Understanding reports

Access to detailed data reports is essential for any online or offline business. For store owners, heads of operations, and regional managers, the Shoplazza POS Center admin is a powerful tool. It allows authorized staff to explore comprehensive reports that offer valuable insights into the performance of online platforms and physical stores, helping you make informed decisions and better understand your operations.

Accessing data reports

1. Start accessing reports: Head to the Center admin. Select Data Reports to find a collection of detailed reports about your business. This section provides a broad view of everything from sales channels to specific data for both online and physical stores.

Sales reports

Sales reports give you a detailed look at your business’s sales metrics, helping you track performance, spot trends, and understand customer preferences.

  • Overall operating report: Provides an overview of your business's performance, showing trends in sales across different channels (like online, in-store, etc.) and specific store locations. This report helps you identify where your business is thriving, and improvements are needed.
  • Category analysis report: Breaks down sales performance by product categories, helping you see which categories are most popular with customers. This report is useful for determining which product lines are driving your sales and which may need more attention.
  • Product analysis report: Offers detailed insights into the sales performance of individual products. This report allows you to identify your best-selling products as well as those that may need promotion or reevaluation.
  • Conversion report: Tracks how well customers are completing transactions at different store locations. This report helps you understand how effectively your stores are turning visitors into buyers, providing insights into potential areas for improving customer experience.
  • Refund report: Examines the frequency and reasons for product returns and refunds across your business. This report is essential for identifying any after-sales issues that might be affecting customer satisfaction and profitability.
  • Staff sales report: Evaluates the sales performance of individual employees, helping you identify top performers as well as areas where additional training might be needed. This report is key for managing and motivating your sales team.
  • Brand analysis report: Analyzes sales trends and rankings by brand, giving you a clear view of which brands are most popular with your customers. This report is particularly useful for managing inventory and deciding which brands to promote or stock more heavily.

On-hand inventory

Inventory reports help you manage your stock levels effectively, ensuring your business runs smoothly.

1. Inventory analysis report: Provides an overview of your current stock levels and where it's located, helping you decide when to restock or reduce inventory to avoid shortages or excess.

Marketing activity

Marketing activity reports help you evaluate the effectiveness of your marketing strategies, providing insights to optimize your campaigns.

  • Override report: Analyze how overrides are used in sales activities. This report helps you understand the impact of these temporary price or term changes on your overall sales.
  • Employee internal purchase report: Review the usage of employee internal purchase discounts. This report provides insights into how these discounts are being utilized and their impact on your business.
  • Marketing activity performance report: Assess the effectiveness of your marketing campaigns. This report helps you track the performance of various marketing activities, enabling you to refine your strategies for better results.

Finance

Financial reports provide critical insights into your business’s financial health, helping you make informed financial decisions.

  • Financial analysis report: This report gathers and analyzes key financial indicators for your business. It helps you understand your revenue, expenses, and overall financial performance, enabling you to make data-driven decisions to improve profitability and manage costs effectively.

These reports are invaluable for assessing the success of your promotional activities. By closely examining the provided data, you can make informed decisions on structuring future promotions, which products to include, and the best ways to market them to your audience.

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