KPI Data Fields
M
Written by Matt Panton
Updated this week

General Definitions:

Return(ed) = Order pick up or delivery, i.e. returned to customer

Agent = Source of sale, corresponding to a store, route, or group

Types of KPIs:

Notes/Issues

  • Assigned to - Employee issue is assigned to

  • Type

  • Category

  • Sub Category

  • Message - Message Content

  • Created Date

  • Issue Due Date

  • Resolved Date

  • Resolved / Closed - Is issue resolved?

  • Has Photo

  • Customer

  • Customer Agent

  • Order Agent

  • Sale ID - Order Number

  • #Room / #Ref - Customer Extra Information Field like room number / invoice number

  • Item Brand

  • Guest Name

  • Item Type

  • Payment Setting

  • Item Fabrics

  • Item Barcode

  • Item Colors

Alterations

  • Alteration Type

  • Alteration Note

  • Agent

  • Sale ID - Order Number

  • Assigned To

  • Payment Setting

  • Alt Created By

  • Alt Completed By

  • Sold By - Employee who detailed item

  • Customer ID

  • Customer

  • Piece Count

  • Before Discount Amount

  • Discount Amount

  • Alteration Created - Date

  • Alteration Completed - Date

  • Sale Created - Date

  • Sale Ready Date

  • Due Date

  • Production Due Date

  • Paid Date

  • Item Type

  • Item Barcode

  • Item Brand

  • Colors

Customers

  • Customer ID

  • Full Name

  • First Name

  • Last Name

  • Company

  • Is Active

  • Cell Phone

  • Home Phone

  • Email

  • Billing Email

  • Billing Address - Street

  • Billing Address - Apt/Suite

  • Billing Address -ZIP

  • Billing Address - City

  • Billing Address - State

  • Delivery Address - Street

  • Delivery Address - Apt./Suite

  • Delivery Address - ZIP

  • Delivery Address - City

  • Delivery Address - State

  • Date When Added to Route

  • Route Stop Number

  • Register Date - Signup date, not necessarily first visit date

  • Register Location

  • Registered By - Employee

  • First Visit Date

  • First Visit Amount

  • Second Visit Date

  • Second Visit Amount

  • Third Visit Date

  • Third Visit Amount

  • Fourth Visit Date

  • Fourth Visit Amount

  • Fifth Visit Date

  • Fifth Visit Amount

  • First Return Date

  • First Return Amount

  • Second Return Date

  • Second Return Amount

  • Third Return Date

  • Third Return Amount

  • Fourth Return Date

  • Fourth Return Amount

  • Fifth Return Date

  • Fifth Return Amount

  • Last Visit Date

  • Agent

  • Delivery Preference - Account Delivery Setting, ex: Regular or Will Call

  • Route

  • Group

  • Billing Account - Account that this customer's orders are billed to

  • Delivery Account - Account that this customer's orders are delivered with

  • Paid with Master Account - Yes/No, is this customer billed to another master account?

  • Promotion - Permanent customer promotion set up in customer profile

  • Payment Setting

  • Total Spending - Total spending all time

  • Monthly Spending - Avg per month, using all time spending

  • Number of Orders- All time

  • Number of Pieces - All time

  • Current Balance - Statement customers only, the balance that has NOT been billed

  • 30 Balance - 1-30 balance based on billed date for statement customers, and order A/R date for POS and autopay customer

  • 60 Balance - 31-60 balance *same dates as above*

  • 90 Balance - 61-90 balance *same dates as above*

  • 91+ Balance - 91+ balance *same dates as above*

  • Total A/R - Total of all above A/R balances

  • Due Balance - Total of all above A/R balances EXCEPT for "current"

  • Net Balance - Total A/R Balance minus Credit Balance

  • Credit Balance - Total available to use credits on account

  • Send Emails - Account set to receive emails, yes/no

  • Send Texts - Account set to receive texts, yes/no

  • Tax Exempt

  • Apply Upcharges - Do upcharges apply to this account, yes/no

  • Has Card on File - Yes/no

  • Credit Card Status - Active/Decline/Expired

  • Spending Demographic - Almost No Spending / Low Spenders / Average Spenders / Good Spenders / Top Spenders (each 20% of the customer base, ex. Almost No Spending is 0-20th percentile)

  • Locker Customer - Is locker customer? Yes/no

  • Frequency (weeks) - Average visit time in weeks, ex. if a customer averages a visit a month, frequency = 4 weeks

