Sales per day
How much did we sell each day?
Needs: sales spreadsheet or cash register or POS or online store or accounting program or electronic invoices
Indicators
Questions your figures can answer
Each indicator is one figure or chart that answers one question. Each lists the data it needs; an indicator without its data can still be discussed in the first call.
Sales
Sales per month, this year and last
Are we selling more than last year?
Needs: sales spreadsheet or cash register or POS or online store or accounting program or electronic invoices
Average sale
How much does each customer spend?
Needs: sales spreadsheet or cash register or POS or online store
Best sellers
Which products or services sell most?
Needs: sales spreadsheet or cash register or POS or online store or electronic invoices
Busiest days and hours
When do we sell most?
Needs: cash register or POS or online store or appointments or bookings
Margin by product
Which products leave the most money?
Needs: sales spreadsheet or cash register or POS or online store and purchases and suppliers or accounting program or stock list
Stock
Items below minimum stock
What do we need to buy now?
Needs: stock list
Value of the stock
How much money sits on the shelves?
Needs: stock list
Slow-moving items
What has not sold in a while?
Needs: stock list and sales spreadsheet or cash register or POS or online store
Money
Money in and out per week
Do we have enough cash this month?
Needs: bank statements or accounting program
Unpaid invoices by age
Who owes us, and for how long?
Needs: electronic invoices or accounting program
Expenses by type
Where does the money go?
Needs: accounting program or bank statements or purchases and suppliers
Cost as a share of sales
How much of each sale goes to supplies?
Needs: purchases and suppliers or accounting program and sales spreadsheet or cash register or POS or online store or accounting program or electronic invoices
Customers
Returning customers
Do customers come back?
Needs: customer list or cash register or POS or electronic invoices or online store
New customers per month
How many new customers do we get?
Needs: customer list or online forms or surveys or online store
Top customers
Who buys the most from us?
Needs: electronic invoices or customer list or sales spreadsheet or online store
How customers found us
Which channel brings customers?
Needs: customer list or online forms or surveys
Team
Hours per person
How are the team's hours spread?
Needs: hours and attendance
Sales or jobs per person
Who is selling or finishing most?
Needs: cash register or POS or sales spreadsheet or work orders or appointments or bookings
Operations
Open and finished jobs
How many jobs are waiting?
Needs: work orders
Average time per job
How long does a job take?
Needs: work orders
Appointments and no-shows
How full is the diary, and who does not come?
Needs: appointments or bookings
Deliveries on time
Do deliveries arrive when promised?
Needs: delivery log
Output per batch or lot
How much does each batch or lot produce?
Needs: production records
Ready to see your figures?
Describe your data, pick the results and the questions, and send the brief. Build Data replies to arrange a first call.