Ascend HQ Analytics Metrics
This article covers the metrics currently included on the Analytics page of Ascend HQ.
Sherpa tip: All metrics measure finished (closed) transactions only and exclude tax. Sales with no sales items (e.g. gift card/gift certificate sales) are excluded from calculations.
Mini Metrics
Mini Metrics
- Sales = Sales Dollars
- Profit = Sales minus Cost of Goods Sold
- Margin = (Profit / Sales) * 100 displayed as a percentage
- Units Sold = Quantity of Items Sold
- In Ascend HQ, select a single location
- Set the Date Range to Year to Date
- In Ascend, go to Reports and click Prod. Query on the toolbar
- Set your From date to the first day of the calendar year
- Click the Totals Only button on the toolbar
- Click Execute to run the Query
- Units should equal Units Sold in Ascend HQ
- Gross Sale Price should equal Sales in Ascend HQ
- Profit should equal Profit in Ascend HQ
- Margin (Sale) should equal Margin in Ascend HQ
Mountain Metrics
Retail Profit Machine (RPM)
Sherpa tip: Values are color-coded according to their score – green indicates exceptional performance, orange indicates adequate performance, and blue indicates performance which needs improvement. Click the toggle button (double square icon) to display the minimum target value for each score.
Bikes – Av. Price: Total value (sales dollars, excluding tax) divided by total quantity of sales items which were finished (closed) in the selected date range and which are assigned to a Bikes category (i.e. top parent category contains Bikes or Bicycles).
Av. Add-on $: Total value (sales dollars, excluding tax) divided by total quantity of sales items which were finished (closed) in the selected date range and which are not assigned to a Bikes category (i.e. top parent category contains Bikes or Bicycles), which are not assigned to a serialized category, and which are not assigned to a Labor category (i.e. top parent category contains Labor or Labour).
Av. Work Order: For Work Order Details which are completed an whose transaction was finished (closed) in the selected date range: total value (sales dollars, excluding tax) of sales items which were added to a Work Order Detail and which are not assigned to a Bikes category (i.e. top parent category contains Bikes or Bicycles), which are not assigned to a serialized category, which are not assigned to a Rental category (i.e. top parent category contains Rental), and which are assigned to a category divided by the total number of Work Order Details.
To verify this number, run the following query in Ascend. Be sure to enter the date range that equals what you're looking at in Ascend HQ.
-- Average Work Order WITH LabCats
AS
(SELECT
Categories.*
FROM.Categories
WHERE (Categories.Topic LIKE '%Labor%'
OR Categories.Topic LIKE '%Labour%')
AND Categories.TopParentID IS NULL
AND Categories.Hide = 0 UNION ALL SELECT
Categories.*
FROM.Categories
INNER JOIN LabCats
ON LabCats.ID = Categories.ParentID
WHERE Categories.Hide = 0),
BikeCat
AS
(SELECT
Categories.*
FROM.Categories
WHERE (Categories.Topic LIKE '%Bike%'
OR Categories.Topic LIKE '%Bicycle%')
AND Categories.TopParentID IS NULL
AND Categories.Hide = 0
AND Categories.Topic NOT LIKE '%Part%'
AND Categories.Topic NOT LIKE '%Comfort%' UNION ALL SELECT
Categories.*
FROM.Categories
INNER JOIN BikeCat
ON BikeCat.ID = Categories.ParentID
WHERE Categories.Hide = 0
AND Categories.Topic NOT LIKE '%Frame%'),
Frame
AS
(SELECT
Categories.*
FROM.Categories
WHERE Categories.Hide = 0
AND Categories.Topic LIKE '%Frame%'
AND Categories.TopParentID IN (SELECT
TopParentID
FROM BikeCat)),
Excl
AS
(SELECT
Categories.*
FROM.Categories
WHERE (Topic LIKE '%Services%'
OR Topic LIKE 'Rental'
OR ID IN (SELECT
ID
FROM BikeCat)
OR ID IN (SELECT
ID
FROM LabCats)
)
AND Categories.TopParentID IS NULL
AND Categories.Hide = 0 UNION ALL SELECT
Categories.*
FROM.Categories
INNER JOIN Excl
ON Excl.ID = Categories.ParentID
WHERE Categories.Hide = 0
AND Categories.ID NOT IN (SELECT
ID
FROM Frame)),
AddCats
AS
(SELECT
Categories.*
FROM.Categories
WHERE Hide = 0
AND ID NOT IN (SELECT
ID
FROM Excl)),
