Retail Reporting, Dashboard KPIs and Store Visibility
BizTracker Infinity POS can help retailers review sales, gross profit, stock movement, inventory value, purchasing activity, basket size, stock turn, GMROI, and store performance through reporting and dashboard tools.
For liquor stores, grocery stores, convenience stores, specialty retailers, and multi-store operators, better reporting starts with clean item data, accurate receiving, consistent stock movement, and a POS system built to show what is happening in the business.
Know What Is Happening in the Store
Retail owners need more than a daily sales total. They need to know what is selling, what is sitting, which departments are profitable, which products are running low, where stock is moving, and whether purchasing decisions are improving or hurting the business.
Infinity reporting and dashboard tools can help turn point of sale, inventory, purchase order, and stock movement activity into useful management information. The goal is to help owners make better decisions about pricing, ordering, staffing, inventory, category performance, and store operations.
Report availability and dashboard configuration can vary by installation, software version, modules, permissions, and business setup.
Reporting Problems Infinity Can Help Address
- Owners only see total sales, not performance details
- Stock value is hard to verify
- Slow-moving items are not identified quickly
- Gross profit is unclear because costs are not reviewed
- Managers do not know what needs to be reordered
- Purchase order activity is difficult to track
- Stock movement is hard to explain
- Multi-store performance is not easy to compare
- Reports are inconsistent because item data is incomplete
Reporting Is Only as Strong as the Data Behind It
Infinity can provide valuable reports, but reporting depends on clean data. If item costs are outdated, departments are inconsistent, receiving is not completed, stock transfers are missed, or stock takes are not reviewed, reports may not reflect the real condition of the business.
BizTracker helps retailers configure Infinity reporting around real operations. That includes item file planning, department structure, purchase order workflows, receiving procedures, stock counts, cashier training, permissions, hardware, and ongoing support.
Infinity Dashboard KPI Areas
Infinity Cloud Dashboard can display retail key performance indicators that help owners and managers review performance at a higher level. KPI availability and configuration depend on installation and setup.
Basket Average
Review average number of items per transaction and average basket value to understand checkout behavior and transaction size.
Day Sales by User
Review salesperson activity, including sales revenue, average basket size, average sales value, and transaction count where configured.
Days Stock Cover
Monitor whether departments may have too much or too little stock based on current inventory and sales activity.
GMROI
Review gross margin return on inventory investment to better understand how inventory is performing against the money invested in stock.
Gross Profit
Review average gross profit and profit-related sales performance when item costs and prices are maintained correctly.
In-Stock Percentage
Monitor the percentage of stock with a positive on-hand value across stores or departments where configured.
Sales
Review how much the business is selling in dollar terms over selected periods such as days, months, or years.
Sales Per Hour
Review sales-per-hour over a selected period to help understand peak business times and store activity patterns.
Stock Sales Ratio and Stock Turn
Review how much stock is held compared with what is selling, and how quickly inventory is turning over based on cost.
Dashboards Are for Direction, Reports Are for Detail
A dashboard helps owners see important trends quickly. Reports help managers investigate what is behind those trends. If gross profit drops, a report may help identify which products or departments changed. If stock cover is too high, reporting may help identify slow-moving items or overstocked categories.
For most retailers, the strongest setup uses both: dashboard KPIs for visibility and detailed reports for follow-up.
Sales and Product Reporting
Sales reports help owners understand what is moving through the register. Product and department reporting can help identify top sellers, weak performers, changing demand, and margin concerns.
Product Sales
Review sales by product over a date range, including sales volume, items sold, totals, tax information, and gross profit visibility where supported by item data.
Department Sales
Review sales by department, sub-department, or class where the product hierarchy is configured and maintained properly.
Sales by User
Review sales activity by employee or user where permissions, cashier procedures, and reporting configuration support it.
Product Sales by Parent
For parent and child item setups, review sales with child items grouped under the parent where appropriate.
Zero Sales
Identify products that have not sold within a selected date range so the store can review dead stock, product placement, pricing, or ordering decisions.
Stock Performance
Review best and worst performing items to help identify top-performing inventory, slow sellers, and opportunities to improve profitability.
