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 isn't just the total — it's the shape of the curve. 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.
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