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CounterPoint SQL Featured Reporting Tools provide you with an unending wealth of reporting functionality to analyze any and all aspects of your business - most importantly sales, purchasing, and inventory. Please review the sections below titled Making Decisions with CounterPoint SQL Reports and Measuring what Matters to Reach Your Business Goals to see how CounterPoint SQL reporting tools can help you to work smarter, not harder in regard to your business.

The Dashboard Graphical Reporting Interface also works well with the Featured Reporting Tools in CounterPoint SQL.

Making Decisions with CounterPoint SQL Reports

CounterPoint SQL reporting tools assist you in the business decision making process with questions such as:

  • What quantities should I order across my inventory?
  • How can I identify current sales trends in my customers purchasing habits?
  • How many sales representatives do I truly need?
  • Should I negotiate vendor pricing?
  • Where am I making the post profit?

The following areas outline several of the most commonly used CounterPoint SQL reports, report deliverables, and the key report data used.

Flash Sales Report
  • Key Data: Sales, Costs, Returns, Discounts, Profit %, and Average Ticket

Deliverables: Provides total number of sales lines for two comparative periods and determines total sales, number of tickets, average sale amount per ticket and gross profit for each store during a reported period.

Sales Analysis Report
  • Key Data: Sales, Cost, Profit, Profit %, and Quantity Sold

Deliverables: Provides three comparative periods for reports to view and compare the number of tickets and the average ticket to determine your own analysis of store operations - choosing from over one hundred twenty different groupings (item, customer zip codes, vendors, hours of day, week, etc.).

Management History Report
  • Key Data: Item Categories, Payment Methods, Sales Reps, Stations, Stores, and Tax Codes

Deliverables: Report includes the number of tickets, number of lines, and total sales for two comparative periods to determine sales, for example, from Christmas week of this year with Christmas week of last year. Management History Report includes the current period and prior period sales, profit dollars, and profit percentages. The report can also be used as a performance
                                                    evaluation tool for sales personnel.

Inventory Status Report
  • Key Data: Inventory Status, Out of Stock, Overstock, and On Order

Deliverables: Report allows you to view inventory value - your profit - to determine the current status of inventory for one or more store locations. The Inventory Status Report also determines out-of-normal for items based on user selected items, vendors, categories, and quantities.

Merchandise Analysis Report
  • Key Data: Category Rankings, Inventory Items, Vendors, Current / Prior Year Analysis Report, Quantities Received and Sold, Percent of Inventory Sold, Gross Profit Percent, Markdown Percent, Hot / Cold Analysis Report, Retail Inventory Value Report, and Six-Week Item History Report

Deliverables: Report allows you to view sales-to-stock ratios and turn rate to accurately manage business cash flow and determine when to take advantage of "opportunistic buys" and which items
                                                    to mark down. The Merchandise Analysis Report also allows you to view Gross Margin Return on
                                                    Inventory Investment (GMROI or GMROII) to maintain profitability. In addition, you can analyze
                                                    merchandise at the item level, or get the bigger picture by grouping inventory by category,
                                                    subcategory, and other classification methods.

Measuring What Matters to Reach Your Business Goals

CounterPoint SQL reporting tools help to measure the most important company metrics to aid you and your business in:

  • Increasing Revenue
  • Decreasing Costs
  • Improving Accountability
  • Improving Ability to Make Informed and Actionable Decisions
  • Increasing Efficiencies

The following areas outline the most common CounterPoint SQL report metrics used to analyze your business operations. Please use the image below as a reference to where each business metric resides in the annual business report:

1 - Comparison Data

CounterPoint SQL's comparison data allows you to, for single business sites, compare year-to-year and month-to-month sales analysis. You can also compare data across multiple different locations to determine which store is most profitable and why.

2 - Sales - Month-Over-Month

How much revenue is your store driving in sales? By comparing sales for this month versus last month, or the same month last year, you can view a snapshot of how your sales are trending for your business.

3 - Tickets or Customer Count

CounterPoint SQL's reporting tool allows you to quantify the number of tickets your store is processing on any given day, or during any specific timeframe. The ticket / customer count information can help you to determine why your customer count is low versus a time last week, or even one year ago. The reporting information also allows you to dig deeper into your ticket and customer data and spot trends such as staffing issues, holiday variations, or other occurrences like power outages, or low inventory.

4 - Average Ticket

Knowing your average dollar amount per each ticket processed helps you and your business to keep track of the average ticket (sales divided by number of transactions) on a monthly basis to determine sales trends, or to help recognize a problem and find a cure.

5 - Lines Per Ticket

Knowing the number of items per each sales receipt is important to generate specific questions such as "Why are the number of items per ticket down?" or "Why are customers buying less overall?" or "Are customers buying fewer items per sale - or less items, but with higher individual item values?".

6 - Gross Profit

Knowing your Gross Profit - how much money your business makes before paying any other expenses - is important to any business owner. Gross profit (GP) can be found by taking total revenue and subtracting the cost of generating revenue. Furthermore, knowing the Gross Margin Return on Inventory Investment (GMROI or GMROII) - how much you are getting back from every dollar you have invested in inventory - is another area of great importance. GMROI, or GMROII is found by taking the total revenue minus the cost of goods sold and then dividing by total sales.
                                                    CounterPoint SQL's reporting options allow you to easily calculate Gross Profit and
                                                    GMROI / GMROII from your system data.

7 - Percent of Payroll

Payroll should be X percent of your sales. Sales-per-hour can help to determine your overall staffing needs. Each business owner worries about being overstaffed, or understaffed. You can find the percentage of payroll for your business by taking total payroll and dividing it by the total sales figure. CounterPoint SQL reporting helps to determine a solid staffing equilibrium for your business.

8 - Inventory Value

Knowing the overall value of your inventory is of paramount importance due to the impact on your Profit and Loss (P&L) figures. As a general rule, your inventory should be valued at what you paid for it and the market value (what it is worth today). How you and your company value inventory determines the cost of sales, and therefore profit. CounterPoint SQL offers you an easy way to retrieve these essential business metrics.

9 - Sales-to-Stock Ratio

Inventory turn is the engine that drives retail, with a direct relationship existing between inventory turn, profit margins, and cash flow. A well turned inventory with optimum turnover reduces the need for sales, helps maintain your margins, and increases cash flow. The ratio can be calculated by dividing inventory value by sales and is once again an area covered in CounterPoint SQL's featured reporting tools.