Skip to main content
waffle.svg
Domo Knowledge Base

Retail Store Performance

Version 8

 

Intro

The Retail Store Performance app provides you with the ability to view progress in comparison to past sales and to other stores in your district. The app consists of multiple cards to assess performance including current rankings, past rankings, intraday sales and goal, past overall performance, top and bottom performing categories, and one-way communication functionality to push important internal notifications.

How to get the app

If you are interested in purchasing this app, contact your Customer Success Manager (CSM).

Prepare and Connect Your Data

The Retail Store Performance app is powered by two different required DataSets:

  • Total Sales: The schema of this table must be as follows to power the app

     

Column Name Data Type Column Description
Store ID Number ID of the store
Store Name String Name of the store
Category String Category of the product or service
Subcategory String Subcategory of the product or service
Item Name String Name for the item by that store
Timestamp Datetime Date and time sale was made
Sales Total Number Calculated total amount of sales for specified timestamp.
Sales Goal Number Goal for a specified timeframe.
Last Year Sales Total Number Calculated total amount of sales for specified timestamp last year.

 

Screen Shot 2019-09-12 at 5.08.48 PM.png

 

  • Store Performance Overview: The schema of this table must be as follows to power the app

     

Column Name Data Type Column Description
Store Level String Pre-configured calculation of store performance into one of three categories (Green, Orange, Red) based on custom metrics provided during initial setup.
Store Rank Number Current rank of the store in the district according to the timeframe.
Last Updated Date When data was last provided.
Store ID Number ID for the store.
Store Name String Name of the store for ease of reference.
Region ID Number ID for the region or district.
Sales Total Number Calculated total amount of sales for specified timeframe.
Sales Goal Number Goal for a specified timeframe.
Last Year Sales Total Number Calculated total amount of sales for specified timeframe last year.
Goal Percentage Number Percentage of goal that has been achieved.
Variance Gap Number The variance between goal and actual sales. Value is negative prior to achieving goal and positive once achieved.
Variance Percentage Number The variance percentage between goal and actual sales. Value is negative prior to achieving goal and positive once achieved.
Last Year Variance Gap Number The variance between goal and actual sales last year. Value is negative if goal was not achieved and positive if it was.
Last Year Variance Percentage Number The variance percentage between goal and actual sales. last year Value is negative if goal was not achieved and positive if it was.
Timeframe String Possible options are: Day, Week, Month, Quarter, and Year

 

Screen Shot 2019-09-12 at 5.05.47 PM.png

 

Visualize

Once you've created your DataSets and connected them to the Retail Sales Performance app, you will be able to see the Today and the Past Performance tabs.

Today

The Today tab will include a gauge chart displaying sales vs goal and the gap if any and a rankings chart for all stores in the district for today and rank based on sales and goal percentage.
 

Screen Shot 2019-09-12 at 5.28.56 PM.png

Past Performance

Under Past Performance, first, select the date range you would like to see. Using the dropdown select one of the following:

  • Today

  • Week to Date

  • Month to Date

  • Quarter to Date

  • Year to Date

Once the date range is selected, you can view,

  • An overview showing store level and the current rank of all stores in the district.

  • Sales vs goal comparison showing the total, variance amount, and percentage.
  • Rankings with top three performing stores, including your own store if it's not in the top three, as well as the sales and goal percentage for the specified timeframe.

  • A clickable drilldown to view the top and bottom performing categories for the timeframe selected.
     

Screen Shot 2019-09-12 at 5.31.31 PM.png

Top/Bottom Performing Categories

Under Top/Bottom Categories, if you desire to change the timeframe originally selected, use the dropdown to select one of the following options:

  • Today

  • Week to Date

  • Month to Date

  • Quarter to Date

  • Year to Date

Once the date range is selected, you can view,

  • An overview showing the top three and bottom three performing categories along with the sales amount and percentage of sales for each category.

  • The total store sales percentage by timeframe.

 

Screen Shot 2019-09-12 at 5.41.30 PM.png

Message Center

With the Message Center, you have the ability to compose messages and send to direct reports by individual or groups. Messages can be marked with read-receipt to require an acknowledgement by the receiver for auditing purposes. You can also schedule your messages to be sent out at a later date and time. Add up to 8 pre-configured categories to messages to easily sort your inbox. Lastly, a banner will display the three latest incoming messages until they are read or acknowledged.
 

Retail App - Message Center.png         Screen Shot 2019-09-12 at 5.49.59 PM.png   Screen Shot 2019-09-12 at 5.48.55 PM.png