Table of content:
VAT vs. No VAT in KPI Analysis
VAT vs. No VAT in KPI Analysis
💰KPIs with VAT
Used When:
Businesses want to reflect the actual cash flow or revenue perceived by customers.
Comparing prices or sales across different channels or countries where VAT rates differ.
VAT is non-reclaimable (e.g., in hospitality sectors in some regions).
Typical Use Cases:
Consumer behavior insights
Gross revenue reporting
Franchise comparisons (where VAT is part of the end price)
Example KPI: Sales per day (incl. VAT) shows the full turnover generated, useful for retail managers or frontline decision-making.
📊 KPIs without VAT
Used When:
For financial and profitability analysis, where VAT is just a pass-through cost.
In internal performance tracking, where clarity of net margins is essential.
Comparing stores in countries with different VAT rates, to remove tax-induced distortion.
Typical Use Cases:
Margin analysis
Management reporting and P&L
Investor presentations or internal benchmarking
Example KPI: Net sales per labor hour focuses purely on operational efficiency, excluding tax artifacts.
✅ Summary
Analysis Style | Used For | Reason |
With VAT | Operational & gross reporting | Reflects full price paid by customers |
Without VAT | Profitability & internal benchmarking | Excludes non-revenue tax component |
With Returns vs. Without Returns
With Returns vs. Without Returns
📦 KPIs Including Returns
Used When:
You need to focus on net sales and actual retained revenue — what the business truly keeps after returns.
Analyzing customer behavior, e.g., high return rates due to sizing issues, product dissatisfaction, or impulse purchases.
Evaluating full-cycle performance — not just what was sold, but what stuck.
Typical Use Cases:
Return rate analysis
Marketing campaign evaluation (e.g., if a promotion led to many returns)
Understanding real vs. perceived sales volume
Example KPI: Average basket size (incl. returns) helps see what customers initially chose, regardless of post-sale changes.
✅ KPIs Excluding Returns
Used When:
Evaluating profitability, employee performance, or store efficiency without distortion caused by returns processed at a later time or by different staff.
How It Works (Example: Avg. Purchase Value No VAT excl. Returns):
This metric is calculated by dividing Sales (No VAT) by the number of orders, filtered to include only those orders that:
are not cancelled
are not internal sales
This method ensures that returns do not skew the performance of the specific date or person that did not actually handle the return. For example:
If a return is processed a day after the original sale, the original sale day still reflects strong performance.
If a different salesperson processes the return, it doesn’t unfairly affect their metrics.
Aggregation: Average
Formula: net_sales / order_count (filtered for non-cancelled orders)
Use Cases:
Clean daily or individual performance reporting
Bonus and incentive calculations
Operational benchmarking
Industry Insight:
This approach is especially valuable in fashion retail, where return behavior is frequent and timing-sensitive.
In restaurants, this logic helps when adjusting for cancelled receipts or returned items like incorrectly prepared meals, without misattributing fault.
🎯 Summary Table
Analysis Style | Focus | Best For |
Including Returns | Total customer transaction flow | Behavioral insights, campaign analysis, hig-level KPI's and total business performance |
Excluding Returns | Individual days or employees | Profitability, performance metrics, benchmarking, analysing detailed level data |
🏪 Industry Practice
Fashion Retail often tracks both, since returns are common and costly.
Grocery/Retail usually focuses on net KPIs due to low return rates.
Restaurants almost always use excluding returns, since returns (refunds or comps) are operational exceptions.
Sales metrics
Sales metrics
💵 Basic Sales metrics
Sales
Explanation: Total revenue from product sales, including or excluding VAT/Returns.
Use Cases: Used for gross and net revenue reporting. Sales (No VAT) is particularly useful for margin calculations and comparisons across countries.
Variations:
VAT / No VAT
Incl. Returns / Excl. Returns
Sales (pcs)
Explanation: Total number of product units sold. Useful for tracking sales volume and inventory movement.
Formula: sum(orders.products_quantity)
Voided Sales
Explanation: Total value of sales from transactions marked as voided.
Use Cases: It helps monitor cancellations or reversed sales and can highlight operational issues, mistakes, or potential misuse.
Sales Tax
Explanation: The total amount of tax collected on sales, calculated as the difference between gross sales and net sales, excluding internal sales.
Use Cases: It helps show how much of reported revenue is tax rather than actual business income.
Sales Weight
Explanation: Total weight of products sold in kilograms, excluding internal sales.
Use Cases: Useful for tracking volume sold for weight-based items such as produce, meat, or bulk goods.
Reference Sales
Explanation: Total sales value calculated using each product’s reference price multiplied by the quantity sold, excluding internal sales.
Use Cases: It helps compare actual selling performance against a standard or list-price baseline.
Net Campaign Sales
Explanation: Total net sales generated from transactions linked to campaigns, excluding VAT and internal sales.
Use Cases: It helps measure how much revenue marketing or promotional campaigns are driving.
Last Sales
Explanation: Shows the latest date in the selected period when sales is recorded, excluding internal and cancelled transactions.
