Overview
The Overview screen on the Sales module provides you with an executive summary highlighting the ongoing performance of your Omnichannel retail strategy. To help you, we've designed the Sales module and the Overview screen for flexibility.
You can assess your success by using the various charts and like-for-like performance indicators to learn whether your results have increased or contracted during the date range chosen. Where you need to focus on specific channels or periods, you can modify what is visible by changing the Channels, Date range, and Currency controls in the screen's header. By clicking on the Date range control, you can pick one of several defaults or choose a custom timeframe. It's also possible to change how the data is displayed and analysed.
By default, the Display by control is set to Day, showing all charts broken down by calendar date. Swapping this control over to Week or Month will roll up the data to show aggregate trends.
The Analyse by control allows you to choose how to assess the like-for-like performance. You can choose from Day, Week, Month, Quarter and Year. By default, the screen is evaluating the ongoing like-for-like monthly performance. We describe it as like-for-like because it will only compare the elapsed days. So, the date range is the 1st to 15th of May; we'll compare it to the first 15 days of April. That way, you see an apples to apples comparison. If you change the mode to Year, you'll see the 1st to 15th May compared to the same time frame last year.
Spark charts
There are five spark charts on the Overview that allow you to track Sales revenue, Orders, Units Sold, Average Basket Size and Average Basket Value at a glance. In addition, these charts are expandable to allow deeper inspection.
Once expanded, the charts plot the same information over the selected date range, breaking down the results by Channel to show how each one contributed to the overall strategy. In the header of each modal window is an options menu to change how the results are displayed. You can additionally see the results grouped by Attribution, Market and Vendor.
Sales by Channel chart
The Sales by Channel chart on the right-hand side of the screen helps you see each digital retail channel's contribution and the like-for-like performance. The table below the doughnut chart highlights each channel's aggregate performance across the selected date range. Like the spark charts, you can expand the Sales by Channel chart and change the mode to show Market or Vendor results.
Sales by Hour of Day chart
Have you ever wondered what Time of Day your customers purchase your products? The Sales by Hour of Day chart highlights the behaviours of your audience. For example, most purchases for a protein supplement occur in the hour straight after morning, lunchtime or early evening workout session.
Sales by Day of Week
Have you ever wondered if more sales occur on a particular Day of the Week? The Sales by Day of Week chart points out whether there is a tendency for increased Order conversion on a specific day. For example, you may observe increased traffic during the following two days after a newsletter is emailed out to your CRM.
Chart Modes
These various modes help answer these common questions.
Attribution
- What is the impact of the promo code we've created to incentivise new or existing customers?
- Has the additional marketing spend driven the sales due to greater visibility on search results pages?
- How successful was the Lightning Deal we ran on Amazon Prime Day?
Channel
- The Channel option highlights the contributions of each Vendor and Market combination.
Market
- By choosing Market, you can roll up several marketplaces and direct-to-consumer channels operating in the same geography to see your aggregate performance.
Vendor
- The Vendor mode has similar behaviour to the Market option. By aggregating the results for each locale by the Vendor name, you can compare and contrast the overall performance of a marketplace like Amazon versus your direct-to-consumer retail platforms, such as Shopify or WooCommerce.