Retail reporting

Daily metrics

Revenue, check count, average check, returns. Plan/actual in % — deviation >10% needs a reason analysis.

Weekly

Stock turnover (sales/average stock), sell-through per category, margin %, write-offs. Top-10 and bottom products.

Monthly

P&L: revenue − COGS − rent − payroll − marketing = profit. Customer LTV, repeat purchase share, ABC/XYZ assortment analysis.

Key formulas

Markup = (price − cost)/cost. Margin = (price − cost)/price. Break-even = fixed costs/margin%. Days of stock = stock/sales×days.

Fiscal reporting

Daily Z-reports from the register, e-register data goes to tax automatically. Inventory — at least quarterly, monthly for fast goods.

Tools

Systems: POS/accounting software, spreadsheets at start: sales table + metrics dashboard. Automation beats pretty reports.

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