Inventory and Stock Reporting
Inventory reporting helps retailers understand what they own, how it is moving, where money is tied up, and which products need attention. These reports become much more useful when stock receiving, adjustments, transfers, and stock takes are handled consistently.
| Report Area | Business Purpose |
|---|---|
| Stock Valuation | Helps provide an at-a-glance view of inventory value by SKU and total stock value. Useful for financial review and identifying overstocked or understocked items. |
| Stock on Hand | Shows stock quantities for items with positive on-hand values, with filtering by department, supplier, product range, and other criteria depending on setup. |
| Stock Movement Detail | Helps track stock movement trends, including movement types and totals. Useful for reviewing transfers, adjustments, receiving, and stock activity. |
| Chronological Movement | Shows stock movement and sales transactions by product in chronological order to help review product history over time. |
| Reorder Report | Lists stock items due for replenishment based on min/max fields. Useful before automatic purchase order review. |
| Item Listing | Provides useful reference information about inventory items, depending on the selected criteria and item file setup. |
Gross Profit Reporting Requires Accurate Costs
Gross profit reporting is only reliable when item costs are maintained correctly. If supplier costs change during receiving but the item record is not updated, gross profit reports can become misleading.
BizTracker can help review how Infinity should handle costs, receiving, supplier invoices, average cost, latest cost, and reporting so management can use gross profit data with more confidence.
Purchasing and Replenishment Reporting
Infinity reporting can help owners and managers review purchase order activity, supplier ordering, stock on order, and replenishment needs. This is important for retailers that manage many suppliers, changing costs, pack sizes, and large item files.
Purchase Order List
Review purchase orders created within a selected period, including order status and supplier purchase activity where configured.
Reorder Report
Review items that may be due for replenishment based on min/max stock levels before creating or reviewing purchase orders.
Supplier Claim Listing
Review supplier credit claims and returns-to-supplier transactions generated at stores against suppliers where configured.
Stock Movement Reprint
Review stock movement records and supplier references such as invoice numbers where recorded in the stock movement process.
Returns to Supplier
Review returned stock activity when goods are returned due to damage, incorrect deliveries, recalls, or other supplier issues.
Receiving Review
Use purchase and receiving reports to help confirm whether ordered products, received quantities, costs, and supplier references are accurate.
Report Filters and Saved Criteria
Infinity reports can include criteria such as date range, department, sub-department, class, supplier, product range, customer, user, media, branch, and other filters depending on the report. This helps managers narrow a report to the business question they are trying to answer.
Some report criteria can also be saved for future use. Saved criteria can help create a set of repeatable custom reports for common management tasks, such as weekly stock review, monthly gross profit review, supplier purchasing review, or slow-moving item review.
Date Ranges
Review today, yesterday, current shift, previous shift, previous 7 days, month to date, last month, or custom ranges where available.
Product Hierarchy
Filter by department, sub-department, class, product range, supplier, or other item structure where configured.
Saved Criteria
Save report criteria for recurring reports so managers can run the same business review more consistently.
Reporting by Store Type
Different retailers care about different reporting questions. BizTracker can help configure Infinity reports and dashboard views around the way your store operates.
Liquor Stores
Review department sales, gross profit, stock movement, inventory value, stock turn, vendor receiving, cash settlement, and high-value product performance.
Liquor Store POSGrocery Stores
Review department performance, product sales, label changes, stock valuation, supplier receiving, scale item activity, and eWIC-related workflows where approved.
Grocery Store POSConvenience Stores
Review fast-moving products, restricted categories where applicable, vendor activity, cash-heavy shifts, stock movement, and sales by time period.
Convenience Store POSMulti-Store Retail
Review branch performance, stock across stores, transfer activity, purchase orders, users, departments, and centralized reporting.
Multi-Store POSManagement Questions Infinity Reporting Can Help Answer
| Question | Reporting Area to Review |
|---|---|
| What sold yesterday? | Sales reports, product sales, department sales, and user or shift reporting where configured. |
| Which products are not selling? | Zero sales report, stock performance report, stock valuation, and product sales by date range. |
| Which products should we reorder? | Reorder report, stock on hand, on-order quantities, purchase order list, and sales performance. |
| Which departments are profitable? | Department sales, gross profit reporting, product sales, and item cost review. |
| Where is too much money tied up in inventory? | Stock valuation, stock turn, days stock cover, stock sales ratio, and slow-moving product reports. |
| Are purchase orders being received correctly? | Purchase order list, stock movement reports, supplier references, receiving records, and supplier claim reports. |
| Which store needs stock? | Multi-branch stock visibility, stock on hand, in-stock percentage, transfers, and stock movement reporting. |
| Which cashier or station needs review? | Sales by user, day sales by user, cash management reports, settlement reports, and media reports where configured. |
Reporting Should Lead to Action
The best report is not the longest report. The best report helps the owner or manager make a decision. That may mean changing reorder levels, updating prices, cleaning up departments, checking vendor costs, counting a problem category, moving stock between locations, training cashiers, or reviewing a slow-moving product line.
