Ascend Analytics metrics

← Reporting

Sherpa tip: Ascend Analytics is a legacy platform which will soon be replaced by Ascend HQ. If you're not already using this platform, see the Access Ascend HQ article for more details.

The following additional definitions may be used in individual metrics:

Bike: Any item in a category which contains the word bike or bicycle but NOT part or comfort in its name.
Labor: Any item in a category which contains the word labor or labour in its name.
Sales Person: The user selected in the Sales Person drop-down on the transaction.
Cashier: The user who created the transaction. This user may or may not be the same as the Sales Person.
Technician: The user selected in the Technician drop-down in Work Order Details.
Assembler: The user selected in the Assembled By drop-down in the Serial Number.
Work Order: Transactions which have an active Work Order icon (located on the toolbar).

A

Actual Days In Stock

Image: https://ascendrms.uservoice.com/assets/125271781/Analyzer.png

The number of days the current inventory will last if it sells at the same rate it did last year. Inventory Dollars divided by Last Year average COGS for the upcoming 90 days.

Attributed to: Store

Add-on Dollars per Bike Sold

Image: https://ascendrms.uservoice.com/assets/125271811/AnalyzerOverviewSalesTeam.png

On finished (closed) transactions, the total non-bike or non-labor sales dollars divided by the total number (units) of bikes sold.

Attributed to: Sales Person

Add-On Units per Bike Sold

On finished (closed) transactions, the total non-bike or non- labor sales quantity (units) divided by the total number (units) of bikes sold.

Attributed to: Sales Person

ATS

See Average Transaction Size.

Average Days in Stock

Image: https://ascendrms.uservoice.com/assets/125271961/Analyzer.png

Average Days is an inventory turn metric expressed in days:

One inventory turn = 360 days

Two inventory turns = 180 days

Three inventory turns = 120 days

365 days divided by Inventory Turn (COGS divided by average inventory $ value for the same period).

Sherpa Tip: Average Days in Stock is NOT an average of the Actual Days In Stock metric.

Attributed to: Store

Average Transaction Size (ATS)

On finished (closed) transactions, the total sales dollars divided by the total number of transactions.

Attributed to: Sales Person

B

Bikes Built

Image: https://ascendrms.uservoice.com/assets/125272081/AnalyzerTeamTechcenter.png

Total number of serial numbers with Assembled checked.

Attributed to: Assembler

C

Cash Flow (Open to Buy)

Image: https://ascendrms.uservoice.com/assets/125272090/AnalyzerFinance.png

Used to determine your available cash on hand. Beginning cash on hand plus total sales dollars minus Expenses (Expenses include payables and loan payments).

Attributed to: Store

COGS

Cost of Goods Sold. Products’ Average Cost value in Ascend.

Attributed to: Store

Conversion Rate

Image: https://ascendrms.uservoice.com/assets/125272207/AnalyzerOverviewSales.png

Customer traffic divided by total number of finished (closed) transactions.

Attributed to: Store

D

Dollars with Bike

Image: https://ascendrms.uservoice.com/assets/125272237/Analyzer.png

On finished (closed) transactions which contain a bike, the total non-bike or non- labor sales dollars.

Attributed to: Sales Person

E

Employee Discount

Image: https://ascendrms.uservoice.com/assets/125272264/AnalyzerSales.png

On finished (closed) transactions, the total dollar discount amount applied to sales items (including items automatically discounted by sales promotions). MSRP minus sale price.

Attributed to: Sales Person

Employee Discounts % of Transaction

On finished (closed) transactions, the number of discounted transactions divided by the total number of transactions (multiplied by 100).

Attributed to: Sales Person

Expense +

Total Expense Dollars plus Payables.

Attributed to: Store

Expense - Total

See Total Expenses Dollars.

Attributed to: Store

G

Gross Margin Inventory Dollars

MSRP minus the Cost of Goods.

Attributed to: Store

Gross Margin Inventory Percent

Image: https://ascendrms.uservoice.com/assets/125272324/AnalyzerInventory.png

Gross Margin Inventory Dollars divided by the MSRP (multiplied by 100).

