Details Dashboard


About this dashboard

The Details Dashboard is set up to show and analyze sales at your connected Retailer accounts. The Details dashboard can be found in the Accounts section of your menu on the left.
 

Once on Details, begin with your filters across the top, going from left to right. Headset’s filters cascade off of each other. This means, that if you’re a multi-state operating brand, if you choose a state in the market filter, the store filter will then update to show you only stores located in that market/state so you do not have to endlessly scroll to look for the store you want.

 

Once you run the report for your chosen store and date range, you’ll find all the top-line metrics for this location right at the top.
 

Total Quantity on Hand = Total count of individual items in the store

Total Units = Total count of units sold for the time frame you chose

Total Sales = Total revenue made in the time frame you chose Distinct Number of SKUs in Stock = Number of SKUs this store carries from your brand.

 

Moving down the page, you will see a visualization of units sold and revenue on a daily basis for the length of your time frame filter at the top of the page. You can hover your mouse over the line or the bar on this graph to see the totals displayed.
 

You also have the ability to download this graph into Excel if you would prefer to view/analyze the data in that way.

 

Continuing down the page, you’ll find a scatter plot to compare the average item price, to total units sold and total revenue. This helps you determine where the sweet spot is for pricing on your items to ensure the highest sales possible are happening at these various stores.
 

The scatter plot is set up in shades of blue. The darkest blue dots on the plot, are going to be the highest-priced items on average, and the lightest dots are your lowest-priced products on average.
 

You can hover your mouse over each dot on the plot to see the item name, average pricing, and sales metrics for the product.

 

Next, we have the Total In Stock Retail Value tile, to display the retail value of the items sitting on the shelf at this store. This can inform not only where things may be overstocked, but also, what items should be pushed at this store during your next promotion or vendor day.
 

The estimated Retail Value here is based on the average price for these items at this store. Once the products sell, there could be less or more discounting applied, and the actual retail value from these items could fluctuate a bit.
 

We also display the last recorded sale date for each item here, which could help you begin a conversation with this store about how to move those last few SKUs out the door.
 

In the below example, this brand has a product that has not had a sale in nearly a month. This would certainly be something you’d want to talk to this account about before the next restock order is placed.

 

Lastly, you’ll find your Product Sales Details at the bottom of the report. This tile repeats a lot of metrics from above, but it provides a little bit of extra data here as well. Columns in this tile are:
 

Name = Product Name Category = Product Category
 

Total Sales = Total dollar amount of sales in the date range you chose Total Units = Total count of units sold in the date range you chose
 

Average Unit Cost = The average value of cost the Retailer is entering into their POS for this item

Average Item Price = The average net price (after discounts, before tax) of this item when the customer purchases it

Average Gross Margin = Difference between the Average Price and Average Cost Total Quantity on Hand = Total count of units on hand today for the product

Percent days in Stock = The percent of days in the total time frame you chose that the product was in stock and available to sell.

In the below example, we can see a group of products that were only in stock 40-50% of the time. This means, that in the previous 30 days, these items were only available for about 15 of them. Not having your products properly stocked can mean missed sales for you.