How to Get Daily Sales Breakdown by Location - Utilizing the Pivot Data Feature
In order to gain deeper insights into your daily sales performance, it's crucial to analyze your data by multiple dimensions. One powerful feature in Assisty is the ability to pivot data, allowing you to break down your daily sales by each location in the same report. This guide will walk you through the process of accessing the "Daily Sales Pivot by Store Location" report and utilizing the pivot data feature. By leveraging this feature, you can visualize and analyze your sales data by day and store location simultaneously, providing valuable insights into the performance of each location. Let's get started!
Step 1: Accessing the Daily Sales Pivot by Store Location Report
Log in to your Assisty account.
Navigate to the Report Library section.
Search for the Daily Sales Pivot by Store Location report or use the search function to find it.
Step 2: Exploring the Report Interface
Once the report is opened, you will see a data table with the rows representing each day and the columns representing each store location.
The table will display the selected metric, such as inventory quantity or total sales, for each combination of day and store location.
Step 3: Applying the Pivot Data Feature
Alternatively, you can apply the pivot data feature to any sales report, such as the Last 30 Days Sales Summary report.
Click on the Setup icon on the top right of the report interface.
Scroll down to the Pivot Column section and select the "Store Location" column as the pivot.
Choose the desired metric to show as the value of each cell, such as inventory quantity or total sales.
Click on the "Add Pivot Column" button.
Step 4: Selecting the Location Columns
Once the app has loaded all the columns, you will see a list of store locations in the column list.
Tick the checkbox next to the location columns you want to include in the report.
Click on the Apply button to refresh the data with the selected location columns.
Step 5: Analyzing the Data
After applying the pivot data feature and selecting the location columns, the data table will update to display the daily sales breakdown by each selected store location.
Analyze the data to gain insights into the performance of each location and identify any trends or patterns.
The pivot data feature in Assisty empowers you to analyze your daily sales data by location, providing a comprehensive overview of the performance of each store location. By leveraging this feature, you can uncover valuable insights, make informed decisions, and optimize your sales strategies. Start utilizing the pivot data feature today to gain a deeper understanding of your daily sales performance and drive your business forward.
Updated on: 17/07/2023