# 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*