BizTracker can help retailers decide which reports should be reviewed daily, weekly, monthly, and during major stock take or purchasing cycles.
Daily, Weekly and Monthly Reporting Plan
| Review Period | Suggested Focus |
|---|---|
| Daily | Sales totals, cashier activity, media totals, cash settlement, day sales by user, key department sales, and major exceptions. |
| Weekly | Product sales, zero sales, stock movement, reorder reports, purchase order status, stock performance, and high-risk inventory categories. |
| Monthly | Gross profit, inventory value, stock turn, GMROI, department performance, supplier activity, purchase order review, and slow-moving inventory. |
| Quarterly | Category cleanup, item file review, department structure, obsolete items, margin strategy, supplier review, and multi-store comparison. |
| Year-End | Stock valuation, stock takes, inventory cleanup, financial reporting support, department review, and planning for the next year. |
The right reporting schedule depends on store size, inventory value, staffing, number of locations, accounting needs, and management style.
Multi-Store Reporting
Multi-store businesses need visibility beyond one location. Owners may need to compare branch sales, in-stock percentage, inventory value, transfers, stock movement, department performance, and user activity across locations.
Infinity can support head office and branch reporting workflows depending on setup. Some dashboard and reporting options may be installed centrally, at head office, or at specific branches depending on the business structure and access requirements.
Multi-Store Reporting Areas
- Branch sales comparison
- Inventory by location
- In-stock percentage across stores
- Stock transfers between branches
- Department and product performance by branch
- Purchase orders by store or supplier
- Head office reporting workflows
- User and permission-related reporting where configured
Dashboard and Report Availability Can Vary
Infinity reporting, dashboard KPIs, cloud dashboard components, report filters, saved criteria, export options, and branch visibility depend on your Infinity version, modules, installation, permissions, database, hardware, network, and configuration.
BizTracker can review what is available in your setup and help determine which reports should be configured for your business.
Reporting Setup Checklist
Before relying heavily on reports, it is worth reviewing the setup areas that affect report accuracy.
| Setup Area | What to Review |
|---|---|
| Item File | Product codes, descriptions, SKU structure, departments, sub-departments, classes, active items, inactive items, and alternate scan codes. |
| Costs and Prices | Unit cost, average cost, latest cost, selling prices, tax settings, margin fields, and how costs update during receiving. |
| Departments | Whether departments and classes reflect the way management wants to review the business. |
| Receiving | Whether purchase orders, stock receipts, supplier references, invoice numbers, and cost changes are being recorded consistently. |
| Stock Movement | Whether transfers, adjustments, returns, stock takes, and movement reasons are being used correctly. |
| Cash and Users | Whether users, stations, media, cash drawers, settlement, and banking workflows are configured for meaningful reporting. |
| Branch Setup | Whether multi-store reporting should be reviewed by head office, branch, cluster, or location. |
| Saved Criteria | Which recurring reports should have saved filters so management can run them consistently. |
Reporting and Hardware Support
Some reporting workflows depend on hardware and procedures. Barcode scanning improves item accuracy. Label printers help products match the item file. Receipt printers and cash drawers affect end-of-day review. Scales can affect grocery and weighted item reporting. Network and server setup can affect dashboard availability.
Barcode Scanners
Accurate scanning helps make product sales, stock movement, and inventory reporting more reliable.
Label Printers
Clean barcode and shelf labels help keep item data, pricing, and products aligned.
POS Stations
Properly configured stations, users, drawers, and receipt printers help support sales and settlement reporting.
Local Tampa Bay Reporting Support
Retail reporting is not just about running a report. Stores need to know which reports matter, how to read them, and what actions to take from the results.
BizTracker is local to the Tampa Bay area and can help retailers with Infinity setup, reporting configuration, dashboard review, item file cleanup, hardware support, staff training, and ongoing POS service where available.