First Sales
Explanation: Shows the first date in the selected period when sales is recorded, excluding internal and cancelled transactions.
🛒 Basket Size and Transaction Variety metrics
Avg. Purchase Size
Explanation: Measures the average number of items per transaction. It reflects the overall quantity of items customers purchase in a single visit.
Formula: sales_pcs / order_count
Aggregation: Average
Use Cases: Assesses customer buying patterns and the impact of multi-item promotions.
Benchmarks: Retail: 2–5 items, Restaurant: 1.5–3 items per transaction.
Variations:
Incl. Returns
Excl. Returns (returns filtered out to avoid skewing results)
Avg. No. of Unique Items per Transaction
Explanation: Captures the diversity of products per sale.
Formula: unique_items / order_count
Aggregation: Average
Use Cases: Helps track cross-selling effectiveness.
💰 Pricing and Transaction Size metrics
Avg. Purchase Value / Sales per Transaction
Explanation: The average revenue generated per transaction (per receipt).
Formula Example (No VAT, Incl. Returns): net_sales / order_count
Aggregation: Average
Use Cases: Key for profitability assessment and AOV (Average Order Value) tracking. Can be used to assess spending behavior and upsell/cross-sell and price increase success.
Benchmarks: Retail: €20–100, Restaurant: €8–25.
Variations:
VAT / No VAT
Incl. Returns / Excl. Returns
Avg. Unit Sales Value
Explanation: Shows the average cost or sales value per unit sold, helping with pricing and profitability analysis.
Formula Examples:
Purchase Price (No VAT):
net_purchases / sales_pcsSales Price (No VAT):
net_sales / sales_pcs
Aggregation: Average
Use Cases: When used on a product level, metric will help estimate the total effects of discounts given (especially when compared with the list price, ie. Avg. product sales price)
Variations:
Purchase vs. Sales
VAT / No VAT
Rate of Transactions with Multiple/single Items %
Explanation: Proportion of transactions with more than one item, or the opposite (transactions with only one item)
Formula example: multiple_order_count / order_count
Aggregation: Average
Use Cases: To analyse customer buying behaviour and success of cross-selling campaigns.
Avg. No. of Identified Customer Transactions
Explanation: Shows the average number of purchases made by each unique identified customer who has valid IDs in our database (eg., registered/loyalty customers).
Formula example: count_customers / order_count
Aggregation: Average
Use Cases: To analyse customer engagement, loyalty and the growing sales behavior.
🤏 Amount related metrics
No. of Orders
Explanation: Shows the number of unique orders, excluding canceled or internal sales.
Variations:
Incl. Returns / Excl. Returns
Unique items
Explanation: Counts the total number of distinct item lines sold across transactions, excluding cancelled and internal sales.
Use Cases: It helps you understand product variety sold and how broad customer purchases are over the selected period.
Sales Items (Excluding Returns)
Explanation: Total number of product units sold, excluding returned, cancelled, and internal sales.
Use Cases: It helps you understand true sales volume and product movement.
Voided Sales Items
Explanation: Total number of product units from transactions marked as internal sales or voided sales activity.
Use Cases: It helps monitor non-regular sales movement and control how much stock is affected by internal or canceled transactions.
Transaction Items
Explanation: Total number of items sold across all transactions including returns, excluding internal sales.
Use Cases: It helps you understand sales volume and how much product is moving through your business.
Order Count with Single Item
Explanation: Counts the number of completed, non-internal transactions that contained exactly one item.
Use Cases: It helps you understand how often customers make single-item purchases, which can be useful for analyzing shopping behavior and basket size.
Order Count with Multiple Items
Explanation: Counts the number of completed, non-internal transactions that included more than one item.
Use Cases: It helps you understand how often customers make single-item purchases, which can be useful for analyzing shopping behavior and basket size.
Order Row Count
Explanation: Total number of sales line items across all valid transactions, excluding cancelled and internal sales over the selected period.
Use Cases: It helps you understand how many individual product rows were sold, which is useful for analyzing basket composition and sales activity.
Variations:
Incl. Returns / Excl. Returns
📦 Costs of Goods Sold
About CoGS in general: The price of the goods sold is determined by the inventory valuation logic of the PoS. Methods vary from FiFo, to moving average.
Avg. Unit Purchase Value
Explanation: Shows the average cost per unit sold, helping with pricing and profitability analysis.
Formula Examples:
Purchase Price (No VAT):
net_purchases / sales_pcs
Aggregation: Average
Variations:
VAT / No VAT
Product Purchase Price
Explanation: Shows the average purchase cost of products based on their latest recorded buy price.
Aggregation: Average
Product Sales Price
Explanation: Shows the average selling price per product unit excluding VAT.
Aggregation: Average
📊 Margins and Profitability
Gross Margin and Net Margin
Explanation: Represents profitability. Gross margin includes VAT, net margin excludes it.
Formula: Sales - COGS
Use Cases: Profitability assessment, pricing strategy, and supplier evaluation. Also a great KPI to analyse accross products and product categories.
