Category and Segment Performance Report

Category and Segment Performance Report

The Category and Segment Performance Report will compare your sales by Category and Segment over a date range. The Report will Rank Categories, Segments and Stock Items by Quantity Sold, Gross Profit, Total Sales or Percentage of Returns.

Segments are an additional level of product categorisation under the Retailer Department and Category structure. The Hierarchy is Department -> Category -> Segment. They are used by Magazine and Card Suppliers for more detailed reporting of product sales by Sub-Category. 
NotesIf you don't use Segments, this report should not be used. Try the Monthly Sales Comparison Report instead.

Segments are set by importing a Supplier Stock File from certain Suppliers. See the relevant article for steps for your Supplier.
Importing a Hallmark Cards Stock File

Generating the Report

  1. In the top menu bar of the Retailer Main Screen, click Reports -> Sales Reports -> Category and Segment Performance Report.
  2. Under Select Date Range, choose between:
    1. Moving Annual Total.
    2. Year to Date. Either Calendar Year or Financial Year
    3. Quarter. Either Jan - Mar, Apr - Jun, Jul - Sep, Oct - Dec
    4. Date Range. Select 2 Date Ranges to compare
  3. If you wish to show only a particular Department, select it from the list. Eg Cards
  4. The Report can be run in 2 modes:
    1. Supplier Category Segment Stock
      1. Choose between All Categories or a Selected Category
      2. Choose between All Suppliers or a Selected Supplier
    2. Title Comparisons (for Magazines)
      1. Add Groups to Include
      2. Add Individual Stock Items to Include
  5. Under Select the Visual Options for the Report, you can choose to Show:
    1. Show Segments under each Category
    2. Show Individual Stock Items under each Segment
    3. Show Segment Total Sales as a percentage of Total
  6. Under Rank Report on, choose between
    1. Quantity Sold
    2. Gross Profit $
    3. Total Sales $
    4. Returns %
  7. Click Preview

Reading the Report

The Category and Segment Performance Report will show sales figures for two date ranges for comparison with a Variance between the two date ranges.
Click the Category or Segment Names to expand or collapse the report data under that Category or Segment.
The Following data points will show on the report:
  1. Units Sold - Total number of items sold in the date range
  2. Total Sales - Total ex tax retail value of items sold in the date range
  3. GP $
  4. % of Total Sales - Percentage of Total Sales each category makes up in the total sales in the report. Segments shows percentage of Sales within each Category. Stock Items show percentage of Sales within each Segment.
  5. Returns %

Exporting the Report

You can export the report to either a PDF document or Excel spreadsheet by using the Preview button and following the below steps:
  1. PDF - Click on the red PDF button at the top of the report and choose your save destination.
  2. CSV - Click the Create CSV button at the top of the report and choose your save destination.
  3. Excel spreadsheet - Click on the Print button at the top left. Tick 'Print to File' and select 'Xlsx Data File'. Click on the three dots button to choose your save destination. Click OK to save the file.

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