Retail KPI Templates
Retail KPI Dashboard (Excel)
A weekly KPI dashboard for store managers and district leaders. Drop in raw weekly numbers and the workbook fills in 12 KPIs with target zones, vs-target deltas and a 12-week trend chart.
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About this template
A weekly KPI dashboard for store managers and district leaders. Drop in raw weekly numbers and the workbook fills in 12 KPIs with target zones, vs-target deltas and a 12-week trend chart.
What's included
- 12 retail KPIs auto-calculated (conversion, ATV, UPT, GM%, markdown, sell-through, labor%, SPLH, sales/sq ft)
- Weekly Inputs sheet: enter raw numbers, dashboard refreshes automatically
- Editable Targets sheet: adjust ranges to your retail format
- vs-Target heat-map with color-scale conditional formatting
- Embedded 12-week net-sales trend chart
Related Calculators
Gross Margin Calculator
The cleanest read on how much of every sales dollar you actually keep after paying for the goods. Gross margin drives every downstream financial decision in retail: what to price, what to promote, what to keep on the shelf. Margin percent, the markup equivalent, cost as a percent of revenue and the price-to-cost multiplier all appear together, which is what it takes to translate between the three lenses without reaching for a second tool.
Sales Target Calculator
A sales target built from a single top-down number ("we need 8 percent growth this year") tells a store manager nothing about what to actually do differently on Tuesday. A sales target built from traffic, conversion rate and average transaction value tells the manager exactly which lever to pull and by how much. Traffic, conversion rate and average transaction value produce the daily, weekly, monthly and annual targets, which keeps the target attached to the three levers a manager can actually move on Tuesday.
Productivity Calculator
Sales per labor hour (SPLH) is the most operationally actionable productivity metric in retail because it moves at the same weekly cadence store managers use to build schedules. Unlike sales per FTE, which is best suited to quarterly or annual comparisons, SPLH responds to the exact staffing decisions a manager makes for next week's schedule. It produces SPLH, and SPLH is what turns next week's schedule from a hunch into something you can check afterwards.
Related Articles
The Retail KPI Guide: 18 Metrics Every Store Should Track
A practical reference of the 18 retail KPIs that actually move the business, with formulas, benchmarks, and how to use each one.
Retail Analytics: 10 Metrics Every Store Should Track Weekly
A simple weekly review of these ten metrics separates great stores from average ones. Here is what to track, why, and how to act on it.
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