Average purchase Margin
Explanation: Indicates how much profit is made per transaction, either as a value or a percentage.
Formula Example:
Absolute:
profit_with_tax / order_countPercentage:
profit / net_sales
Aggregation: Average
Use Cases: Tracks profitability per sale and helps identify pricing issues.
Variations:
VAT / No VAT
Incl. Returns / Excl. Returns
Currency amount / % format
Product Sales Margin
Explanation: Indicates how much profit is made per product, either as a value or a percentage.
Use cases: It helps you understand how much margin each product generates on average or percent and supports pricing and product profitability analysis.
Variations:
Currency amount / % format
⏱️🏢 Sales Efficiency
Sales per Hour or Day
Explanation: Measures revenue performance relative to operational hours or labor input.
Formula Examples:
Sales per Sales Hour:
gross_sales / workhours_salesSales per working Hour:
gross_sales / workhours_totalSales per Day:
gross_sales / days_openSales per Hour:
gross_sales / hours_open
Aggregation: Average
Use Cases: Tracks productivity, staff efficiency, and operational tempo.
Benchmarks: Retail: €100–€400/h, Restaurants: €40–€150/h.
Variations:
VAT / No VAT
Sales per m²
Explanation: Tracks how much revenue is generated per square meter of store space.
Formula: gross_sales / store_area
Aggregation: Average
Use Cases: Helps evaluate location productivity and rent efficiency.
Benchmarks: Retail: €5,000–€15,000/m² annually.
Variations:
VAT / No VAT
store m² / department m²
Sales per Customer Seat
Explanation: Revenue amount per customer seat
Formula example: sales / customer_seats'
Aggregation: Average
Use Cases: Sales efficiency by seats available
Variations:
VAT / No VAT
Department/ Whole store/restaurant
🛍️ Customer related metrics
Customer Avg. Purchase value
Explanation: The total Sales (VAT) by the number of Identified Customers, considering only customers with a valid ID and excluding internal sales
Examples:
Formula: sales / customer_count'
Aggregation: Average
Use Cases: CRM analysis, campaign performance, customer segmentation, marketing analysis.
No. of Identified Customers
Explanation: The number of customers with a valid ID and excluding internal sales.
No. of New Customer
Explanation: The number of customers with a valid ID that have the creation date after the selected period.
Total Customer
Explanation: The number of customers with a valid ID that have the creation data before the selected period.
Customer Repeat Count
Explanation: Counts the number of distinct identified customers who made a repeat purchase within 90 days of an earlier purchase, excluding cancelled and internal sales.
Use cases: It helps you understand short-term customer retention and how many customers are coming back to buy again.
Customer Repeat Purchase %
Explanation: A proportion of identified customers who made more than one purchase within the selected time period.
Formula: customer_repeat_count / customer_count'
Aggregation: Average
Use cases: Identifying loyal customers, customer retention analysis
Identified Customer Receipts
Explanation: Counts the number of unique receipts linked to identified customers, excluding internal sales.
Use cases: It shows how many transactions can be attributed to known customers, helping you track customer engagement and loyalty activity.
Rate of Transactions with Identified Customer %
Explanation: The propotion of the transactions in which a customer was identified.
Formula: identified_customer_receipts / order_count_with_returns'
Aggregation: Average
Use cases: Measuring customer recognition capabilities, measuring success of customer loyalty programs
Customer Start Count
Explanation: Counts the number of distinct identified customers who had a valid starting purchase frequency segment in the selected period.
Use cases: It helps you understand the size of the customer base included at the beginning of customer frequency or loyalty analysis. This metric is also base metric to calculate other metrics.
Customer End Count
Explanation: Counts the number of distinct identified customers at the end of the selected period, based on customers who remain active in the customer segmentation data.
Use cases: Useful for understanding the current size of your active customer base for retention and loyalty analysis. This metric is also base metric to calculate other metrics.
Guest Customers
Explanation: Counts the number of customers classified as Guest in the selected period.
Use cases: Combining with other sales metrics, it helps you understand how much of your traffic comes from non-registered or anonymous shoppers compared with identified customers.
Guest Customer Sales
Explanation: Total sales/net sales generated from purchases made by guests, meaning transactions not linked to an active registered customer account.
Use cases: It helps you understand how much revenue comes from anonymous or one-time shoppers versus identified customers.
Variations:
VAT / No VAT
Registered Customers
Explanation: Counts the number of customers who are marked as registered in your customer database.
Use cases: It helps you track the size of your known customer base for loyalty, CRM, and targeted marketing activities.
Registered Customer Sales
Explanation: Total sales/net sales revenue generated from customers who are currently registered and active at the time of purchase (the registered date is before the ordered date), excluding internal sales.
Use cases: It helps track how much revenue comes from known, enrolled customers versus the broader customer base.
Variations:
VAT / No VAT
Unregistered Customers
Explanation: Counts the number of customers marked as unregistered in the selected period.
Use cases: Combining with other metrics, it helps show how many purchases come from customers without a registered profile, useful for understanding identification coverage and loyalty program opportunities.