BizTracker Can Help With
- Report and dashboard planning
- Item file and department cleanup
- Inventory reporting setup
- Purchase order reporting review
- Stock movement and stock take reporting
- Cash management and settlement reporting
- Multi-store reporting structure
- Owner, manager, and staff training
Related BizTracker Infinity Pages
Use these pages to learn more about how Infinity supports inventory, purchasing, stock control, cash management, and multi-store operations.
Related Store-Type Pages
Frequently Asked Questions
Can BizTracker Infinity POS show sales reports?
Yes. Infinity can support sales reporting, including product sales, department sales, and sales by selected criteria depending on setup, permissions, and report configuration.
Can Infinity report on gross profit?
Infinity can support gross profit reporting when item costs, prices, tax settings, and receiving workflows are maintained correctly. Gross profit reporting depends heavily on accurate cost data.
Can Infinity show dashboard KPIs?
Infinity Cloud Dashboard can support retail KPIs such as basket average, day sales by user, days stock cover, GMROI, gross profit, in-stock percentage, sales, sales per hour, stock sales ratio, and stock turn ratio where installed and configured.
What is GMROI?
GMROI stands for Gross Margin Return on Investment. It helps measure earnings on every dollar spent on inventory. Its usefulness depends on accurate sales, cost, and inventory data.
What is stock turn?
Stock turn measures how quickly inventory is moving over a period of time. It can help identify fast-moving products and slow-moving inventory that may need attention.
What is stock sales ratio?
Stock sales ratio helps compare how much stock the business has against how much stock is selling. It can help owners review whether inventory levels are balanced.
Can Infinity help identify slow-moving products?
Yes. Infinity can support reports such as stock performance and zero sales reports that help identify products that are not moving or are underperforming during a selected date range.
Can Infinity report on stock valuation?
Yes. Infinity can support stock valuation reports that help review inventory value by SKU and total value, depending on item cost setup and report criteria.
Can Infinity report on purchase orders?
Yes. Infinity can support purchase order reporting, supplier activity review, order status review, and purchase value reporting depending on setup and criteria.
Can Infinity help with reorder reports?
Yes. Infinity can support reorder reporting based on min/max stock levels. This can be useful before creating or reviewing automatic purchase orders.
Can Infinity report on stock movement?
Yes. Infinity can support stock movement reporting, including movement types, chronological product movement, stock adjustments, transfers, receiving, and sales activity depending on setup.
Can reports be filtered?
Many Infinity reports can be filtered by criteria such as date range, department, supplier, product range, customer, user, media, or branch depending on the report.
Can report criteria be saved?
Infinity can support saved report criteria for some reports, allowing users to reuse selected filters for recurring business reviews.
Can Infinity support multi-store reporting?
Yes. Infinity can support multi-store reporting workflows depending on head office and branch configuration, permissions, dashboard setup, and available modules.
Can Infinity reporting help liquor stores?
Yes. Liquor stores can use reporting for department sales, gross profit, inventory value, stock movement, vendor receiving, stock takes, cash management, and multi-store visibility where configured.
Can Infinity reporting help grocery stores?
Yes. Grocery stores can use reporting for department performance, product sales, stock value, receiving, price changes, labels, scale item workflows, and food assistance workflows where approved and configured.
Can Infinity reporting help convenience stores?
Yes. Convenience stores can use reporting to review fast-moving products, department sales, cash-heavy shifts, vendor deliveries, stock movement, and restricted categories where applicable.
Why do my POS reports need clean item data?
Reports depend on the item file. If departments, prices, costs, suppliers, product codes, and stock movements are not maintained correctly, reports may not reflect the real condition of the business.
Can BizTracker help set up reporting?
Yes. BizTracker can help review Infinity reporting needs, item file structure, department setup, dashboard availability, report criteria, saved reports, and staff training.
Does BizTracker provide onsite reporting support?
Yes. BizTracker is local to the Tampa Bay area and can provide POS setup, reporting guidance, hardware support, staff training, and onsite service where available. Availability may vary by location, schedule, and service requirements.
Get Better Visibility Into Your Retail Business
BizTracker can help configure Infinity reporting and dashboard workflows for your retail store, liquor store, grocery store, convenience store, or multi-location business.