Override report

The Override Report offers insights into the frequency and impact of price adjustments made by staff during sales activities. This report helps analyze discretionary discounts or price changes, which can be a key factor in sales strategy and employee performance evaluation.

Override report metrics

The metrics in the Override Report provide detailed insights into how pricing overrides affect sales and employee performance. By examining these metrics, businesses can track which employees are making adjustments, how often overrides are applied, and the financial impact of those changes. These data points help ensure that overrides are aligned with company policies and don’t negatively impact overall profitability. They also offer a way to measure the effectiveness of pricing strategies and identify potential areas for improvement in employee training or sales processes.

Staff information and store affiliation:

• Staff name: The employee responsible for the price adjustment, providing clarity on which staff members are making overrides. Tracking this helps ensure accountability and allows for analysis of individual performance about company policies.
• District: The geographic district where the employee operates, allowing for regional performance comparison. This metric helps identify if certain areas are more prone to overrides and may require closer monitoring or adjustments to pricing policies.
• Store name: The specific store where the employee works, helping to analyze store-specific override patterns. Understanding how overrides are used at the store level can aid in evaluating the effectiveness of store management and local pricing strategies.

Override activity and sales metrics:

• Total units: The total number of products sold where overrides may have been applied, providing an overview of the volume of affected items. This helps gauge the widespread use of overrides within the store or district.
• Total transactions: The total number of sales transactions completed, offering insight into the frequency of sales interactions involving overrides. This metric helps track whether overrides are a regular part of sales practices or an occasional occurrence.

Price override data:

• Pre_override_price: The original price of the items before the override was applied, helping to compare original pricing to final selling prices. This allows businesses to track the discount levels and see how much revenue is being affected by price changes.
• Post_override_price: The final price of the items after the price adjustment was made, providing an understanding of the discounts or changes applied. This metric helps businesses evaluate the effectiveness of their override policies and whether the adjustments align with sales goals.
• Overrides: The total number of items for which a price override was made, reflecting the extent of manual price changes by staff. Monitoring this helps ensure overrides are being used appropriately and within company guidelines.

This report is valuable for tracking how price adjustments are being used by employees, ensuring such changes align with company policies and sales objectives. By reviewing these metrics, management can better assess the impact of overrides on overall sales performance and employee decision-making.