Subscribed Customers
Explanation: Counts the number of customers who are marked as subscribed.
Use cases: It helps you track the size of your active subscriber base for marketing, loyalty, or membership-related analysis.
Unsubscribed Customers
Explanation: Counts the number of customers marked as unsubscribed in your customer subscription data.
Use cases: Use it to understand the size of the audience no longer receiving your communications and to track changes in customer engagement over time.
Loyalty Points
Explanation: Total number of loyalty points earned or used in customer transactions, excluding internal sales.
Use cases: It helps track customer engagement with the loyalty program and the overall impact of rewards activity on sales.
◀️ Returned related metrics
No. of Returned Products
Explanation: Total number of products returned by customers due to order cancellations, excluding internal sales.
No. of Returned Transactions
Explanation: Measures the total number of return transactions. A transaction is considered a return transaction only when the total transaction value is negative. Transactions containing a mix of positive and negative rows (e.g., a sale and a return on the same transaction) are not counted as return transactions.
Sales Value of Returned Products
Explanation: Total cost or sales value of returned products.
Aggregation: Sum
Variations:
VAT / No VAT
Return Value per Sales %
Explanation: Measures the proportion of returned value relative to total sales.
Aggregation: Average
Return Percent of Sold Items %
Explanation: Measures the proportion of returned items relative to the total items sold.
Aggregation: Average
Return Receipts %
Explanation: Measures the proportion of total number of return receipts by the total number of orders.
Formula: receipt_returns / order_count'
Aggregation: Average
Return Cost Value
Explanation: Total cost value of returned items, based on their purchase price and excluding internal sales.
Use Cases: It helps show how much inventory cost is coming back through returns, excluding internal sales.
Variations:
VAT / No VAT
🥳 Discount related metrics
Discount
Explanation: Total discounts from orders. If there are no discount, the result defaults to zero.
Variations:
VAT / No VAT
Incl. Returns / Excl. Returns
Discount %
Explanation: Measures the proportion of the total discounts by the sum of total discounts plus gross sales.
Formula: rebate / (rebate + sales)'
Aggregation: Average
Sales without Discount
Explanation: Total sales value before discounts or rebates are deducted, excluding internal sales.
Variations:
VAT / No VAT
Campaign Discount
Explanation: Total value of discounts granted through campaigns or promotions, excluding internal sales.
Variations:
VAT / No VAT
🕒 Time/Space related metrics
Business Days
Explanation: Counts the number of days in the selected period when the store was open for business.
Use cases: Useful for comparing sales performance across periods by accounting for differences in trading days.
Open Sales Days
Explanation: Counts the number of days in the selected period when the store was open and recorded sales.
Use cases: It helps put sales results in context by showing how many active selling days contributed to performance.
Sales Days
Explanation: Counts the number of distinct days in the selected period when sales were recorded.
Use cases: It helps users understand how many active selling days are included in the analysis and compare performance across time periods.
Sales Hours
Explanation: Counts the number of distinct hours in which at least one sale was recorded during the selected period.
Use cases: It helps show how sales are distributed over trading time and can be used to compare store activity and sales productivity by hour.
Department Customer Seats
Explanation: Total number of customer seats available across the selected departments, excluding internal sales.
Use cases: Useful for comparing seating capacity with sales performance, such as revenue per seat.
Customer Seats
Explanation: Total number of customer seats available across the selected stores.
Use cases: Useful for analyzing capacity and comparing revenue or traffic performance relative to seating, especially when used in metrics like sales per seats.
Store Area
Explanation: The total selling area of the selected store locations, measured in square meters.
Use cases: It helps compare sales productivity across stores, especially when used in metrics like sales per m².
Department Area
Explanation: The total floor space allocated to the selected departments, measured in square meters.
Use cases: It helps compare how much selling area each department uses against its sales performance and space efficiency.
Inventory metrics
Inventory metrics
📦 Basic Inventory metrics
Period End Inventory Value
Explanation: Total purchase cost of inventory on hand at the last day of the specified period.
Use Cases: Helps monitor the value of inventory remaining at the end of a period, enabling better inventory planning and help to calculate other metrics.
Variations:
VAT / No VAT
Period Start Inventory Value
Explanation: Total purchase cost of inventory on hand at the first day of the specified period.
Use Cases: Helps monitor the value of inventory currently at the start of a period, enabling better inventory planning and help to calculate other metrics.
Variations:
VAT / No VAT
Period End Inventory Retail Value
Explanation: The total expected sales value of inventory remaining on hand at the last day of a specified period, based on its retail selling price.
Use Cases: Helps estimate the potential sales value of remaining inventory and identify overstocked or understocked inventory and help to calculate other metrics.
Variations:
VAT / No VAT
Period Start Inventory Retail Value
Explanation: The total expected sales value of inventory on hand at the first day of a specified period, based on its retail selling price.
Use Cases: Helps estimate the potential sales value of opening inventory and compare changes in inventory value over the reporting period.
Variations:
VAT / No VAT
Avg. Inventory Value
Explanation: Measures the average daily inventory value at purchase cost by summing the daily inventory snapshots and dividing by the number of days in the selected period.
