Direct answer
Four reports cover most of what a store owner needs to run the floor: revenue, attachment rate, inventory health (GMROI), and the follow-up funnel. Read the revenue dashboard for the shape of the curve rather than the total, because steady daily volume is a healthier business than one that lives on weekend spikes. Attachment rate broken out by salesperson and by product category tells you who needs coaching, GMROI shows which inventory is tying up capital without earning its keep, and the follow-up funnel shows where quotes stop turning into sales. Fifteen minutes on those four every Monday beats a deep dive you only do once a quarter.
RetailGenie tracks dozens of metrics, but you don't need to watch all of them. Here's a guide to the reports that matter most and how to read them.
Revenue Dashboard
Shows daily, weekly, and monthly revenue with trend lines. The key thing to watch is the shape of the curve, not just the total. Consistent daily performance is healthier than spiky revenue that depends on weekend rushes.
Attachment Rate Report
Breaks down attachment rates by product category and by salesperson. Use this to identify coaching opportunities. If one salesperson has a 60% pillow attachment rate and another has 15%, that's a training conversation, not a performance review.
Inventory Health
The inventory dashboard shows GMROI (Gross Margin Return on Investment) by category and by product. Items with low GMROI are tying up capital without earning their keep. Consider clearancing slow movers and reinvesting in your top performers.
Follow-Up Funnel
This report shows how many customer interactions turned into quotes, how many quotes got follow-ups, and how many follow-ups converted to sales. If you see a big drop-off between 'quote given' and 'follow-up completed,' that's your highest-leverage problem to solve.
Schedule 15 minutes every Monday morning to review last week's KPIs. Consistency in reviewing data matters more than depth. A quick weekly review catches problems before they become trends.
Frequently asked questions
How often should I review my store's KPI reports?
Once a week is plenty, and a short review beats a long one. Block fifteen minutes on Monday morning, look at last week's numbers, and act on the one thing that looks off. Consistency is what catches a problem while it is still a bad week instead of a bad quarter.
One salesperson's attachment rate is way below everyone else's. Is that a performance problem?
Treat it as a training gap before you treat it as a performance issue. When you can see attachment rate split by salesperson and by product category, read a wide spread as a habit one person never learned rather than proof they are coasting. Find out what your best salesperson actually says on the floor, teach it, then look at the report again in a few weeks.
How do I find out where I am losing sales after the customer leaves the store?
Trace the funnel from interaction to quote to follow-up to closed sale, and find the step where the numbers fall off. Check the step between quotes given and follow-ups completed first. A big drop-off there is the highest-leverage problem you can fix, because the sale is being lost inside your own process rather than to a competitor's price. Fix that step before you spend money on more traffic.
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