Weekly Sales & Margin Performance Report

Track and analyze weekly sales performance, margin health, and department contributions while monitoring markdown effectiveness to support merchandising decisions and maintain profitability targets.

Report Objective

Monitor weekly sales performance, margin trends, and department-level metrics to ensure effective merchandising strategies and maintain profitability targets. This report provides insights into overall store performance, department contributions, and the impact of pricing and promotion decisions.

Sales and Margin Performance

Analysis of total sales trends and margin health across the business

Questions to Consider:

2024-03-012024-04-012024-05-01week_date$200,000$400,000$600,000$800,000$1,000,000$1,200,000total_sales vs. gross_margin_percenttotal_salesgross_margin_percentHow are Total Sales and Margins Trending?Weekly sales showing steady performance with margins within target range

  • What is the week-over-week change in total sales?

  • Are margins staying within acceptable ranges?

  • How do current sales compare to seasonal expectations?

  • Which departments are showing the strongest sales performance?

  • Are high-volume departments maintaining healthy margins?

  • What departments need attention based on recent trends?

GroceryHome GoodsApparelElectronicsdepartment$0$1,000,000$2,000,000$3,000,000$4,000,000sum(department_sales)sum(department_sales)Which Departments are Driving Performance?Department contribution to total sales with associated margins

Markdown and Promotion Impact

Evaluation of markdown effectiveness and impact on overall profitability

Questions to Consider:

22.0%24.0%26.0%28.0%markdown_sales_percent−5.0%−4.5%−4.0%−3.5%markdown_margin_impactHow are Markdowns Affecting Sales and Margins?Weekly markdown percentage and its impact on overall margin

  • What is the relationship between markdown volume and margin impact?

  • Are current markdown levels appropriate for inventory management?

  • How do markdown patterns compare to previous periods?

Unit Sales and Transaction Analysis

Review of unit sales patterns and transaction metrics

Questions to Consider:

  • How is unit volume trending week-over-week?

  • What is the relationship between units sold and total sales?

  • Are there any notable patterns in unit sales volume?

2024-03-012024-04-012024-05-01week_date020,00040,00060,00080,000100,000units_soldunits_soldWhat is the Weekly Sales Performance by Units?Unit sales volume trends indicating customer transaction patterns

Areas for Additional Focus