The Sales section of Insights covers analyses related to sales. Under the Sales section, there are five separate pages:

  • Sales Summary
  • Brands and Suppliers
  • Category Trends
  • By Day/Time
  • Profitability & COGS

Definitions for each data point can be found in our Glossary of Terms article.

Sales Summary

The Sales Summary page shows you most of the same data that is currently available within the Retail application under Reports > Sales, but with a slightly different look.

This page includes:

  • Gross Sales
  • Returns
  • Discounts
  • Net Sales
  • Cost of Goods Sold
  • Gross Profit

Brands and Suppliers

This page shows sales metrics by Brand and allows you to explore their popularity, which is measured by highest sales volume in dollar amount and the profitability of the branded products sold.

There are 4 separate visuals on this page:

Sales by Brand

This visual displays the top brands (by sales volume in dollar amount) with the total sales to the right of the chart showing the sales volume. Clicking on any Brand will cross-filter the rest of the page to display metrics and trends for only the selected brands.

Sales & Profitability KPIs

This visual displays KPIs for the selected brands at the top of the page. These KPIs include Net Sales, Gross Profit, Gross Margin.

Sales by Category

This visual displays the sales volume in dollar amount by Category for the selected brand(s).

Sales by Week

This visual shows — for all Brands or just the Brands selected in the left-hand visual — the trend in sales volume in dollar amount over time, with each point representing one week of sales for the Brand.

Category Trends

This page shows sales metrics by Category and allows you to explore trends in their popularity over time.

On this page, there are four visuals:

Category Trends

The main panel displays a single visual labeled Category Trends — this is actually a combination of two visualizations that use the same dates on the bottom (X-axis) to show patterns in correlation and for comparison. You can set the date range via the date filter in the top-right corner of the page.

# of Items Sold by Category over Time

The top half of the visual shows the trend of sales, represented as # of Items Sold, by Category over time, measured in months.

In addition, each Category line also has an overlaid dotted-line which represents a calculated trend line and shows you the average direction of the trend. A flat line means no change over time. A line angled up and to the right represents an increasing trend. A downward slope represents a decreasing trend.

% of Items Sold by Category over Time

The bottom half of the visual shows the mixture of sales (as # of Items Sold) by category over time. In contrast to the upper chart (which focuses on showing the trends in # of Items over time), this chart focuses on the changes in the Category % of Sales (by # of line items) over time.

Day of Week “Seasonality”

This visual highlights any inter-week “seasonal” differences in several metrics (# of items, Gross Margin and Discount %) relevant to understanding the differences between Categories.

In the example above, there is a large difference in the # of Items sold on Monday versus the rest of the week. By contrast, this visual also tells us that there is not as large a difference for Mondays in Gross Margin & Discount %.

In addition to each individual day of the week, there’s also a display of the difference between “Weekday” compared to the “Weekend”.

Category Type Filter

On the right-hand side of the page, underneath the date filter, you’ll see a Category Type filter which allows you to focus the information displayed to specific Category Types and/or Categories.

By Day/Time

This page is intended to help you understand the differences and trends in Sales activity and Customer volume by Day of the Week and Hour of the Day.

There are four visuals on this page:

# Items Sold

This visual shows the total number of items that are sold on specific days and at specific times on a “Day of the Week” and “Hour of Day” heatmap chart. The bottom legend shows the range of values represented by each color. This allows you to identify what times and days are the best performing with regards to the number of items sold.

Average Order Size

This visual shows the Average Order Size for orders completed on specific days and at specific times of the day on a “Day of the Week” and “Hour of Day” heatmap chart. The bottom legend shows the range of values represented by each color. This allows you to identify what times and days are the best performing with regards to the Average Order Size.

Average # of Customers per Day

This visual shows the average number of customers by each day of the week. This allows you to easily see the trends in the average number of customers for each day and which days have the highest average number of customers.

Category Filter

On the right-hand side of the page, underneath the date filter, you’ll see the number of items by category listed, from the highest-selling category to lowest selling category. This visual is intended to act as a filter for the rest of the page to enable the user to look at Day of the Week and Hour of the Day and # of Customer trends for specific categories.

Profitability & COGS

This page shows information related to Profitability and Cost of Goods Sold.

There are five visuals contained within this page:

At-a-Glance Profitability Summary

This visual shows an at-a-glance summary of key metrics related to profitability. Starting from the left-hand side of this visual, you’ll find Net Sales, Gross Profit, Gross Margin, Discounts (in dollar amount), and Average Discount % for sales.

Sales, Gross Margin and Average Discount by Category

This visual shows the total sales volume in $, gross margin, and discounts as a % of sales for each Product Category and in Total. This allows you to identify the most profitable product categories (Gross Margin) along with the Sales volume and average effective discount for each.

Profitability Waterfall

This visual shows the breakdown and relationships between Gross sales, Returns, Discounts, Net sales, Cost of goods sold (COGS), and Gross profit. The “waterfall” chart is aptly named because it represents the progression from “Gross Sales” (or “Gross Revenue”) to “Gross Profit”.

Each “step” (represented along the x-axis at the bottom of the chart) displays each sales/profitability-related measure in the order in which it is applied or calculated.

Each step/measure is displayed as:

  • An addition (the amount added, shown in green)
  • A subtraction (the amount deducted, shown in red)
  • A pillar (these represent the cumulative total of the previous steps/measures, shown in dark purple)

This visually displays the process of calculating “Net Sales” and “Gross Profit” through the addition and subtraction of revenue, returns, discounts, and COGS.

% of Orders by Discount Range and Category

This visual shows the distribution of product categories as a percentage of total orders grouped by discount range (the average effective discount applied to each order grouped into buckets of 25% each) and category.

The bottom of the graph (x-axis), shows the discount range group. The % of orders (y-axis) is displayed as the percentage of orders that have discounts in that range. For larger categories in each discount range, there is a label that shows the % of total Orders in that Category and Discount Range.

This allows you to identify which product categories have the most discounts at specific discount ranges and the distribution of discount ranges.

Avg. Order Size and Gross Margin by Month

This visual shows the trend over time for profitability, which is calculated as Gross Margin as well as two drivers of profitability - % of Orders with Discounts and Average Order Size.

This visual allows you to identify profitability trends over time (i.e. gross margin). In addition, it shows the changes in profit drivers (percentage of orders with a discount) and the average order size. This can help you understand the drivers behind any trends in profitability.

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