Top 10 Fan Favorite Poppy Reports

The Results are in:

In the professional world, we all have our routine systems and practices, many of which have stayed consistent over the years. You’ve done the same thing the same way—if it ain’t broken, don’t fix it, right? We get it, there’s comfort in routine, but we also know that sometimes someone comes along and shows us an easier and faster way to get something done—yes we’re referring to that simultaneous mind blown sensation and facepalm. 

As a business owner, efficiency matters—that’s why, at Poppy, we’re here to save you time and effort, you have enough going on. So yes, we’re going to be that person who comes along and shows you an easier and faster way to track and analyze your data with our Poppy Reports feature.

Here are 10 Top Poppy Users’ Favorite Reports: 

Sales Analysis Reports

#1 – Budget vs. Spend

The Budget vs. Spend report is exactly what it sounds like—a comparison of your customer’s initial budget and their total spend. The first and only step to populating this report is ensuring that your staff is inputting and updating customer budgets on each profile, we do the rest. 

You will have your choice of running a report based on event date or sale date. Then, simply select your start date and end date. You now have a report that reveals average budget, average sales order, average over/under budget, total sales count, average bridal sales, and average over/under bridal. The report also breaks down this data on an individual customer basis which is downloadable as a spreadsheet. 

Why Poppy users love this report: It’s a great way to analyze trends in budget changes over months and even years. This information can be used to adjust inventory pricing and marketing to better attract customers as well as gives insight to how well your stylists are upselling their brides

#2 – Item Performance: Curated Styles Tags

The Item Performance report pulls information from each customer’s Curated Styles to show you the number of times that each item is marked as: a customer pick, a favorite, purchased, a staff pick, and tried on. Encourage your stylists to update Curated Styles before and after each appointment to have the most accurate data. 

In the report itself, you can select your start date and end date, department, vendor, customer category, and tags.  

Why Poppy users love this report: This report takes all of the guesswork out of item performance from dresses to accessories and beyond. It’s especially insightful to compare # of times tried on to # of times purchased to see if there’s something amiss in the size, color, or style of the item itself which better equips you for your next round of ordering.

#3 – Non Performing Inventory

The Non Performing Inventory report is used to evaluate your current stock and item sale success. You can filter by vendor, department, and months since sold. This report truly has it all—for each item it populates: when it was last sold, how long it’s been in your store, the quantity sold, the quantity on hand, the most recent sale date, your stock date and source, as well as your order cost, inventory cost, and sales price.

Why Poppy users love this report: This report gives you all that you need for data driven decision making. Not sure what inventory you should sell off the rack for your next sample sale? Not sure what price you’d be willing to sell each dress off the rack for? This report has you covered, and the best part is, it’s all in one place.

Marketing Reports

#4 – How Heard Evaluation

The How Heard report compiles tons of information to help you identify how your customers are referred to your store and encouraged to make an appointment. When setting up the how heard function in your customer survey, you can personalize responses to best suit your store. Some options include: Google, Facebook, Designer’s Website, Drove By, Word of Mouth, Bridal Show, etc. Simply update each customer’s profile to match their survey response and run the report.

In the report itself, you can filter by department, appointment type, appointment status, how heard, customer has sales (y/n), date type, and start/end date. The report will even show you the closing ratio, average budget, and average sale for each ‘how heard’ category.

Why Poppy users love this report: Linking marketing and advertising has never been easier—this report helps you decide which platforms drive the highest traffic and sales so you can put your money and efforts where it benefits you most.

#5 – Zip Code Evaluation

The Zip Code report shares a lot of similarities with the How Heard report. You know how your customers heard about your store, now you can see where your customers are coming from. You can filter by department, appointment type, appointment status, zip code, customer has sales (y/n), date type, and start/end date. Go a step further to see the closing ratio, average budget, and average sale for each zip code. 

Why Poppy users love this report: You can better target your marketing and advertising efforts by knowing which areas your customers are coming from and how far they’re driving. Whether you need to expand or hone in your radius, it’s all there for your taking. 

#6 – Customers Who Purchased

Do you want to know the who, what, when, and where of your sales? Look no further than the Customers Who Purchased report. You can filter by sales date or event date, start and end date, customer category, and department. The result is a list of individual customers, their contact information, sales date, and total sales. 

Why Poppy users love this report: You can see who purchased what, when. This report is important for individual customer reach outs and calculating store sales performance—plus it’s simple enough for your staff to use regularly too!

#7 – Customers Without Purchases

The Customers Without Purchases report pulls together customers that scheduled an appointment with you but didn’t purchase. This report cross checks the POS system with the customer profile. You can filter by: event or sale date, start/end date, category, appointment type, and appointment status. 

A bonus feature of this report is that you can include customers with sales under a certain amount. The result is a list of individual customers, their contact information, event date, appointment date, appointment type, and appointment status. 

Why Poppy users love this report: If you’re looking to do individual sales follow up with your customers to draw them back into your store, ditch the manual tracking and run this report—not only does it save you time, but it ensures that you’re not accidentally skipping over anyone. This is especially impactful when running a new promotion or setting up an automated flow.

#8 – Appointment Count: Day of the Week

This report is straight to the point to give you meaningful results, fast. You can filter by: start and end date, appointment type, appointment status, and department. The report provides with you a day by day breakdown showing the number of appointments on each given day, what percentage of total appointments that day represents, the number of sales items on each day, total daily sales, percentage of total sales, and the closing ratio on that day. 

Why Poppy users love this report: In the retail world, you know that weekends are the high traffic days. This means that you are likely closed on a weekday to compensate. This report shows you the numbers so you can make the most beneficial decision for your business. 

#9 – Appointment Count: By Month

Does your busy season line up with the national, industry-wide busy season? This report takes the day of the week data and provides you with a larger scale analysis. You can filter by start/end date, appointment type, appointment status, and department. The report produces a table with the month/year, # of appointments, % of total appointments that month contributed to, # of sale items in that month, total monthly sales, % of total sales, and the closing ratio for that month. 

Why Poppy users love this report: This report lets you view your sales performance on a larger scale. You can use this appointment count report for goal setting and anticipated staff coverage. Whether you’re using this data for month by month overview or a year by year overview, it gives you insight on goal progression and sales trends. It’s more than the feeling of “that felt like a good month”, it’s evidence based.

Employee Evaluation

#10 – Closing Ratio

As a business owner, it’s important to continually invest in your employees. To do this properly, you need to know their strengths and areas of growth—the Closing Ratio report is here to help you with that. You can filter by appointment start/end date, employee, appointment type, department, and appointment status. 

After selecting your filters, you will be able to see the employee’s closing ratio for that period, number of items sold, number of appointments taken, and their total department sales, plus a breakdown of the customers that contributed to that closing ratio and their sales.

Why Poppy users love this report: To help your employees grow, you have to know where they’re at and this report does just that. This is a great tool for your managers and trainers. Stylists can also use this report to track their own progress.

If you’re not utilizing Poppy reports to their full potential, today, then there is no better time to start than now!

Although these are the top 10 favorite reports from our Poppy users, they are only the tip of the iceberg. Poppy has more than 41 different reports, giving you the tools to make the best data driven decisions for your business.

So go ahead—dive in to your store’s data. We’re here for you!

Not using Poppy? Not to worry. You can always schedule a 1:1 demo, join a Poppy Hour or fill our Get Started form to start exploring.