Attributed to: Store

Gross Margin Sales Dollars

Image: https://ascendrms.uservoice.com/assets/125272348/AnalyzerOverviewReportsTeam.png

On finished (closed) transactions, Sales Dollars minus the Cost of Goods.

The following variations of this metric display in Analytics:

Gross Margin Sales Dollars - Current YTD: For the CURRENT YEAR (begins Jan. 1) through yesterday's date, the store's Gross Margin Sales Dollars.
Gross Margin Sales Dollars - Last Year YTD: For LAST YEAR (begins Jan. 1) through yesterday's date, the store's Gross Margin Sales Dollars.
Gross Margin Sales Dollars - % Change YTD: A measure of how much the store's Gross Margin Sales Dollars have changed THIS YEAR YTD compared to LAST YEAR. (LAST YEAR YTD minus THIS YEAR YTD ) divided by LAST YEAR YTD.
Gross Margin Sales Dollars - Current MTD: For the CURRENT MONTH (begins 1st of the month) through yesterday's date, the store's Gross Margin Sales Dollars.
Gross Margin Sales Dollars - Last Year MTD: For the CURRENT MONTH, LAST YEAR (begins 1st of the month) through yesterday's date, the store's Gross Margin Sales Dollars.
Gross Margin Sales Dollars - % Change MTD: A measure of how much the store's Gross Margin Sales Dollars have changed THIS YEAR MTD compared to LAST YEAR MTD. (LAST YEAR MTD minus THIS YEAR MTD ) divided by LAST YEAR MTD.

Attributed to: Sales Person

Gross Margin Sales Percent

Image: https://ascendrms.uservoice.com/assets/125272501/AnalyzerOverviewTeams.png

On finished (closed) transactions, Gross Margin Sales Dollars divided by Sales Dollars (multiplied by 100).

The following variations of this metric display in Analytics:

Gross Margin Sales Percent - Current YTD: For the CURRENT YEAR (begins Jan. 1) through yesterday's date, the store's Gross Margin Sales Percent.
Gross Margin Sales Percent - Last Year YTD: For LAST YEAR (begins Jan. 1) through yesterday's date, the store's Gross Margin Sales Percent.
Gross Margin Sales Percent - % Change YTD: A measure of how much the store's Gross Margin Sales Percent have changed THIS YEAR YTD compared to LAST YEAR.
Gross Margin Sales Percent - Current MTD: For the CURRENT MONTH (begins 1st of the month) through yesterday's date, the store's Gross Margin Sales Percent.
Gross Margin Sales Percent - Last Year MTD: For the CURRENT MONTH, LAST YEAR (begins 1st of the month) through yesterday's date, the store's Gross Margin Sales Percent.
Gross Margin Sales Percent - % Change MTD: A measure of how much the store's Gross Margin Sales Percent have changed THIS YEAR MTD compared to LAST YEAR MTD. (LAST YEAR MTD minus THIS YEAR MTD ) divided by LAST YEAR MTD.

Attributed to: Sales Person

H

Hours Worked

Total hours worked (as recorded in Ascend’s Time Clock) for the designated timeframe.

Attributed to: User

I

Inventory Days in Stock

Image: https://ascendrms.uservoice.com/assets/125272696/AnalyzerInventoryOverview.png

The number of days the current inventory dollars will last if it sells at the same rate it did last year. Inventory Dollars divided by Last Year’s Average COGS for the upcoming 90 days.

Attributed to: Store

Inventory Dollars

Total Cost of Goods in inventory.

Attributed to: Store

Inventory MSRP

Image: https://ascendrms.uservoice.com/assets/125272744/Analyzer.png

Total MSRP of all items in inventory.

Attributed to: Store

Inventory Turns

Over the last 12 months, total Cost of Goods Sold (COGS) divided by the Average Inventory $.

Attributed to: Store

Inventory Units

Image: https://ascendrms.uservoice.com/assets/125272768/AnalyzerInventory.png

Total quantity of units in inventory.

