Retail Metrics & KPIs

Description

Most commonly-used Retail Metrics and KPIs from the perspectives of both transactional performance and customer behavior analysis such as: Total Sales, Net Profit Margin, Average Basket Size, Average Transaction Value, Active Customers, Repeat Purchase Rate and Customer Lifetime Value, etc.

Metrics Details

Total Sales: The total amount of sales generated from all transaction orders during a specified time period.
Total Transactions: The number of transaction orders placed by customers during a specified time period, after accounting for any duplicates.
Total Order Quantity: The total number of items sold across all transaction orders during a specified time period.
Net Profit: The total revenue generated from transaction orders after accounting for all costs, including product costs, marketing expenses, and overheads.
MTD of Net Profit: The net profit earned during the current month-to-date period.
MOM of Net Profit: The percentage change in net profit from the previous month to the current month.
Net Profit Margin: The net profit earned as a percentage of total sales.
Average Basket Size: The average number of products sold per transaction order during a specified time period.
Average Transaction Value: The average sales amount per transaction order during a specified time period.
Average Transaction Revenue: The average profit earned per transaction order during a specified time period.
Active Customers: The total number of unique customers who made at least one purchase during a specified time period.
Number of Repeat Purchases: The total number of purchases made by customers during a specified time period, including both first-time and repeat purchases.
Repeat Purchase Customers: The total number of unique customers who made more than one purchase during a specified time period.
Repeat Purchase Rate: The percentage of active customers who made more than one purchase during a specified time period.
Customer Lifetime Value: The total revenue earned from all purchases made by a customer during their lifetime as a customer.

The dataset used in this metrics template is from Kaggle, with Mohamed Harris as author. Parts of the data are adjusted on the basis of the original dataset.