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.

Use this workflow
1

Data Collection

  1. Pull weekly Z-report totals from each store
  2. Export e-commerce sales from Shopify
  3. Reconcile BOPIS and ship-from-store orders
  4. Confirm tender breakdown ties to deposits
  5. Verify all stores have reported
2

KPI Calculation

  1. Calculate comp sales versus prior year
  2. Compute UPT, ATV, and conversion rate
  3. Calculate sales per labor hour
  4. Review markdown percentage and sell-through
3

Variance Investigation

  1. Flag stores missing comp by more than 10%
  2. Assess severity of comp variance
  3. Request store-manager commentary on miss
  4. Escalate severe variances to district manager
4

Report Build

  1. Refresh the Looker weekly recap dashboard
  2. Build top and bottom store rankings
  3. Write the executive summary commentary
5

Quality Assurance

  1. Tie net sales to the GL in QuickBooks
  2. Sign off on the final weekly recap
6

Distribution

  1. Send the weekly recap to store managers
  2. Brief leadership on the weekly numbers
  3. Archive the recap in the shared drive