Monthly Category Performance Review - Discount Stores

Track and analyze merchandise category performance across sales, margins, inventory efficiency, and promotional effectiveness to optimize category mix and profitability.

Report Objective

Monitor and evaluate the performance of merchandise categories across key metrics including sales, margins, inventory turns, and promotional effectiveness. Identify opportunities for category optimization and provide actionable insights for merchandise planning and promotional strategies.

Category Sales and Margin Performance

Analysis of sales trends and margin performance by category

Questions to Consider:

Mar 2024Apr 2024May 2024month$1,000,000$1,100,000$1,200,000$1,300,000sum(sales) vs. categorysum(sales)categoryHow are Sales Trending Across Categories?Monthly sales performance by merchandise category
  • What is the month-over-month sales growth by category?

  • Are there any seasonal patterns in category performance?

  • Which categories are showing consistent growth vs. decline?

  • Which categories deliver the highest margins?

  • How do margins compare to category sales volume?

  • Are there opportunities to improve margin mix?

GroceryHome GoodsApparelElectronicscategory0.0%200.0%400.0%600.0%sum(margin_percent)sum(margin_percent)How Do Margins Vary Across Categories?Margin distribution by category

Inventory Management Effectiveness

Evaluation of inventory efficiency metrics by category

Questions to Consider:

GroceryHome GoodsApparelElectronicscategory0.050.0100.0150.0sum(inventory_turns)sum(inventory_turns)How Efficient is Our Inventory Management?Inventory turns by category
  • Which categories have the most efficient inventory management?

  • Are there categories requiring inventory optimization?

  • How do turns correlate with margin performance?

Promotional Effectiveness

Analysis of markdown and promotional performance

Questions to Consider:

  • Which categories are most dependent on promotional sales?

  • How does promotional activity affect margin rates?

  • Are promotional strategies optimized for each category?

GroceryHome GoodsApparelElectronicscategory0.0%200.0%400.0%600.0%sum(promo_sales_percent)sum(promo_sales_percent)How Does Promotional Activity Impact Sales?Promotional sales percentage by category

GroceryHome GoodsApparelElectronicscategory0.0%100.0%200.0%300.0%400.0%sum(markdown_percent)sum(markdown_percent)How Do Markdown Rates Compare Across Categories?Average markdown percentage by category
  • Which categories require the highest markdowns?

  • How do markdown rates impact overall profitability?

  • Are there opportunities to optimize pricing strategies?