Ascend HQ - Analytics

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This article covers the metrics currently included on the Analytics page of Ascend HQ.

All metrics below measure Completed Transactions and exclude tax.

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
To verify these numbers in Ascend, do the following:
  1. In Ascend HQ, select a single location
  2. Set the Date Range to Year to Date
  3. In Ascend, go to Reports and click Prod. Query on the toolbar
  4. Set your From date to the first day of the calendar year
  5. Click the Totals Only button on the toolbar
  6. Click Execute to run the Query
  7. Units should equal Units Sold in Ascend HQ
  8. Gross Sale Price should equal Sales in Ascend HQ
  9. Profit should equal Profit in Ascend HQ
  10. Margin (Sale) should equal Margin in Ascend HQ


Mountain Metrics

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.




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 '10/25/2018' And '10/26/2018'
      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: 
  1. Run the Activity Summary
  2. Divide the Target Category Sales by Total Sales
  3. 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:
  1. In Ascend HQ, select a single location
  2. Set the Date Range to Year to Date
  3. In Ascend, go to Reports and click Prod. Query on the toolbar
  4. Set your From date to the first day of the calendar year
  5. Select the Target Category you're measuring. In this example, we'll choose Bikes.
  6. Click the Totals Only button on the toolbar
  7. Click Execute to run the Query
  8. 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.



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

Reporting

  1. Access Ascend HQ
  2. Ascend HQ - Analytics
  3. Run a custom query
  4. Find my "top" customers
  5. What information does each of the Work Order reports display?
  6. Set up reports to deliver automatically
  7. Set goals in Ascend Analytics
  8. All about the AOR Customer Transaction history report
  9. Accessing Ascend Online Reports (AOR)
  10. Accessing Ascend Analytics
  11. All about the AOR Service History report
  12. View customers' birthdays
  13. Using the Orders Received by Session report
  14. Export query data from Ascend
  15. Create customer and product queries
  16. What is the GDPR?
  17. Ascend HQ FAQs

Feedback and Knowledge Base

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