Sales Activity Report

note

The Insights menu and Standard Reports or Reports Overview sub-menu are only visible if you have the correct permissions to access reports.

The Sales Activity dashboard provides an instant and customizable sales tracker. It offers high-level trend data for key performance metrics as well as detailed comparisons across different dimensions or combinations of dimension hierarchies.

The Sales Activity dashboard consists of three reports:

1. Sales Activity - Detail Analysis
2. Sales Activity - KPI and Data Cube
3. Sales Activity - Product Details

See the corresponding sections below for more information about each report. Note: For more information about specific metrics within this report, see the Loyalty Product Reporting Training Handbook available from your Exchange Solutions representative.

Sales Activity - Detail Analysis Report

This report provides an instant and customizable sales tracker with high-level trends for key performance metrics and detailed comparisons across dimensions or combinations of dimension hierarchies.

The report shows KPIs for four key categories — Sales & Margin, Members, Transactions, and Rewards — for both loyalty and non-loyalty, broken down by different dimensions. It is used to gain insight into program performance and support strategic sales management.

You can also access a data cube to create customized views of sales activity.

The report lets you view loyalty sales data in the context of overall sales data, and compare margins, transactions, loyalty transaction penetration, volume, number of active members, base and bonus points awarded, total points issued and redeemed, current vs. last fiscal period, running totals for the current fiscal period, store comparisons, and loyalty sales penetration.

note

If displayed, the Loyalty Identifier lets you select which attribute was used in the transaction to identify loyalty (for example, Loyalty ID, Email, Phone Number, and so on).

Access, manage, and filter the report

To access the Sales Activity - Detail Analysis report:

1. Navigate to Insights > Reports Overview > Standard Reports.
2. Depending on the Console interface you're using, click either Loyalty Performance > Sales Activity or Sales Activity > Sales Activity - Detail Analysis. The Sales Activity - Detail Analysis report is displayed.

To use the controls on the bottom toolbar, refer to the Common Controls for Reports topic.

To filter the results in the Sales Activity - Detail Analysis report:

1. Access the Sales Activity - Detail Analysis report as described above, then go to the filter section at the top.
2. Select the Transaction Date range. Only transactions within this range are included in the visualizations.
3. Choose the Select Metric value. A wide range of metrics is available to focus the report on a particular aspect of sales activity during the selected date range.

4. In View Metric By, choose the metrics used to display the first two sections of the report (Current Vs. Last and Running Total - Current Vs. Last). Options include Fiscal Weeks in Fiscal Year, Fiscal Months in Fiscal Year, Days in Fiscal Week, or Days in Calendar Month.
5. If your company has more than one business unit, leave the default (All) or select one or more business units and click Apply.
6. Choose the Primary Payment Type — either All or deselect specific types and click Apply to filter to particular payment types.
7. Select the Channel — either All or deselect specific channels and click Apply to filter the visualizations to selected transaction channels.
8. Set the Device/Terminal Type — either All or select specific types such as In-Store POS, Outside Store POS, Self Checkout, Online, or Console, then click Apply. Values shown depend on your environment's configuration.
9. Select the Store Division. The default is All. Deselect any divisions to exclude and click Apply. This may not appear if not configured for your company.
10. Specify the Store Province/State — either All or select specific provinces or states, then click Apply.
11. Choose the Store Number — the default is All. Deselect any to exclude and click Apply.
12. Specify the Store Name — either All or deselect specific stores and click Apply.
13. Choose the Site Group — either All or a specific group.
14. If configured, an Outlier Flag dropdown is also shown. This lets you flag transactions based on outlier percentage (by transaction amount or points) and show results with or without outlying data.

The filter settings at the top of the report are reflected in the Current Vs. Last and Running Total - Current Vs. Last sections.

Current Vs. Last and Running Total - Current Vs. Last Sections

The Current Vs. Last and Running Total - Current Vs. Last sections visualize trends over time based on the filter settings chosen. The section titles change to reflect the selected View Metric By setting.

The Current Vs. Last line chart provides a direct day-to-day, week-to-week, or month-to-month comparison between current and previous periods based on the selected metric. The Running Total - Current Vs. Last line chart provides a cumulative comparison between current and previous periods.

To focus the results in these sections:

1. Access the Sales Activity - Detail Analysis report and set the filters at the top of the page, then scroll to the first two sections.
2. Click a legend item to highlight the corresponding trend line and its related metrics.

