Weekly Sales Reporting Checklist

Weekly cadence for a multi-unit retail operations team to pull POS and e-commerce sales, calculate comp/UPT/ATV/SPLH, validate against the GL, and distribute the weekly sales recap to store managers and the leadership team.

6 sections 21 steps

Data Collection

Pull weekly Z-report totals from each store
Export e-commerce sales from Shopify
Reconcile BOPIS and ship-from-store orders
Confirm tender breakdown ties to deposits
Verify all stores have reported

KPI Calculation

Calculate comp sales versus prior year
Compute UPT, ATV, and conversion rate
Calculate sales per labor hour
Review markdown percentage and sell-through

Variance Investigation

Flag stores missing comp by more than 10%
Assess severity of comp variance
Request store-manager commentary on miss
Escalate severe variances to district manager

Report Build

Refresh the Looker weekly recap dashboard
Build top and bottom store rankings
Write the executive summary commentary

Quality Assurance

Tie net sales to the GL in QuickBooks
Sign off on the final weekly recap

Distribution

Send the weekly recap to store managers
Brief leadership on the weekly numbers
Archive the recap in the shared drive

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Sections 6

Steps 21

Category Retail

Price Free to start

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