In this article, we will cover the reporting available in the Retail Business Manager Excel Template.
Retail Business Manager Excel Template – Product Page Support Page
We have extensive reporting automatically generated, to help us get an accurate view of business performance in multiple areas (inventory, sales & finance) from multiple dimensions (product and partner).
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There are six pages in the Report sheet.
Current Status
First, we can see the current status of inventory and finance.
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We can see the following metrics.
- Total inventory on hand Quantity of products currently on hand
- Total inventory to come Ordered from suppliers already and will reach our inventory in future
- Total inventory to Go Ordered by customers already and will leave our inventory in future
- Products to re-order Products whose inventory on hand is <= Re-Order Point (To view such products, we can go to the Products sheet)
- Inventory Value Value of inventory on hand calculated based on current purchase price of the products on hand
- Accounts Receivable – Current Amount due from Customers on Orders with Due Date >= Today
- Accounts Receivable – Past Due Amount due from Customers on Orders with Due Date < Today
- Accounts Payable – Current Amount due to Suppliers on Orders with Due Date >= Today
- Accounts Payable – Past Due Amount due to Suppliers on Orders with Due Date < Today
We can also see the breakdown of aging (1 to 30 days, 31 to 60 days, 61 to 90 days, >90 days) of those due amounts.
Summary
Now, we move to looking at the past performance of business. First, we select our report start and end dates.
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We leave the REFRESH to be ON, by default.
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Metrics
All the metrics will be calculated on Orders with Order Date from start date to end date
SALES
- Sales Qty Total of quantity on Sale orders. Considers returns as well.
- Sales Amount Total Order amount on the Sale orders. Includes product level discounts. Does not include tax, order level charges and order level discounts.
- Sales Tax Total tax amounts on Sale Orders
- Qty Returned from Customer Quantity returned by customers
- Discount Amt Given Total amount of discount given to customers
- Other Charges Total of Other charges on all Sale orders
PURCHASE
- Purchase Qty Total of quantity on Purchase Orders. Considers returns as well.
- Purchase Amount Total Order amount on the purchase orders. Includes product level discounts. Does not include tax, order level charges and order level discounts.
- Tax Total tax amounts on Purchase Orders
- Qty Returned to Supplier Quantity returned to suppliers
- Expenses Total amount of expenses from start date to end date
- Other Charges Total of other charges on all Purchase orders
PROFIT
- Cost of Goods Sold is the sum of purchase price of products sold. Purchase price is the price of product as of Sale order date.
- Gross Profit Sales Amount – Cost of Goods Sold
- Net Profit Gross Profit – Operating Expenses
Monthly Metrics
We can view all the metrics by month for up to 12 months.
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We can choose one of the metrics to update the chart that shows up to 12 months of trend.
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Products – Top Performers
One of the important pieces of understanding business performance is knowing which products are selling the most and which ones are not. We have 3 ways of measuring sales – Quantity, Amount and Margin. This allows us to understand the true impact of the products to the business.
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In this sheet, we will see the top 10 product categories and bottom 10 product categories.
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We can also see the top and bottom performing products.
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Product Performance
In addition to that, we would want to look at a specific product and understand its performance. We can choose a product and see its performance summary during the reporting window.
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We can see the current inventory status of the product.
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We can also see the sales quantity trend by months of that product.
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Partner Performance
Another important aspect to understand is best partners (customers and suppliers).
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We can choose one specific partner and see their details as well.
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Finally, the Products sheet, the Partners sheet and Order Headers sheet also have useful information that we can filter on to get to the data we need.