Margin/Discount Tracking Screen

This screen presents a detailed financial performance report covering metrics such as weekly gross profit, discounts, and daily maximums. It serves as a valuable tool for analysing sales performance and understanding discount impacts over time.

Key Features

  • Margin/Discount Tracking Table: Displays weekly sales and discount metrics, including gross profits (Gp) and various discount categories.
  • Daily Maximums: Highlights key performance indicators recorded on specific dates to help assess daily sales activities.
  • Trend Analysis: A visual representation of gross profit trends over the reporting period.

Margin/Discount Tracking Table:

    • Columns: Week No, Wk Start, Gp, Sales, Promo Disc, Other Disc.
    • Data Overview:
      • Gp: Gross profit for the week.
      • Sales: Total sales amount.
      • Promo Disc/Other Disc: Amount of promotional and other discounts applied.

Daily Maximums Section:

    • Unit Value: Maximum units sold on a specific date.
    • Transactions: Number of transactions conducted.

How to Use

  1. Review Weekly Analytics: Examine the Margin/Discount Tracking Table to analyse weekly gross profits and discounts.
  2. Assess Daily Performance: Check the Daily Maximums to identify sales peaks and transaction activity.
  3. Analyse Trends: Use the provided trend graph to observe patterns in gross profit.

Tips and Tricks

  • Monitor Discount Impact: Regularly review promo and other discounts against sales to gauge effectiveness.
  • Track Performance Over Time: Use trend lines to set benchmarks for future sales and discount strategies.
  • Identify Outliers: Look for weeks with significant drops in gross profit or sales to investigate underlying causes.

Conclusion

This screen consolidates crucial financial metrics, facilitating informed decision-making to enhance sales strategies and profitability.