Use Cases: Helps measure the average inventory investment over a period and supports inventory planning and replenishment decisions.
Variations:
VAT / No VAT
Avg. Inventory Retail Value
Explanation: Measures the average daily retail value of inventory on hand by summing the daily inventory snapshots at retail selling price and dividing by the number of days in the selected period.
Use Cases: Helps measure the average inventory retail price over a period.
Variations:
VAT / No VAT
Period End Inventory Amount (pcs)
Explanation: The total number of inventory units (pieces) on hand at the last day of the specified period.
Use Cases: Useful for tracking inventory movement, identify stock shortages or overstock and inventory planning.
Period Start Inventory Amount (pcs)
Explanation: The total number of inventory units (pieces) on hand at the first day of the specified period.
Use Cases: Useful for tracking inventory movement, identify stock shortages or overstock and inventory planning.
Avg. Inventory Amount (pcs)
Explanation: Measures the average inventory units (pieces) on hand by summing the daily inventory snapshots and dividing by the number of days in the selected period.
Use Cases: Helps measure the average inventory units over a period.
First Inbound Purchase Date
Explanation: The first date in the selected period when a valid inbound purchase (inventory receipt) was recorded in the system. A valid inbound purchase is one that has not been cancelled and includes at least one product item.
Symbol: mm/dd/yyyy
Use Cases: Helps for inventory planning.
Latest Inbound Purchase Date
Explanation: The latest date in the selected period when a valid inbound purchase (inventory receipt) was recorded in the system. A valid inbound purchase is one that has not been cancelled and includes at least one product item.
Symbol: mm/dd/yyyy
Use Cases: Helps for inventory planning.
Inventory Unit Value
Explanation: Shows the purchase cost per unit of inventory, based on the value recorded for items in stock.
Use Cases: It helps assess stock cost levels and supports inventory valuation and margin analysis.
Variations:
VAT / No VAT
Inventory Retail Unit Value
Explanation: Shows the retail selling value per unit of inventory, based on the current unit sales price.
Variations:
VAT / No VAT
Reference Inventory Value
Explanation: Shows the total value of inventory on hand based on each product’s reference price rather than its selling price or cost.
Use Cases: It helps estimate the standard value of stock available and monitor how inventory value changes over time. (ask)
Available Inventory Items
Explanation: Shows the number of items currently available in inventory at the last day of selected period. The item is consider available if it is in stock and not reserved.
Use Cases: It helps users monitor stock availability and identify whether inventory levels are sufficient to meet demand or restock.
Inventory Available Items Period Start
Explanation: Shows the number of items available in inventory at the first day of selected period. The item is consider available if it is in stock and not reserved.
Use Cases: It helps users monitor stock availability and identify whether inventory levels are sufficient to meet demand or restock.
Avg. Available Inventory Items
Explanation: Measures the average available inventory units (pieces) on hand by summing the daily available inventory snapshots and dividing by the number of days in the selected period.
Use Cases: Helps measure the average available inventory items over a period.
Inventory Available Days
Explanation: Shows the number of days during the selected period when at least one inventory item was available.
Use Cases: Helps monitor inventory availability over time, identify stockout periods.
Inventory Reorder Point
Explanation: Shows the inventory reorder point, which is the minimum stock level that triggers a replenishment order. When inventory falls to or below this level, the item should be reordered to avoid stockouts. This metric is used mostly for product level, and the value show the latest reorder point within selected period, for category level, the value is average.
Use Cases: Helps identify products need to be reordered, prevent stockouts.
Inventory Max Reorder Quantity
Explanation: Shows the inventory max reorder quantity, which is the upper limit of stock you should hold. This metric is used mostly for product level, and the value show the latest reorder point within selected period, for category level, the value is average.
Use Cases: Helps prevent overstocking.
Inventory Items
Explanation: The total number of distinct products (count by Product ID) currently recorded in inventory.
Inventory Last Received
Explanation: Shows the latest date in the selected period when inventory quantity increased.
Number Of Goods Sold
Explanation: Total number of product units sold over the selected period. It helps track sales volume and understand how quickly inventory is moving.
Inventory Models
Explanation: Shows the total number of distinct product models in inventory during the selected period.
Use Cases: Use this metric to analyze inventory at the product model level rather than by individual SKUs. It is especially useful in fashion retail, where products are available in multiple sizes and colors but belong to the same model.
🔁 Inventory Transfer
About Inventory Transfer: Inventory Transfer is the movement of inventory from one warehouse or storage location to another. Transfers may occur within the same facility (between internal storage locations) or between different facilities, such as warehouses, distribution centers, or manufacturing sites, to ensure inventory is available where it is needed.
Use Cases: Use this metric to monitor inventory transfers between locations, helping balance stock levels, reduce overstock and stockouts, and improve inventory distribution efficiency.
Inventory Transfer Sent
Explanation: The total of product purchase costs of all sent transfer items in the selected period.