3. Hover over any data point in the line charts to see more information.

Comparison Sections

The charts at the bottom of the report provide an intuitive way to visualize the locality, spread, and skewness of selected dimension groups based on the sales metric selected in the filters at the top of these sections.

The chart on the left is a box plot. The "box" represents where 50% of the results landed — from the bottom line (25th percentile) to the upper line (75th percentile). The middle point of the box, where the shading color changes, is the median. The "whiskers" (the lines above and below the box) represent the boundaries for almost all values; data points outside the whiskers are outliers.

The chart on the right compares two metrics over the selected time period, based on the selections in Select Metric 1 and Select Metric 2.

To control the box chart in the Total Sales Comparison section:

1. Select Compared By. Options include Store Province/State, Store Division, Store Name, and Store Number. The box plot is organized by this selection as the basis for comparison between stores.
2. Choose the Date Group — the time periods to display. Options include Date (days with available data), Fiscal Week or Calendar Week, Fiscal Month, Fiscal Quarter, or Fiscal Year.
3. For Date Element, select All to view all available periods, or deselect specific items and click Apply to include only selected periods. Up to 24 periods can be displayed.
4. Choose Select Metric 1. This is reflected in the title of the left-hand chart and contributes to the basis for comparison in both charts.

5. Choose Select Metric 2. This is reflected in the title of the right-hand chart. The same options are available as for Select Metric 1.
6. To highlight data for a particular item such as a store number or store name, click that item in the legend. The related data points are highlighted in the chart.

7. Hover over a specific data point to view additional information.

8. To focus on one metric in the line chart on the right and view details for the nearest data point, click the corresponding line.

9. To access the Sales Activity - KPI & Data Cube report at any time, click the KPI & Data Cube link in the upper right corner of the Sales Activity - Detail Analysis report.

Sales Activity - KPI & Data Cube Report

This report lets marketers control the granularity of data shown using multiple filter controls at the top. It contains two pieces of KPI information: the aggregated value and the associated trend during the selected periods. For detailed trend analysis, hover over the trend to view an enlarged graph.

To access the Sales Activity - KPI & Data Cube report:

1. Navigate to Insights > Reports Overview > Standard Reports.
2. Depending on the Console interface you're using, click either Loyalty Performance > Sales Activity (and look for the KPIs button) or Sales Activity > Sales Activity - KPI & Data Cube. The report is displayed.

To filter the results in the Sales Activity - KPI & Data Cube report:

1. Access the Sales Activity - KPI & Data Cube report as described above, then go to the filter section at the top.
2. Select the Transaction Date range. Only transactions within this range are included in the visualizations.
3. Choose the Date Group — the time periods to display. Options include Date (days with available data), Fiscal Week or Calendar Week, Fiscal Month, Fiscal Quarter, or Fiscal Year.
4. For Date Element, select All or deselect specific items and click Apply to include only selected periods. Up to 24 periods can be displayed.
5. If your company has more than one business unit, select the Business Unit. The default is All.
6. Choose the Site Group — either All or a specific group.
7. Choose the Primary Payment Type — either All or deselect specific types and click Apply.
8. Select the Channel — either All or deselect specific channels and click Apply.
9. Set the Device/Terminal Type — either All or select specific types such as In-Store POS, Outside Store POS, Self Checkout, Online, or Console, then click Apply. Values shown depend on your environment's configuration.
10. Select the Store Division. The default is All. Deselect any to exclude and click Apply. This may not appear if not configured for your environment.
11. Specify the Store Province/State — either All or select specific provinces or states, then click Apply.
12. Choose the Store Number — the default is All. Deselect any to exclude and click Apply.
13. Specify the Store Name — either All or deselect specific stores and click Apply.
14. If configured, an Outlier Flag dropdown is also shown. This lets you flag transactions based on outlier percentage and show results with or without outlying data.

KPI Section

The KPI section provides line charts showing trends for a wide range of metrics across three main categories: Sales & Margin, Transaction & Volume, and Members & Points. The number of periods shown in each chart is set by the Number of Periods to Show entry at the top of this section (default is 5, maximum is 10). The KPI section includes metrics for non-point rewards in the Members & Points section.

Hover over any data point in a chart to view additional details about that value.

Data Cube Section

To control the visualization in the Data Cube section:

1. Use the Category 1 to Category 4 selectors to modify the dimensions in the data cube for analysis.

These selectors let you drill up and down in the data across various categories.

