Ascend Analytics metrics
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
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
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
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
Total number of serial numbers with Assembled checked.
Attributed to: Assembler
C
Cash Flow (Open to Buy)
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
Customer traffic divided by total number of finished (closed) transactions.
Attributed to: Store
D
Dollars with Bike
On finished (closed) transactions which contain a bike, the
total non-bike or
non-
labor sales dollars.
Attributed to: Sales Person
E
Employee Discount
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
Gross Margin Inventory Dollars divided by the MSRP (multiplied by 100).
Attributed to: Store
Gross Margin Sales Dollars
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
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
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
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
Total quantity of units in inventory.
Attributed to: Store
L
Labor Dollars
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
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
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
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
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
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
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)
Sales Dollars divided by Total Hours Worked.
Attributed to: Sales Person
Sales to Women
On finished (closed) transactions, the number of
transactions where a female customer is selected.
Attributed to: Sales Person
Sales Units
On finished (closed) transactions, the total number of units.
Attributed to: Sales Person
Special Order Process Time
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
Total Expenses divided by Sales Dollars (multiplied by 100).
Attributed to: Store
Traffic
Total Traffic in the store, divided in half.
Attributed to: Store
Transactions – Bike
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)
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
Wages Dollars divided by Sales Dollars (multiplied by 100).
Attributed to: Store
Work Order Add-On % of Sales
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
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
On Work Order Details which have been marked Complete, the
total labor sales dollars.
Attributed to: Technician
Work Order Turnaround
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