This dashboard gives you a comprehensive understanding of your retail sales across different KPIs.
To view the Retail Performance dashboard
1. At the organization level, go to the Analytics tab.
The Analytics page appears.
2. On the Analytics Express tab, click Retail Performance.
The dashboard appears on a new tab or window.
By default, the dashboard shows you the data for all the centers to which you have permissions.
To filter your dashboard data
The filters help you focus on the data that is important to you.
Center: Lets you filter the data to see information about all, one, or a set of centers.
View By: Lets you set the durations by which you want to compare the data. The available options are - Day, Week, Month, Quarter, and Year.
Time Period: Lets you set the durations for which you want to compare the data. The available options are - WTD (week-to-date), MTD (month-to-date), Previous Month, QTD (quarter-to-date), YTD (year-to-date), and Custom (lets you set the start date and end date for the dashboard).
To learn how to save filters and customize your default view, refer to https://help.tableau.com/current/pro/desktop/en-us/customview.htm
Anatomy of the Dashboard
The KPIs on the dashboard let you understand your retail performance on a variety of parameters.
Topline: Shows your top-line in terms of value and quantity. It also shows you product collections and refunds as a percentage of total collections and quantity sold.
Product Penetration: Shows you the percentage of guests also purchased retail products and the percentage of service invoices that had at least one product on it.
Product Collections and Quantity: Shows two trend graphs. One shows the collections and the other the quantity sold.
On the Collections graph, you can see the values inclusive or exclusive of taxes. On the Quantity Sold graph, you can see the values inclusive or exclusive of refunds.
You can further slice the data on this graph by center, category and sub-category, and item name.
Purchases by Source: Shows the contributions of each of your sales points – store, online, mobile – to your sold quantity.
Refunds by Product: Shows the number of refunds against the number of the product sold.
Services with Products Attached: Shows, for each service rendered, how many invoices also had a product sold. You can also see what products guests who took a particular service usually bought.
Purchase Frequency for the Last 12 Months: Shows the quantity sold of each product per guest in the last 12 months. This metric gives you an indication of how often guests are buying a particular product in a 12-month period.
Upsell by Employees: Shows how many times an employee sold a product on the same invoice as a service.
Using the Dashboard
Hover over data points to see more information.
KPIs in tables can be sorted by any desired metric. For example, hover on #Invoices in the table and you will see an icon to sort the data from High to Low or vice versa. This lets you order the information based on a selected metric.