Retail Template

Overview

The retail template combines some of the key metrics retail businesses should focus on. These metrics are split across the Retail Financial Metrics and Retail Sales Metrics pages in Spotlight. To make the most of the retail template, you will need to:

Source non-financial data
Assign specific report codes to key accounts
Evaluate the formulas and customise using the formula builder if necessary. (Some retail businesses may measure these metrics differently due to seasonality, setup of accounts or other factors.)

Non-financial data required

Most retail metrics require financial and non-financial data. Therefore, you will need to collate and enter the following non-financial information into Spotlight:

Number of sales transactions
Number of items sold
Store size
Number (or value) of online and store sales

You can manually enter the data into the non-financial tab under Customise Data. Alternatively, enter the data into this Excel template and import it into Spotlight using the excel import function on the Import tab.

Assign specific report codes to key accounts

Most report codes needed for the template are automatically assigned by Spotlight. However, for the metrics to calculate correctly you may need to assign some report codes manually. To do this, open Customise Data and locate the following accounts, then to assign the specified report code click the report code button: