How to create a Specials KPI report
Navigate to Dashboards.
Select “Reports” from the drop-down menu in the top left corner of the screen.
Select the “+ Create New Report” button in the top right corner.
Type in a Name and a description of your report. Then select "Specials KPI” from the drop-down menu and hit “next.”
Select your desired data points and select next.
Select your filter.
There is only one filter for this report. This filter allows you to gather data over a selected date range.
Note that specials created in Flowhub classic will appear on this list only if used during the date range selected.
Total discount amount
This is the sum of all discounts given for the selected date range. This is commonly used to receive reimbursements from suppliers.
Total # of items discounted
Counts the number of units sold for the selected date range. Note that flower is counted as a unit as well. 7g grams of a single strain of bulk bud will count as one unit in this column. This can be used to analyze whether a special has helped boost sales for an item.
Average Discount amount per transaction
This is the total discount amount divided by the total number of transactions for a selected date range. This will help you compare the discounts given between specials, letting you know if you decrease or increase the discount amount of an under or over-performing special.
The total number of transitions that included a specific special for the selected date range. This helps determine how popular a special is among your customers and patients.
Average number of items per transaction.
The number of all items in a transaction that includes a specific special divided by the total transactions that include a specific special. This can be used to determine if a special helps boost the number of items purchased in a single transaction.
Average sale amount
Total sales, before tax, divided by the total number of transactions that include a specific special. This can be used to determine whether or not a special has helped increase sales.
# of Unique Customers
This is the total number of unique customer IDs that used this special during a selected date range. This can help determine how popular a special is across all customers that visit your dispensary. Note: this number can be skewed if your region does not regularly collect and retain customer data.