How to create a Specials KPI report

  1. Navigate to Dashboards.

  2. Select “Reports” from the drop-down menu in the top left corner of the screen.

  3. Select the “+ Create New Report” button in the top right corner.

  4. Type in a Name and a description of your report. Then select "Specials KPI” from the drop-down menu and hit “next.”

  5. Select your desired data points and select next.

  6. 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.

Data points

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.

Total transactions

  • 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.

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