (KPIs) displayed at the top of the Executive Summary dashboard. These include:

  • Total Sales
  • # of Customers
  • Average Order Size
  • Average # of Orders per Customer
  • Average Discount %

Top 10 Products by Sold Items

This visual shows your top 10 products, filtered by most units/items sold at the top. On the left-hand side of this visual is the name of the product and on the right-hand side is the total number sold. This allows you to quickly see what your top-selling products are.

# of Customers Over Time

This visual shows the change and trends in the number of customers over the selected time period. This gives you visibility into your customer volume over time.

Sales by Category

This visual shows sales by Category Type, with the highest selling Category Type at the top and lowest selling at the bottom. Category Types are determined based on their state definitions. This visual allows you to quickly identify your best selling category types.

Top 10 Brands by Sales

This visual shows your top 10 brands and their sales volume in dollars. On the left-hand side of this visual is the name of the brand and on the right-hand side is the total sales volume in dollars. This allows you to quickly identify the top-selling brands in your store(s).

Sales & Average Order Size

This visual shows the trend in Sales ($) and Average Order Size ($) over time. The sales volume is displayed as columns and the order size is displayed as a line. This allows you to analyze the trends in sales and average order size and their correlation to each other over time.

Medical v. Recreational Sales

This visual shows the split between medical sales versus recreational sales. It allows you to quickly see which type of sales are driving the most revenue for your store(s).

Did this answer your question?