Variations:
VAT / No VAT
Inventory Transfer Received
Explanation: The total purchase cost of all inventory transfer items successfully received in the selected period. Items are considered received once they have been delivered and fully processed into inventory.
Variations:
VAT / No VAT
Inventory Transfer Sent Retail Value
Explanation: The total of unit retail price of all sent transfer items in the selected period.
Variations:
VAT / No VAT
Inventory Transfer Received Retail Value
Explanation: The total of unit retail price of all received transfer items in the selected period.
Variations:
VAT / No VAT
Inventory Transfer Sent (pcs)
Explanation: The total of number of all sent transfer items in the selected period.
Inventory Transfer Received (pcs)
Explanation: The total of number of all received transfer items in the selected period.
Inventory Transfer Sent Delivered (pcs)
Explanation: The total number of inventory units (pieces) successfully delivered from the sending location as part of completed inventory transfers.
Inventory Transfer Received Delivered (pcs)
Explanation: The total number of inventory units (pieces) successfully delivered to the destination location as part of completed inventory transfers. This value may be higher than Inventory Transfer Received (pcs) because delivered items may still be awaiting processing before they are officially recorded in inventory.
✅ Inventory Adjustment
About Inventory Adjustment: An inventory adjustment is an increase or decrease in a company's inventory to explain theft, broken products, loss or other errors. Positive values indicate inventory added through adjustments, while negative values indicate inventory removed through adjustments.
Inventory Adjustment Amount (pcs)
Explanation: The total number of inventory units (pieces) added to or removed from inventory through inventory adjustments during the selected period.
Inventory Adjustment Value
Explanation: The total purchase cost of inventory added to or removed from inventory through inventory adjustments during the selected period.
Inventory Adjustment Retail Value
Explanation: The total retail (selling) value of inventory added to or removed from inventory through inventory adjustments during the selected period.
Sales Orders metrics
Sales Orders metrics
📝 Basic Sale Orders metrics
Order Intake
Explanation: The total sales value of all sales orders placed within the selected period, excluding cancelled orders.
Variations:
VAT / No VAT
Order Intake (pcs)
Explanation: The total quantity of product units ordered during the selected period.
Sales Order Intake Purchase Value
Explanation: The total purchase costs of all sales orders placed within the selected period, excluding cancelled orders.
Variations:
VAT / No VAT
Sales Order Count
Explanation: Shows the number of sales order in the selected period.
Sales Order Customer Count
Explanation: Shows the number of distinct identified customer who have valid customer ID in the system in the sales order in the selected period.
Sales Order Row Count
Explanation: Total number of sales line items across all valid transactions, excluding cancelled orders that have been placed after the start of the selected period.
Use Cases: It helps you understand how many individual product rows were ordered over time, which is useful for analyzing basket composition and sales activity.
Sales Orders Discount
Explanation: Indicate the discount in the sales order, either as a value or a percentage.
Use Cases: Tracks discount of sales orders, focus on campaign and discount related.
Variations:
VAT / No VAT
Currency amount / % format
Avg. Sales Orders Lead Time (days)
Explanation: The average of the difference in days between the order date and the invoice date for all sales order that are not cancelled. The calculation only includes sales order where the order date is less than or equal to the invoice date.
🆕 New Sale Orders metrics (specific use case)
New Sales Order
Explanation: The total sales value of all sales orders ordered for delivery by the end of the selected period, including both delivered orders and orders planned for delivery.
Variations:
VAT / No VAT
New Sales Order - Ordered Quantity (pcs)
Explanation: The total quantity of product units ordered for delivery by the end of the selected period, including both delivered orders and orders planned for delivery.
New Sales Orders - Purchase Value
Explanation: The total purchase costs of all sales orders ordered for delivery by the end of the selected period, including both delivered orders and orders planned for delivery.
Variations:
VAT / No VAT
New Sales Orders - Margin
Explanation: Indicates how much profit is made from new sales orders, either as a value or a percentage.
Formula Example:
Percentage: net_new_orders_profit / net_new_orders_value.abs
Aggregation: Average
Use Cases: Tracks profitability of new sales orders.
Variations:
VAT / No VAT
Currency amount / % format
🚛 Delivered Sales Orders metrics
Delivered Orders
Explanation: Total sales value of orders that have been successfully delivered, excluding cancelled orders.
Variations:
VAT / No VAT
Delivered Orders Profit
Explanation: Total profit of orders that have been successfully delivered, excluding cancelled orders.
Variations:
VAT / No VAT
Delivered Sales Orders Margin %
Explanation: Indicates the percentage of profit made from delivered sales orders.
Formula: net_delivered_orders_profit / net_delivered_orders_value.abs
Aggregation: Average
Use Cases: Tracks profitability of delivered sales orders.
Delivered Quantity
Explanation: The total quantity of product units that have been delivered.
Use Cases: It helps you track your delivery performance.
Delivered Items
Explanation: The total number of distinct products (unique product IDs) that have been delivered.
Use Cases: It helps you track your delivery performance.
🔄 Open Sales Orders metrics
Open Sales Orders
Explanation: The total sales value of all sales orders that are still open (not delivered) placed within the selected period, excluding cancelled orders., excluding cancelled orders.
