Weekly Sales Reporting Checklist
Start using this Workflow
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
