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The Store KPI Report shows performance data for your store over the course of a year. To access this report, from the Dashboard, click on Store KPI Report from the Left side of the screen:
The report shows your performance over the course of a year.
The rows at the top are:
- Inventory Base
- Layaway Balance
- Loan Balance
- Net Revenue MTD
- Net Revenue YTD
- Net Customers
The columns are:
- Metric Description
- Current Year To Date
- Prior Year To Date
- Last Business Date
- Current Month Current Year
- Previous Months (12 total Previous Months)
The report shows data for the following rows:
Note: Rows only appear on the report if your store utilizes the feature listed. If you do not see a row reflected on your report, there was no data set returned for that category.
NOTE: For all line items with “MTD” in the description. On this report the “MTD” (Month to Date) represents the actual MTD totals for the month of the day the report was requested.
The data on this report always runs up to yesterday's date.
New Loans
All new loans written, MINUS loan renewals.
[All new loans written] - [Loans Renewed]
Loans Renewed
Former Tickets Redeemed Principal Amount
Loans Renewed To New Loans
New Loan Principal Amount
Partial Payment Principal Paid
Total of partial Principal Payments
Loans Redeemed
All loans redeemed, bought, paid in full, or reactivated.
Loans Forfeited
All loans that were allowed to default in the period.
Loan Balance
Active loans at the end of the loan period. This includes the following dispositions:
- ON LOAN
- COURTESY HOLD
- NOTICE
- BANKRUPTCY
- POLICE PICKUP
- POLICE LOAN HOLD
- FIREARM HOLD
- FIREARM DENIED
- FIREARM APPROVED
- FIREARM IN PROCESS
- REDEEM
- FIREARM HOLD
Active Loan Qty
Number of loans active
Active Loans Avg Amt
Loan Balance divided by the count of active loans
[Loan Balance] / [Active Loan Qty]
New Loans Avg Amt
All new loans written, MINUS loan renewals, divided by the count.
([All new loans written] - [Loans renewed]) / [Number of new loans written])
Loans Forfeited Avg Amt
All loans that were allowed to default in the period, divided by the count.
[Loans Forfeited] / [Number of loans forfeited]
Annual Forfeit Trend Rate
For each period, for the prior 12 months. Divide the defaulted loan dollar total by the new loan dollar total (including renewals, since they weren't allowed to fall).
[Loans Forfeited] / [New loans written for the prior 12 months]
Note: The denominator includes renewed loans, since repeatedly renewed loans should count as a positive.
Total Pawn Service Charges
[Total Interest Collected] + [Total Fees Collected] - [Total Interest Rebates]
Note: Interest + Fees + Rebate (rebate is stored as a negative)
Pawn Service Charges (Extension/Renewals)
For all extension, renewal, and loan up transactions:
[Total Interest Collected] + [Total Fees Collected] - [Total Interest Rebates] + [Principal Increases]
Pawn Service Charges (Extension/Renewals via Inter-Store Txns)
(This line item for multi store companies that do Inter-Store Payments. Money collected in another store for loans residing in this store)
[Total Interest Collected] + [Total Fees Collected] + [Principal Increases] - [Total Interest Rebates] (Money collected in another store for loans residing in this store)
Pawn Service Charges (Redemptions)
For all redemption transactions:
[Total Interest Collected] + [Total Fees Collected] - [Total Interest Rebates]
Pawn Service Charges (Redemptions via Inter-Store Txns)
(This line item for multi store companies that do Inter-Store Redemptions. Money collected in another store for loans residing in this store)
[Total Interest Collected] + [Total Fees Collected] - [Total Interest Rebates]
Pawn Yield
The "Pawn Yield" calculation is as follows:
Pawn Yield = [Pawn Service Charges Collected] / [Average loan balance for the current month]
Further,
The [Pawn Service Charges Collected] is the sum of all interest and loan ticket fees collected for the current month.
The [Average loan balance for the current month] is the month beginning loan balance plus the month ending loan balance, divided by two. Basically, the average of the beginning and ending monthly loan balance.
The loan balance is the total outstanding loan amount at a given time.
New Buys Written
Total customer buy tickets for the period.
New Buys Written Avg Amt
Total customer buy tickets divided by the total buy ticket count for the period.
[New Buys Written] / Total buy ticket count
Inventory Balance
Total active inventory at the end of the period, including the following status codes:
- UNPRICED
- IN TRANSIT
- INVENTORY
- AUCTION
- LAYAWAY
- PENDING SHIPMENT
- PENDING PICKUP
- FIREARM DENIED
- PENDING OFFER
- FIREARM PROCSS
- PENDING WEB SALE
- STOLEN INV - CONT
- STOLEN INV - NONCONT
- RECYCLE LIST
- BUY
- DAMAGED INV - CONT
- DAMAGED INV - NONCONT
- POLICE INVENTORY HOLD
- FIREARM APPROV
- MISSING INV
- FIREARM HOLD
Inventory Turns Annually
Estimated annual inventory turnover rate for all items based on sales Year To Date.
[Scrap COGS + Retail COGS] / Average Inventory * 365 / Number of Days in Date Range
Layaway Balance
All active layaways at the end of the period.
Retail Sales Total
The "Retail Sales" calculation is the sum of the following:
Gift Cards are excluded
Regular sales (of every kind, taxable and non-taxable)
Hold Sales
Final Layaway Sales (last payment, customer takes item home. Sale is booked)
Layaway Final Holds (last payment received, item is being held for customer return. sale is booked)
Fees collected
Shipping
Retail Sales
Amount in retail sales excluding shipping, fees, and gift cards
Retail Sales Shipping
Amount of shipping charges on retail sales
Retail Sales Fees
Amount of fees collected on retail sales
Retail Sales Gross Profit Amt
Sum of the retail amounts in Retail Sales minus the sum of the cost (COGS) of those transaction line items.
Retail Sales Gross Profit %
Retail Gross Profit divided by the Total Retail Sales (Line 20)
[Retail sales gross profit amt] / [Retail sales]
Scrap Sales
Amount of completed scrap sales (received back check)
Scrap Sales Gross Profit Amt
For all CLOSED scrap buckets, the sum of the received amount minus the cost. This is the NET income.
[Scrap Sales] - [cost]
Scrap Sales Gross Profit %
This is the net income, divided by the total received amount.
[Scrap Sales Gross Profit Amt] / [Scrap Sales]
Total Sales
This is the total retail sales as well as scrap
[Retail Sales Total] + [Scrap Sales]
Total Sales Gross Profit Amt
Retail sales profit amount, plus the scrap profit amount
[Retail Sales Gross Profit Amt] + [Scrap Sales Gross Profit Amt]
Total Sales Gross Profit %
This is the net sales, divided by the total sales amount
[Total Sales Gross Profit Amt] / [Total Sales]
Net Revenue (Excluding Scrap)
Sum of total pawn service charges collected, plus the retail gross profit. (Excluding Scrap)
[Total Pawn Service Charges] + [Retail Sales Gross Profit Amt]
Net Revenue (Pawn Service Charges, Retail, Scrap)
Sum of total pawn service charges collected, the retail gross profit and the scrap income.
[Total Pawn Service Charges] + [Retail Sales Gross Profit Amt] + [Scrap Sales Gross Profit Amt]