Open Sales Orders - Ordered Quantity (pcs)
Explanation: The total quantity of product units ordered that are still open (not delivered) during the selected period.
Open Sales Orders - Margin
Explanation: Indicates revenue of sales ordered that are still open (not delivered) during the selected period, either in value or percentage.
Formula %: net_open_orders_profit / net_open_orders_value.abs
🧮 Total Sales Orders metrics
Total Sales Orders per Delivery Date
Explanation: The total sales value of all sales orders per delivery date (both open and delivered), excluding cancelled orders.
Aggregation: Average
Use cases: This metric helps to track the delivery performance to access the sales in specific selected delivery date.
Variations:
VAT / No VAT
Total Sales Orders per Delivery Date (pcs)
Explanation: The total quantity of product units of all sales orders per delivery date (both open and delivered), excluding cancelled orders.
Use cases: This metric helps to track the delivery performance and keep track if there is any potential issues in delivery.
Total Sales Orders per Delivery Date - Margin
Explanation: Indicates how much profit is made from new sales orders, either as a value or a percentage.
Formula Example:
Percentage: net_total_orders_profit / net_total_orders_value.abs
Aggregation: Average
Use Cases: Tracks profitability of sales orders, focus on delivery date.
Variations:
VAT / No VAT
Currency amount / % format
Avg. Sales Order Value
Explanation: Shows average of sales value from all sales orders in the selected period.
Formula:
No VAT: net_total_orders_value / salesorder_count
VAT: total_orders_value / salesorder_count
Variations:
VAT / No VAT
Avg. Sales Orders Quantity (pcs)
Explanation: Shows average of sales value from all sales orders in the selected period.
Formula: total_ordered_quantity / salesorder_count
🗓️ Sale Order Book metrics
About Order book: This metric is useful for forecast the future revenues, especially in the business where the delivery time is long.
Orderbook Value Start
Explanation: The total sales value of all sales orders placed at the first day of the selected period, excluding cancelled orders.
Variations:
VAT / No VAT
Orderbook Value End
Explanation: The total sales value of all sales orders placed at the last day of the selected period, excluding cancelled orders.
Variations:
VAT / No VAT
Orderbook Purchase Value Start
Explanation: The total purchase costs of all sales orders placed at the first day of the selected period, excluding cancelled orders.
Variations:
VAT / No VAT
Orderbook Purchase Value End
Explanation: The total purchase costs of all sales orders placed at the end day of the selected period, excluding cancelled orders.
Variations:
VAT / No VAT
📄 Offers with Order metrics
Offers With Order Count
Explanation: Total number of sales line items across all orders that were created from an offer, excluding cancelled orders that have been placed after the start of the selected period.
Use Cases: It helps you understand how many individual product rows were ordered over time, which is useful for analyzing basket composition and sales activity.
Offers With Order Sales Value
Explanation: Counts the number of orders that were created from an offer, excluding cancelled orders.
Use Cases: It helps you track how often offers are converted into actual orders.
Offers With Order Item Count
Explanation: Total sales value generated from offer linked to an ordered, excluding cancelled orders.
Use Cases: It helps you understand how much revenue your offers or quotations are converting into actual ordered business.
🧩 Other Sale Orders metric
Planned Quantity
Explanation: The total quantity of product units that have been planned.
Oversales Quantity
Explanation: The total quantity of product units that have been over-sale.
Total Deposit Value
Explanation: Total value of deposits collected from customer orders, excluding cancelled orders.
Total Tender Value
Explanation: Total value of payments received from completed transactions, excluding cancelled orders. It helps track how much money customers actually paid across all tenders during the selected period.
Order Gross Weight
Explanation: Total gross weight of all non-cancelled orders in the selected period.
Use Cases: Useful for understanding shipment volume and supporting logistics, freight cost, and capacity planning.
Purchases metrics
Purchases metrics
Purchases
Explanation: The total purchase cost of goods purchased from suppliers, excluding cancelled purchases.
Variations:
VAT / No VAT
Purchases (pcs)
Explanation: Total number of product units purchased. Useful for tracking purchasing volume, inventory replenishment plan.
Purchases Delivered (pcs)
Explanation: Total number of product units purchased that have been delivered and fully processed into inventory in the selected period.
Inbound Purchases Retail
Explanation: Total value of delivered inventory purchases calculated at retail selling price, excluding cancelled purchase lines.
Use cases: It helps estimate the potential sales value of incoming stock rather than its actual cost.
Variations:
VAT / No VAT
Purchase Orders metrics
Purchase Orders metrics
🛒 Basic Purchase Orders metrics
About Purchase Order Intake metrics: Purchase Order Intake metrics are based on the purchase order date. They include purchase orders with an order date that falls within the selected period, regardless of whether the delivery date falls inside or outside the selected period.
Purchase Orders Intake
Explanation: The total purchase costs of all purchase orders placed within the selected period, excluding cancelled orders.
