KPI Data Fields

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
    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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