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