What's New: Performance
Performance is a deeper view for digging into the story behind your numbers. Six sections run across the top — Key Metrics, Transactions & Profitability, Retail Performance, Health & Cash Flow, Best Performers, and Merchandise Insights — with Filters available throughout.
Key Metrics
Five cards — Sales, Inventory at Retail BOM, Annual Turn, Markdowns, and Inflow — each showing the current value, variance vs Plan (color-coded for whichever direction is actually favorable for that metric), and Last Year.
- A period toggle switches all five cards between MTD, Last Month, Last 3M, and Last 12M.
Tap a card to expand it in place
- A "Why it matters" explainer for the metric.
- A 6-month trend chart.
- Three comparison boxes: Plan, Last Year, and Peers (peer benchmarking currently shows "Coming Soon").
- An "Indie insight" callout closes out the expanded view, prompting you to use the trend and comparison to guide your next planning conversation.
Transactions & Profitability
Transaction-level detail: Total Transactions, Average Order Value, and Gross Margin as headline cards, each with its own trending and vs-LY comparison.
- Four supporting stats round it out: Units/Transaction, Total Units Sold, Markdowns, and Turn.
Retail Performance
Monthly trends by location, switchable between Sales, Inventory, Cash Margin, and Inflow, with 3M / 6M / YTD / Last 12M views and an All Locations filter.
- A detail strip breaks out [Metric] Plan, Trailing Actual, Variance to Plan, Last Year, Variance to LY, and the exact period — the same structure as the Dashboard's Sales Trending, extended to every metric and every location.
- The chart layers Last Year, Actual, and Plan as three lines over the period.
Health & Cash Flow
Two panels, side by side.
RetailORBIT Health Score™ panel
- Your score on the Poor–Fair–Average–Good–Excellent dial, plus how much it's moved since last month.
- Below the dial: your vertical average, which reads "Benchmark unavailable" until there's enough peer data, and the score change itself.
- Five scored components sit alongside the dial — Gross Margin, Sales Growth, Markdowns, Annual Turn, and Inventory Freshness — each with a status pill and a one-line explanation (for example, "23% of sales with +5.4 pts vs LY").
Cash & Margin Flow panel
- A donut chart of Revenue, Purchases, and Cash Margin with exact dollar figures and period-over-period movement.
- Two supporting stats — GMROI and CMROI — both compared to last year.
Best Performers Coming Soon
Top vendors ranked by sales, filterable by Vendor, Product Type, or Items.
- A This Year vs. Last Year chart sits above a sortable table (Sales $ and Units, both TY/LY/YoY) — click any row to highlight it and update the chart.
- Where this isn't yet enabled for a client's POS integration, this section shows a "Coming Soon" message instead.
Merchandise Insights
Class-level performance, sortable by Buying Opportunity, Fastest Sell-Through, or Slowest Sell-Through, viewable in Retail or Cost dollars, with a Top 10 limiter.
- Columns cover Sales, Markdowns, Inventory, Vs Trend, Vs Plan, On Order, and OTB Opportunity (its own mini progress bar).
- A Status column flags each class Buy now or Watch.
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