LabProds
AS
(SELECT
Products.*
FROM.Products
WHERE TopicID IN (SELECT
ID
FROM LabCats)),
AddProds
AS
(SELECT
Products.*
FROM.Products
WHERE TopicID IN (SELECT
ID
FROM AddCats))
SELECT
[Avg. WO Detail Created $] =
CASE
WHEN ISNULL((SELECT
COUNT(DISTINCT WorkOrderDetails.ID)
FROM.Sales
INNER JOIN.WorkOrderDetails
ON Sales.ID = WorkOrderDetails.SalesID
WHERE Sales.Hide = 0
AND Sales.FinishDate BETWEEN <<StartDate>> AND <<EndDate>>
AND WorkOrderDetails.Hide = 0
AND WorkOrderDetails.DateCompleted IS NOT NULL)
, 0) = 0 THEN 0
ELSE (ISNULL((SELECT
SUM(SalesItems.Price * SalesItems.Quantity)
FROM.Sales
INNER JOIN.SalesItems
ON Sales.ID = SalesItems.SalesID
INNER JOIN.WorkOrderDetails
ON WorkOrderDetails.ID = SalesItems.WorkOrderDetailID
WHERE Sales.Hide = 0
AND Sales.FinishDate BETWEEN <<StartDate>> AND <<EndDate>>
AND WorkOrderDetails.Hide = 0
AND SalesItems.Hide = 0
AND WorkOrderDetails.DateCompleted IS NOT NULL
AND SalesItems.ProductID IN (SELECT
ID
FROM AddProds))
, 0) + ISNULL((SELECT
SUM(SalesItems.Price * SalesItems.Quantity)
FROM.Sales
INNER JOIN.SalesItems
ON Sales.ID = SalesItems.SalesID
INNER JOIN.WorkOrderDetails
ON WorkOrderDetails.ID = SalesItems.WorkOrderDetailID
WHERE Sales.Hide = 0
AND Sales.FinishDate BETWEEN <<StartDate>> AND <<EndDate>>
AND WorkOrderDetails.Hide = 0
AND SalesItems.Hide = 0
AND WorkOrderDetails.DateCompleted IS NOT NULL
AND SalesItems.ProductID IN (SELECT
ID
FROM LabProds))
, 0)) / ISNULL((SELECT
COUNT(DISTINCT WorkOrderDetails.ID)
FROM.Sales
INNER JOIN.WorkOrderDetails
ON Sales.ID = WorkOrderDetails.SalesID
WHERE Sales.Hide = 0
AND Sales.FinishDate BETWEEN <<StartDate>> AND <<EndDate>>
AND WorkOrderDetails.Hide = 0
AND WorkOrderDetails.DateCompleted IS NOT NULL)
, 0)
END
Sales/Hour: Total value (sales dollars, excluding
tax) of transactions finished (closed) divided by total hours worked (as
recorded in Ascend’s Time Clock) by all users.
Sherpa tip: This data is only
included when all of your location have updated to the January 2020
version of Ascend.
Email Capture: Percent of total transactions for the store with a customer associated who has an email address entered which were finished (closed) in the selected date range.
Av. DIS: The estimated number of days products have
been in stock without selling. Total number of days in the selected date range
divided by the number of turns (total inventory difference – beginning
inventory value minus ending inventory value – divided by two).
Sherpa tip: Inventory
values prior to April 1, 2019 are not tracked.
NPS: Net Promoter Score as calculated by Listen360.
Average Transaction Size
This metric measures Sales Dollars divided by the Number of Transactions.
Sherpa tip: Transactions that were finished (closed) but which did not include any sale items (e.g. cancelled layaways/work orders or gift card/certificate sales) are not included in this calculation.
Sherpa tip: Transactions that were finished (closed) but which did not include any sale items (e.g. cancelled layaways/work orders or gift card/certificate sales) are not included in this calculation.
To verify this number, run the following query in Ascend. Be sure to enter the date range that equals what you're looking at in Ascend HQ.
-- Average Transaction Size SELECT [ATS]= ISNULL(((SELECT CASE WHEN SUM(Si.Quantity * Si.Price)= 0
THEN NULL
ELSE SUM(Si.Quantity * Si.Price)
END
FROM SalesItems Si
JOIN Sales S ON Si.SalesID=S.ID
WHERE S.Hide=0
AND Si.Hide=0
AND S.FinishDate BETWEEN <<StartDate>> AND <<EndDate>>)
/
(SELECT COUNT(DISTINCT si.SalesID)
FROM Sales S
JOIN SalesItems si ON si.SalesID = s.ID
WHERE S.Hide=0
AND si.hide = 0
AND S.FinishDate BETWEEN <<StartDate>> AND <<EndDate>>)),0)
Work Order Attachment Rate
This metric measures Total Work Order Add-on Dollars divided by Total Work Order Labor Dollars and is displayed as a percentage.
NOTE: Work Order Add-on Dollars = Non-Labor and Non-serialized products on a Work Order with at least 1 Labor SKU
To verify this number, run the following query in Ascend.
Be sure to enter the date range that equals what you're looking at in Ascend HQ.
