Getting Started with Retail Orbit

Retail Orbit is your central hub for accessing retail data, reports, and insights designed to help you make smarter merchandising decisions.

You can access Retail Orbit anytime by visiting: www.retailorbit.com

Because Retail Orbit is a cloud-based platform, you can log in from anywhere with an internet connection — whether you are in your store, at home, or on the road.

What is Retail Orbit?

Retail Orbit brings together your store's data to provide clear, actionable insights. The platform allows you to:

• View performance metrics across your business
• Analyze inventory and sales trends
• Monitor buying opportunities and open-to-buy
• Access reports that support better merchandising decisions

Retail Orbit acts as your one-stop shop for retail data, reporting, and insights.

Accessing Retail Orbit

Getting started is simple:

1. Open your web browser
2. Navigate to www.retailorbit.com
3. Enter your login credentials

Explore with Confidence

Retail Orbit is designed to be easy to navigate and safe to explore.

Feel free to open reports, apply filters, and review different views of your data.

You won't break anything by exploring. The platform is built so you can interact with reports freely while gaining a deeper understanding of your business performance.

Navigating Retail Orbit

The navigation bar at the top of the screen helps you move throughout the platform. Below is an overview of each tab.

Dashboard

This dashboard gives you an at-a-glance view of your store's performance for the current month, alongside longer-term trends. At the top, you'll see your monthly recap, comparing actual results to plan across four key metrics — Sales, Inventory, Inflow, and Markdowns — each with a progress bar showing percent of plan achieved. Below that, a Sales Trending chart tracks how actual sales compare to plan and to last year over the past six months, so you can quickly spot whether you're ahead or behind pace. You can filter by location and date range, and toggle between "vs Plan" and "vs Last Year" views to focus on whatever comparison matters most.

Dashboard Tutorial

Performance

This view gives you a high-level look at how your business is performing — 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.

Performance Tutorial

Reports

This section gives you access to all of your M1 reporting.

On Demand Reports

On Demand reports update dynamically throughout the month as new data becomes available. Available On Demand reports include:

• Plan on Demand
• Progress
• OTB Recap
• Inventory Action
• Global Analytics

Monthly Reports

Monthly reports are static reports that reflect the data for the month that has just closed. Available Monthly reports include:

• Merchandise Plan
• Class Performance
• Inventory Performance
• Buyer Performance
• Inventory Variance
• KPI Report
• Monthly Export
• Data Validation

Custom Reports

Custom Reports are reports you create and tailor to your specific business needs.

Training Video: Creating a Custom Report

Report Controls

At the top of the Report Library, you will find report controls that allow you to customize how reports are displayed. These controls allow you to:

• View reporting at Retail or Cost
• Adjust how reports are sorted
• Select the date range you would like to view

Viewing and Downloading Reports

Retail Orbit provides multiple ways to view and export reports.

View Report

Select View Report to open the dynamic and interactive version of the report within Retail Orbit.

Generate and Download Reports

ck to generate the report and click on to download and open the report.   A PDF version can be printed by selecting the print icon from within the report itself.

Export Options

Most reports can also be exported to Excel or CSV directly from within the report.

The only exceptions are:

• Plan on Demand
• Merchandise Plan

Need Help?

No problem! You can access support in two ways:

Knowledge Base

Access our 24/7 Knowledge Base to find answers, tutorials, and step-by-step guides.

Support Ticket

If you cannot find the answer to your question, you can create a Support ticket, and our team will be happy to assist you.

• Navigating Retail Orbit.pdf1 MB