Daily Flash vs Plan Dashboard

Daily Flash vs Plan Dashboard
Overview

The Daily Flash vs Plan dashboard gives you the same information as the Daily Flash dashboard, however all comparisons are vs your plan numbers rather than historicals.  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. 

The Daily Flash vs Plan dashboard is combining all sales data. This could include multiple Shopify stores, Amazon or Other orders entered through Brand Data. You may easily update the Traffic, Order, and Revenue Filter at the top of the dashboard to isolate a store or group of stores.  Make sure that you are comparing your relevant plan data vs the correct store 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.

If including Amazon data, note that how Amazon classifies transactions is different from Shopify. Amazon may have orders that were place in 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 revenue in the days after the order was actually placed. 

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.