Variations:
VAT / No VAT
Purchase Order Intake (pcs)
Explanation: The total quantity of product units included in purchase orders created during the selected period, excluding cancelled purchase orders.
Use cases: Helps track purchase order volume and inventory planning.
Avg. Purchase Orders Lead Time (days)
Explanation: The average number of days between the order date and the delivery date for all non-cancelled purchase orders. The calculation includes only purchase orders where the order date is on or before the delivery date. When a time range is selected, only purchase orders with an order date within the selected period are included.
Use cases: Use this metric to identify changes in supplier delivery times, optimize purchasing schedules, and reduce the risk of stock shortages.
🆕 New Purchase Orders (specific use case)
New Purchase Orders
Explanation: The total purchase costs of all purchase orders ordered for delivery by the end of the selected period, including both delivered orders and orders planned for delivery.
Variations:
VAT / No VAT
New Purchase Orders - Ordered Quantity (pcs)
Explanation: The total quantity of product units ordered from suppliers through purchase orders created for delivery by the end of the selected period, including both delivered orders and orders planned for delivery.
🚛 Delivered Purchase Orders metrics
About Delivered Purchase Order metrics: Purchase Order Delivered metrics are based on the delivery date. They include delivered purchase orders with an expected delivery date that falls within the selected period, regardless of when the purchase order was created.
Delivered Purchase Orders
Explanation: Total purchase costs of purchase orders that have been successfully delivered, excluding cancelled orders.
Variations:
VAT / No VAT
Delivered Purchase Orders Retail Value (No VAT)
Explanation: Total retail selling price of purchase orders that have been successfully delivered, excluding cancelled orders.
Variations:
VAT / No VAT
Quantity Delivered (pcs)
Explanation: The total number of product units purchased with a delivery date that falls within the selected period. This value may be higher than Purchases Delivered (pcs) because delivered items may not yet have been processed and recorded in inventory during the selected period.
Use cases: Helps track delivered purchase quantities and identify delays between delivery and inventory processing.
First Purchase Orders Delivery Date
Explanation: The earliest delivery date among all non-cancelled purchase orders scheduled for delivery within the selected period.
Use cases: Use this metric to identify the earliest expected supplier delivery within the selected period, helping plan inventory replenishment and receiving activities.
Latest Purchase Orders Delivery Date
Explanation: The latest delivery date among all non-cancelled purchase orders scheduled for delivery within the selected period.
🔄 Open Purchase Orders metrics
About Open Purchase Order metrics: This metric considers purchase orders that have created but not yet delivered. Open Purchase Order metrics are based on the delivery date. They include open purchase orders with an expected delivery date that falls within the selected period, regardless of whether the order date falls inside or outside the selected period.
Open Purchase Orders
Explanation: The total purchase cost of open purchase orders that have not yet been delivered, excluding cancelled orders. Selecting a future time range helps estimate future purchasing costs and supports budget planning.
Variations:
VAT / No VAT
Open Purchase Order Retail Value
Explanation: The total retail selling price of open purchase orders that have not yet been delivered, excluding cancelled orders. Selecting a future time range helps estimate future profit.
Variations:
VAT / No VAT
Purchase Orders Open Ordered Quantity
Explanation: The total quantity of product units of open purchase orders that have not yet been delivered, excluding cancelled orders. Selecting a future time range helps estimate future profit.
🧮 Total Purchase Orders metrics
About Total Purchase Orders: Total Purchase Orders per Delivery Date metrics are based on the delivery date. They include both open and delivered purchase orders with an expected delivery date that falls within the selected period.
Total Purchase Orders Per Delivery Date
Explanation: The total purchase cost of open and delivered purchase orders, excluding cancelled orders. The metric includes purchase orders scheduled for delivery within the selected period, making it useful for forecasting future purchasing costs. This metric can also be used to see the total purchase orders across selected delivery date.
Variations:
VAT / No VAT
Total Purchase Orders Value Per Delivery Date - Retail Value
Explanation: The total retail selling price of open and delivered purchase orders, excluding cancelled orders.
Variations:
VAT / No VAT
Total Purchase Orders Per Delivery Date (pcs)
Explanation: The total quantity of product units of open and delivered purchase orders, excluding cancelled orders.
🗓️ Purchase Order Book metrics
Purchase Orderbook Value Start
Explanation: The total purchase costs of all purchase orders placed at the first day of the selected period, excluding cancelled orders.
Variations:
VAT / No VAT
Purchase Orderbook Value End
Explanation: The total purchase costs of all purchase orders placed at the last day of the selected period, excluding cancelled orders.
Variations:
VAT / No VAT
🧩 Other Purchase Orders metrics
Purchase Order Rebate
Explanation: Total discount of all non-cancelled purchase orders that have delivery date within the selected period. (not calculate when the delivery date is blank)
Use Cases: Tracks discount of purchase orders, focus on cost planning.
Variations:
VAT / No VAT
Purchase Order Gross Weight
Explanation: Total gross weight of all non-cancelled purchase orders in the selected period. Useful for tracking inbound goods volume and planning logistics, storage, and handling needs.