Attributed to: Store

L

Labor Dollars

Image: https://ascendrms.uservoice.com/assets/125272807/AnalyzerTeamTechcenter.png

On finished (closed) transactions, the total of all labor sales dollars.

Attributed to: Sales Person

Labor $/Hour

See Labor Per Hour Worked.

Labor % of Sales

Image: https://ascendrms.uservoice.com/assets/125273080/AnalyzerTechcenter.png

Labor Dollars divided by Sales Dollars (multiplied by 100).

Attributed to: Sales Person

Labor Per Hour Worked

Labor Dollars divided by Total Hours Worked.

Attributed to: Sales Person

Loan Principal

Image: https://ascendrms.uservoice.com/assets/125273110/Analyzer.png

The total sum of money borrowed by the store. Loan principal includes the original amount borrowed. This does not include any interest that has been capitalized.

Attributed to: Store

M

Marketing Expenses

Total marketing expenses in dollars.

Attributed to: Store

Marketing Expenses % of Sales

Image: https://ascendrms.uservoice.com/assets/125273128/AnalyzerFinance.png

Marketing Expenses Dollars divided by Sales Dollars (multiplied by 100).

Attributed to: Store

MSRP

Manufacturer's Suggested Retail Price – an item’s “regular” price in your system.

Attributed to: Store

N

Net Income

Image: https://ascendrms.uservoice.com/assets/125278657/AnalyzerFinance.png

Gross Margin Sales Dollars minus Total Expenses.

Attributed to: Store

O

On Sale Dollars

MSRP minus Sales Dollars.

Attributed to: Store

Open to Buy

See Cash Flow.

P

Payables

The amount money owed to your inventory vendors only (e.g. Trek and QBP invoices).

Enter all other types of invoices as expenses (e.g. electricity, telephone service).

Attributed to: Store

% of Sales by Women

Image: https://ascendrms.uservoice.com/assets/125278687/AnalyzerOverviewSales.png

On finished (closed) transactions, the number of transactions where a female employee is selected as the Sales Person divided by the total number of transactions (multiplied by 100).

Attributed to: Store

% of Sales to Women

On finished (closed) transactions, the number of transactions where a female customer is selected divided by the total number of transactions (multiplied by 100).

Attributed to: Sales Person

Productivity

See Work Order Productivity.

S

Sales by Women

On finished (closed) transactions, the number of transactions where a female employee is selected as the Sales Person.

Attributed to: Store

Sales Dollars

Image: https://ascendrms.uservoice.com/assets/125279176/AnalyzerOverviewReportsSalesTeam.png

Total dollars on finished (closed) transactions.

The following variations of this metric display in Analytics:

Sales Dollars - Current YTD: For the CURRENT YEAR (begins Jan. 1) through yesterday's date, the store's Sales Dollars.
Sales Dollars - Last Year YTD: For LAST YEAR (begins Jan. 1) through yesterday's date, the store's Sales Dollars.
Sales Dollars - % Change YTD: A measure of how much the store's Sales Dollars have changed THIS YEAR YTD compared to LAST YEAR. (LAST YEAR YTD minus THIS YEAR YTD ) divided by LAST YEAR YTD.
Sales Dollars - Current MTD: For the CURRENT MONTH (begins 1st of the month) through yesterday's date, the store's Sales Dollars.
Sales Dollars - Last Year MTD: For the CURRENT MONTH, LAST YEAR (begins 1st of the month) through yesterday's date, the store's Sales Dollars.
Sales Dollars - % Change MTD: A measure of how much the store's Gross Margin Sales Dollars have changed THIS YEAR MTD compared to LAST YEAR MTD. (LAST YEAR MTD minus THIS YEAR MTD ) divided by LAST YEAR MTD.
Sales Dollars Input: The sales dollars amount as specifically listed on the profit and loss statement from your accounting system. This number is manually entered into Analytics.

Attributed to: Sales Person

Sales $/Hour

See Sales per Hour Worked.

