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Example documentationExamples of Standard KPIs Locate this document in the navigation structure

 

Perspective: Competition
  • Advertising Customer Effectiveness

    Description: Advertising Expenses / Number of Customers

  • Advertising Unit Effectiveness

    Description: Advertising Expenses / Units Sold

  • Customer Traffic

    Description: Number of customers

  • Product Available

    Description: Inventory Over-Under = Inventory Units (Actual) - Inventory Units (Plan)

  • Revenue per Advertising $

    Description: Net Sales / Advertising Expenses

Perspective: Customer
  • Customer loyalty rate

    Description: Number of Repeat Customers / Number of Customers

  • Return rate

    Description: Returns / Units Sold

  • Returns per customer

    Description: Returns / Number of Customers

  • Revenue per customer

    Description: Net Sales / Number of Customers

  • Units per customer

    Description: Units Sold / Number of Customers

Perspective: Employee
  • Employee Expense Efficiency

    Description: G & A Expenses + Salary Expenses + Advertising Expenses) / FTEs

  • Employee Margin Efficiency

    Description: Gross Margin / FTEs

  • Employee Efficiency

    Description: Net Sales / FTEs

  • Sick Days per Employee

    Description: Sick Days / FTEs

Perspective: Financial
  • Store Efficiency

    Description: Net Sales / Units Sold

  • Store Expense Efficiency

    Description: (G & A Expenses + Salary Expenses + Advertising Expenses) / Units Sold

  • Store Margin Efficiency

    Description: Gross Margin / Units Sold

  • Store Margin Percent

    Description: Gross Margin Pct = Gross Margin / Gross Sales

  • Store Revenue

    Description: Net Sales = Gross Sales - Returns - Sales Discounts

  • Store Units Sold

    Description: Units Sold

Perspective: Internal Business
  • Average Inventory

    Description: Moving Average (Inventory Units)

  • Inventory Control

    Description: Inventory Turnover = COGS / Inventory $

  • Inventory Lead Time

    Description: Inventory Weeks = Inventory Units (Actual) / Units Sold (Plan)

  • Store Productivity

    Description: Net Sales / (COGS + G & A Expenses + Salary Expenses + Advertising Expenses)