The Sales By Category Report can be one of your most powerful tools for forecasting sales, looking at categorical trends, and finding other important insights for your business.
This report relies on having a clear and consistent inventory organization by adding and managing product categories.
How to run a Sales By Category Report:
Inside Ricochet,
Click Reports
Click Sales By....
Select a date range from the date picker that you would like to have reported.
How to read a Sales By Category Report:
Charts & Graphs
This section provides a quick glance for trends including:
Top 5 Parent Categories
Top 5 Child Categories
Parent Category Performance over the course of the date range selected.
Use the drop down options to review a specific Category or compare two Parent Categories.
Data
This section will show total data for each Category including:
# of items sold
% of Total Sales
Sales Total (based on the price the items sold for before tax)
View, print or export this report into a .csv for your preferred spreadsheet tool