2. Choose the Metric Group. Set it to All to show all metric groups, or select a specific grouping — Sales & Margin, Transaction & Volume, or Members & Points — to focus the table and reduce the need for horizontal scrolling.
3. Hover over any cell in the table to view a summary popup. The cell color indicates the magnitude of the value — the darker the color, the larger the value.

4. Click a column heading to view a summary value for that column.

5. To filter values in a column and toggle between ascending and descending order, click the filter button that appears when you hover next to the column heading.

6. To access the Sales Activity - Detail Analysis report at any time, click the Detail Analysis link in the upper right corner of the Sales Activity - KPI & Data Cube report.

Sales Activity - Product Details Report

The Sales Activity - Product Details report provides a deep dive into the sales performance of product categories within the business. In addition to key performance metrics and their trends, the report compares loyalty and non-loyalty metrics across different product categories.

The top two charts let you click any product category to filter the KPIs and trends shown. You can also apply filters for specific product categories in the Total Vs Loyalty Metric & Penetration chart and the Avg Loyalty vs Non-Loyalty per Transactions chart. Filters can also be applied in the Distribution of Top 10 Product Category's Total Sales and YoY Comparison of Total Sales for Product Category X reports.

To access the Sales Activity - Product Details report:

1. Navigate to Insights > Reports Overview > Standard Reports.
2. Depending on the Console interface you're using, click either Loyalty Performance > Sales Activity (and look for the Product Details link) or Sales Activity > Sales Activity - Product Details. The report is displayed.

To filter the results in the Sales Activity - Product Details report:

1. Access the Sales Activity - Product Details report as described above, then go to the filter section at the top.

2. Set the following filters as required:

   • Transaction Date: Refines the data to only include transactions within the selected range.
   • Date Group: The time periods to display. Options include Date (days with available data), Fiscal Week or Calendar Week, Fiscal Month, Fiscal Quarter, or Fiscal Year.
   • Date Element: Select All or deselect specific items and click Apply to include only selected periods. Up to 24 periods can be displayed.
   • Payment Type: Either All or deselect specific types and click Apply.
   • Channel: Select All or deselect specific channels and click Apply.
   • Store Province/State: Either All or select specific provinces or states, then click Apply.
   • Store Number: The default is All. Deselect any to exclude and click Apply.
   • Store Name: Either All or deselect specific stores and click Apply.
   • Product Category: The default is All. Deselect any to exclude and click Apply.

3. The KPI section on the left side of the report shows key loyalty versus total metrics for the selected period, including loyalty penetration rates for Sales, Margin, and Quantity, as well as the dollar values of Base Rewards and Bonus Rewards. Use the filters at the top to adjust the date range and refine these charts.

4. The Total vs. Loyalty bar chart shows loyalty versus total metrics for the selected product categories and the metric chosen in the chart (Sales, Margin, Transactions, Quantity Sold, or Bonus Points). Sales is the default. Clicking any bar displays a detailed chart for that product category.

5. The Avg Loyalty vs. Non-Loyalty bar chart shows the relative value of the loyalty program by product category and transaction, based on the selected Comparison Metric (average Sales per transaction, Margin per transaction, or Quantity per transaction). Select the filter, then hover over any bar to see more information about that product category.

6. The Distribution of Top N Product Category bar chart shows selected dimensions and metrics for a specified number of dimensions. Select the filters, then hover over any bar to see more information. The available filters are:

   • Dimension: Choose Store Province/State, Channel, or Product Category.
   • Metric: Choose Total Sales, Loyalty Sales, Total Margin, Loyalty Margin, Total Quantity Sold, Loyalty Quantity Sold, or Bonus Points.
   • Top N: Enter the number of dimensions to show (maximum of 25).

7. The YoY Comparison of (Metric) by Product Category line chart shows data for selected periods and metrics for a specific product category. Select the filters, then hover over any data point for more information. The available filters are:

   • View Metric By: Choose the period granularity: Days in Fiscal Week, Days in Calendar Month, Fiscal Weeks in Fiscal Year, or Fiscal Months in Fiscal Year.
   • YoY Metric: Choose Total Sales, Loyalty Sales, Total Margin, Loyalty Margin, Total Txns, Loyalty Txns, Total Quantity, or Loyalty Quantity.
   • Product Category: Choose the product category for the YoY comparison.

8. Access the Data Cube (from the button at the top of the report) to drill down into numbers for each product category by date, dimension, and using other filters such as Payment Type, Channel, Store Province/State, Store Number, Store Name, and Product Category.