Sales per Hour Worked (Sales $/Hour)

Image: https://ascendrms.uservoice.com/assets/125279218/AnalyzerSalesTeam.png

Sales Dollars divided by Total Hours Worked.

Attributed to: Sales Person

Sales to Women

Image: https://ascendrms.uservoice.com/assets/125279278/Analyzer.png

On finished (closed) transactions, the number of transactions where a female customer is selected.

Attributed to: Sales Person

Sales Units

Image: https://ascendrms.uservoice.com/assets/125279329/AnalyzerOverviewSales.png

On finished (closed) transactions, the total number of units.

Attributed to: Sales Person

Special Order Process Time

Image: https://ascendrms.uservoice.com/assets/125279440/AnalyzerInventory.png

Number of days from the date a special ordered item was added to the transaction to the date the item was added to an order. Added and added the same day = 0.5 days.

Attributed to: Store

Special Order Turnaround

Number of days from the date a special ordered item was added to the transaction to the date the item was received on an order. Added and received the same day = 0.5 days.

Attributed to: Store

T

Total Expenses % of Sales

Image: https://ascendrms.uservoice.com/assets/125279473/AnalyzerFinance.png

Total Expenses divided by Sales Dollars (multiplied by 100).

Attributed to: Store

Traffic

Image: https://ascendrms.uservoice.com/assets/125279587/AnalyzerSales.png

Total Traffic in the store, divided in half.

Attributed to: Store

Transactions – Bike

Image: https://ascendrms.uservoice.com/assets/125279665/Analyzer.png

The total number of finished (closed) transactions which contain a bike.

Attributed to: Sales Person

Transactions – Discount

The total number of finished (closed) transactions which contain a discounted item.

Attributed to: Sales Person

Transactions – Total

The total number of finished (closed) transactions.

Attributed to: Sales Person

U

Units Per Transaction (UPT)

Image: https://ascendrms.uservoice.com/assets/125279746/AnalyzerOverviewSalesTeam.png

On finished (closed) transactions, the total quantity of units on transactions divided by the total number of transactions.

Attributed to: Sales Person

UPT

See Units Per Transaction.

W

Wages Dollars

Total wages paid.

Attributed to: Store

Wage Expense

Actual wage expense for the month, as entered in Financial Results section of the Finance tab.

Attributed to: Store

Wages % of Sales

Image: https://ascendrms.uservoice.com/assets/125279971/AnalyzerFinance.png

Wages Dollars divided by Sales Dollars (multiplied by 100).

Attributed to: Store

Work Order Add-On % of Sales

Image: https://ascendrms.uservoice.com/assets/125280028/AnalyzerTechcenter.png

On finished (closed) work orders, the total non-bike or non-labor sales dollars divided by total Sales Dollars (multiplied by 100).

In the Analyzer utility, this metric returns values only for items added directly to the Work Order Detail screen. If they item is added to the Transaction screen, it is not included.

Attributed to: Technician

Work Order Add-on Dollars

Image: https://ascendrms.uservoice.com/assets/125280034/AnalyzerTeamTechcenter.png

On finished (closed) work orders, the total non-bike or non- labor sales dollars.

In the Analyzer utility, this metric returns values only for items added directly to the Work Order Detail screen. If they item is added to the Transaction screen, it is not included.

Attributed to: Technician

Work Order Labor

On finished (closed) transactions, the total labor sales dollars.

Total dollars in the labor category on work order transactions.

In the Analyzer utility, this metric returns values only for items added directly to the Work Order Detail screen. If they item is added to the Transaction screen, it is not included.

Attributed to: Technician

Work Order Productivity

Image: https://ascendrms.uservoice.com/assets/125280088/AnalyzerTeam.png

On Work Order Details which have been marked Complete, the total labor sales dollars.

Attributed to: Technician

Work Order Turnaround

Image: https://ascendrms.uservoice.com/assets/125280091/AnalyzerOverviewTechcenter.png

Number of days from Work Order Details’ creation to marked Complete. Number of Days = date completed minus date created. Created and completed the same day = 0.5 days.

Attributed to: Technician