-- Work Order Attachment Rate
Select
Case When w2.LaborDollars = 0 Then 0 Else Round((Cast(w2.AddonDollars as Decimal(9,2))/Cast(w2.LaborDollars as Decimal(9,2))) * 100 , 2) End As AttachmentRate
From (
Select
Sum(w.AddonDollars) as AddonDollars,
Sum(w.LaborDollars) as LaborDollars
From (
Select
Sum(Case When labCat.ID Is Not Null Then 0 Else si.Quantity * Round(si.Price, 4) End) As AddonDollars,
s.ID,
s.LaborDollars
From (
Select
s.ID,
Sum(si.Quantity * Round(si.Price, 4)) As LaborDollars
From Sales s
Join SalesItems si On si.SalesID = s.ID
Join Products p On p.ID = si.ProductID
Join Categories c On c.Id = p.TopicID
Join (
Select c.Id
From Categories c
Where Lower(c.Topic) Like('lab%')
And c.Hide <> 1 And c.ParentID Is Null) labCat
On labCat.Id = c.TopParentID Or labCat.Id = c.ID
Where s.Hide <> 1
And si.Hide <> 1
And s.WorkOrder <> 0
And s.FinishDate BETWEEN <<StartDate>> AND <<EndDate>>
Group By s.ID) s
Join SalesItems si On si.SalesID = s.Id
Join Products p On p.ID = si.ProductID
Left Join Categories c On c.ID = p.TopicID
Left Join (
Select c.Id
From Categories c
Where Lower(c.Topic) Like('lab%')
And c.Hide <> 1 And c.ParentID Is Null) labCat
On labCat.Id = c.TopParentID Or labCat.Id = c.ID
Where si.Hide <> 1
And (c.ID Is Null Or c.Serialized <> 1)
Group By s.ID, s.LaborDollars) w) w2
Target Categories
A Target Category is a key category of the business. Right now, the two Target Categories that we measure are Labor and Bikes. Soon, retailers will be able to define their own Target Categories. The following metrics will be displayed for each designated Target Category.
% of Total Sales
This metric measures the Total Sales Dollars in a Target Category divided by Total Sales from all categories and is displayed as a percentage.
To verify these numbers in Ascend, do the following:
- Run the Activity Summary
- Divide the Target Category Sales by Total Sales
- Example for calculating this metric can be found in the image below. In this case, the Bikes -- % of Total Sales would be 62.95%.
Average Price
This metric measures the Total Sales Dollars in a Target Category divided by the Units Sold the same Target Category.
To verify Average Price in Ascend, do the following:
- In Ascend HQ, select a single location
- Set the Date Range to Year to Date
- In Ascend, go to Reports and click Prod. Query on the toolbar
- Set your From date to the first day of the calendar year
- Select the Target Category you're measuring. In this example, we'll choose Bikes.
- Click the Totals Only button on the toolbar
- Click Execute to run the Query
- Divide Gross Sale Price by Units
Add-on Dollars
This metric measures Total Sales Dollars (excluding Target Category, Serialized, and Labor Item ) divided by the Number of Sales containing a Target Item.
IMPORTANT: Ascend Analytics did not exclude other Target categories from the Add-ons calculation. So if two bikes were present on a transaction, for example, the other bike would be included as an Add-on. We corrected this in Ascend HQ. This means the value in Ascend Analytics will likely be higher than it is in Ascend HQ.
Run this query to verify your Add-on Dollars for your target category in your database.
WITH CategoryIds (CategoryId)
AS (
-- Anchor member definition
SELECT
c.Id AS CategoryId
FROM Categories c
WHERE c.Hide <> 1
AND Lower(c.Topic) Like(Lower(<<Category>>))
UNION ALL
-- Recursive member definition
SELECT
c.Id AS CategoryId
FROM Categories c
JOIN CategoryIds ci ON ci.CategoryId = c.ParentId
WHERE c.Hide <> 1
)
SELECT
IsNull(Sum(si.Quantity * Round(si.Price, 2)), 0) / (
Select
ISNULL(SUM(si.Quantity), 1) AS TargetsSold
From Sales s
Join SalesItems si On si.SalesID = s.ID
Join Products p On p.ID = si.ProductID
Join CategoryIds c ON c.CategoryId = p.TopicID
Where s.Hide <> 1
And si.Hide <> 1
And s.FinishDate BETWEEN <<StartDate>> AND <<EndDate>>) AS AverageAddOnDollars
FROM (
Select Distinct
s.Id
From Sales s
Join SalesItems si On si.SalesID = s.ID
Join Products p On p.ID = si.ProductID
Join CategoryIds c ON c.CategoryId = p.TopicID
Where s.Hide <> 1
And si.Hide <> 1
And s.FinishDate BETWEEN <<StartDate>> AND <<EndDate>>) s
Join SalesItems si On si.SalesID = s.Id
Join Products p On p.ID = si.ProductID
Left Join Categories c On c.Id = p.TopicID
Left Join (
Select c.Id
From Categories c
Where Lower(c.Topic) Like('lab%')
And c.Hide <> 1 And c.ParentID Is Null) labCat
On labCat.Id = c.TopParentID Or labCat.Id = c.ID
Left Join CategoryIds cc On cc.CategoryId = p.TopicID
Where labCat.ID Is Null
And (c.ID IS null Or c.Serialized <> 1)
And cc.CategoryId Is Null
And si.Hide <> 1
Additional resources
Article: Ascend HQ FAQsArticle: Access Ascend HQ
Video: Create an account in Ascend HQ