Daily Flash vs Plan Dashboard

The Daily Flash vs Plan dashboard contains the same at-a-glance info as the daily and weekly flash dashboards, but has comparisons vs your plan data from the Revenue Plan BSD

Daily Flash vs Plan Dashboard

Key Topics

Dashboard Description

The Daily Flash vs Plan dashboard gives you the same information as the Daily Flash dashboard, however all comparisons are vs your plan numbers from your Revenue Plan BSD.  This dashboard is focusing on the same six metrics:

  1. Traffic
  2. CVR (Conversion Rate)
  3. Orders
  4. AOV
  5. Gross Sales
  6. Vendor Reported ROAS

The Daily Flash vs Plan gives you comparisons for each metric vs plan over four different time frames, Yesterday, Week to Date (WTD), Month to Date (MTD), Year to Date (YTD).  Note that the plan numbers are coming from your Revenue Plan and Marketing Plan BSD sheets.

In the middle of the dashboard are trend visualizations to show you how performance is trending over the last 90 days.  Note that the filters at the top of the dashboard can be used to change those timeframes and to change the date types in the visualizations (you can change the daily numbers to weekly or monthly).

Getting an understanding of your brand’s current trajectory, relative to past and planned, is crucial in understanding the overall health of your brand. We’ve highlighted key performance metrics to help you stay on top of your data and answer the question “Is my brand performing to expectations?”. At-a-glance indicators tell you if things are going well and you can focus on strategy, or if things are going off-track, you have an idea of where to dig in and fix. 

HOW TO USE THIS DASHBOARD:

The Daily Flash vs Plan dashboard can be explored like any other dashboard, however, it was designed to be scheduled as a daily or weekly email attachment.  For more information on how to schedule a dashboard or report, see here.

 

DATA WARNING:

The Daily Flash vs Plan dashboard contains different data depending on the product type:

GROWTH

  • Order data includes all non-retail orders
  • Conversion data includes total traffic divided by non-recurring orders (subscription orders are excluded)

PRO

  • Order data includes all Daasity Valid non-retail orders.  See here for more information on Daasity valid vs valid orders
  • Conversion data includes total traffic divided by non-recurring orders (subscription orders are excluded)

It is important to make sure that the plan data you are inputting in the Revenue Plan BSD matches with the order data that you are showing.  For instance, do not include Retail data in your plan data as it will not be included in your actual order data.

Daily, Weekly, Monthly, Annual Section

In the image below, there are 3 areas outlined. 

Daily Flash vs Plan Dashboard - Areas
Section A: The top section shows the six key metrics outlined above for Yesterday.  This also provides comparisons against your plan data.  The "0's" indicate that there is no plan information entered for those metrics.

NOTE ON AMAZON DATA:

If you are including Amazon data in your plan, note that how Amazon classifies transactions is different from Shopify. Amazon may have orders that have a status of "Pending", which typically indicates the payment method has not been verified. When orders have a status of Pending, Amazon does not include the $ value of the order in its API data, which means you may be under-reporting your Amazon revenue in the days after an order was actually placed. For more on pending Amazon orders, see here.

 

Performance Visualizations

Daily Flash vs Plan Dashboard - Visualizations
Section B
: In the center of the report you will see graphics of the same six key metrics over the last 90 days. These make it easier to see trends over time and identify, for example, when a key metric may have started declining.

WTD, MTD, YTD Section

Daily Flash vs Plan Dashboard - WTD
Section C:
 The bottom section mimics the top, but uses the time periods for Week to Date, Month to Date, and Year to Date with comparisons vs plan.

 

Requirements

 

Reports

Traffic Yesterday

Conversion Rate Yesterday

Orders Yesterday

AOV Yesterday

Gross Sales Yesterday

Vendor Reported ROAS Yesterday

Traffic Yesterday vs Plan

Conversion Rate Yesterday vs Plan

Orders Yesterday vs Plan

AOV Yesterday vs Plan

Gross Sales Yesterday vs Plan

Vendor Reported ROAS Yesterday vs Plan

Conversion and Traffic Over Time

Orders Over Time

Revenue and AOV Over Time

ROAS and Spend Over Time

Traffic WTD vs Plan

Conversion Rate WTD vs Plan

Orders WTD vs Plan

AOV WTD vs Plan

Gross Sales WTD vs Plan

Vendor Reported ROAS WTD vs Plan

Traffic MTD vs Plan

Conversion Rate MTD vs Plan

Orders MTD vs Plan

AOV MTD vs Plan

Gross Sales MTD vs Plan

Vendor Reported ROAS MTD vs Plan

Traffic YTD vs Plan

Conversion Rate YTD vs Plan

Orders YTD vs Plan

AOV YTD vs Plan

Gross Sales YTD vs Plan

Vendor Reported ROAS YTD vs Plan

Related Resources

Amazon Pending Orders