  • Lost (weeks) - Customer flagged as Lost once they have no visit for 2x their Frequency (above). This displays in weeks how long a customer was lost

  • Spending Percentile

  • Aging Inventory - Days since earliest order that is ready to be picked up was readied

  • Referral Source - Optional field in the system, if enabled creates a custom list of options for referral source

  • 2018 Sales - Customer sales total for 2018

  • 2019 Sales - Customer sales total for 2019

Deliveries

  • Route

  • Customer ID

  • Customer

  • Delivery Preference

  • Delivery Instructions - Instructions that customer can add while scheduling online

  • Cleaning Instructions - Instructions that customer can add while scheduling online

  • Address Type - Billing/Home/Other

  • Address

  • ZIP Code

  • City

  • State

  • Vehicle - Vehicle assigned to the driver's phone

  • Locker Barcode

  • Delivery Status - Scheduled / Completed / Missed / Cancelled / Deleted

  • Date Created

  • Driver

  • Created By

  • Cancelled By

Gift Cards

  • Transaction Reference - Transaction reference number

  • GiftCard - Gift card barcode

  • GiftCard Creation Date

  • Transaction Amount

  • Transaction Date

  • Transaction Operation - Redeemed / Sold

  • Transaction Source

  • Transaction Staff Name

  • Transaction Station Name

  • Transaction Store Name

  • Customer ID

  • Customer Name

  • Customer Agent ID

  • Customer Agent

Orders

  • ID - Sale ID / Order #

  • Customer ID

  • Customer
    โ€‹Customer First Name

  • Customer Last Name

  • Customer Email

  • Customer Phone

  • Customer Company Name

  • Customer Delivery Preference

  • Paid with Master Account

  • Address Type

  • Address

  • Apt./Suite

  • ZIP Code

  • City

  • State

  • Billing Account

  • Delivery Account

  • Agent

  • Associated Store(s) - Main Agent that this Agent is associated with, if set

  • Payment Setting

  • Created By

  • Return Location

  • Extra Identifier - ID / Room order field

  • External Barcode

  • Status - Order Status

  • Piece Count

  • Price

  • Paid Amount (inc. Deposits) - Any payment, prepayment, or deposit amount linked to this order

  • Discounted Amount

  • Before Discount Amount

  • Total Tax

  • Taxable Amount - $ amount of order that can be taxed, if only certain departments are taxable

  • Promotion

  • Created

  • Due Date

  • Production Date

  • Detailed Date

  • Assembly Date

  • Returned Date

  • Ready Date - Corresponds with time when last part of order is RACKED, which is when the order is marked as READY and goes into A/R

  • Paid Date

  • Deleted Date

  • Payment Method

  • Paid By - Employee

  • Promotion Added By - Employee

  • Promotion Added Date

  • Financial Department(s) - Departments the order is comprised of, could be multiple

  • Group - Group customer belongs

  • Notes

Items

  • Sale ID - Order number

  • Customer

  • Customer Email

  • Customer Phone

  • Billing Account ID

  • Agent

  • Payment Setting

  • Associated Store(s)

  • Created By

  • Return Location

  • Piece Count

  • Lot Status

  • Item Status

  • Price

  • Applied Tax

  • Discounted Amount

  • Before Discount Amount

  • Before Tax Amount

  • Taxable Amount

  • Non Taxable Amount

  • Up Charge Amount

  • Down Charge Amount

  • Item Base Price

  • Created

  • Due Date

  • Production Date

  • Detailed Date

  • Order Assembly Date

  • Returned Date

  • Ready Date

  • Paid Date

  • #Room/#Ref

  • Guest Name

  • Classification - Item or surcharge? Surcharges populate Item KPIs as their own line item

  • Item Type

  • Brand

  • Item Description

  • Special Cares

  • Colors

  • Fabrics

  • Pattern

  • Detailed by

  • Pressed by

  • Assembled by

  • Removed by

  • Returned by

  • Production Value

  • Financial Department

  • Barcode

  • Is New - First time barcoding item

  • Category

  • Item Assembly Date

  • Item Pressing Date

  • Item Removal Date

  • Item Detail Date

  • Item Spotting Date

  • Item Repair Date

  • Ticket Finished Date

  • Item Bagged Date

  • Item Pickup Date

  • Item Deliver Date

  • Item Return Date

  • Last Location Label

  • Last Location Barcode

  • Last Racked by

  • Last Racked Store

  • Racked on Ticket

  • Last Racked on Date

  • Tax Zone

  • Surcharge Name

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