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Retail KPI Dashboard

5.0 (3 reviews)

Retail KPI Dashboard gives measured and monitored results with 25 relevant KPI metrics! Also includes trend charts, forecast & past year comparison!


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The ultimate target of any business is being successful. You may be a little lovely retailer, but if you don’t even track your performance indicators as a business key you may miss out to become more successful. Therefore when measuring your business processes or goals, you need to choose the right KPIs to be measurable quantitatively and analyze on store performance dashboard. But what are these Retail KPIs? And how can you measure them?

Retail KPI Dashboard offers you a secret to becoming professional whether you have a boutique or a giant store. The secret is the simplicity of management tracking system which we offer to you in this tool.

To manage your store in a more professional way, we’ve focused on the most used 25 KPIs under 5 main groups:


Now, let’s see the details of the Retail KPI Dashboard Excel Template:

Retail KPI Dashboard Excel Template Features:

In the header, you will find these navigation buttons to be able to switch between other sections. Here, the first section that you are going to input your own values is Current Year Actual, Current Year Target, and Past Year Actual.


In the entire workbook, you will find some dummy information we input but you can also replace them your own data or add new Retail KPI code.

Retail-KPI-Dashboard-Excel-Template-Someka-S03-New Row

Warning!: Please note that if you want to add/remove a KPI code, the changes will be updated in other sections as well. For example, if you add a new Retail KPI to CY Actual section, don’t forget to change it in CY Target, PY Actual, and Cumulative.

Moreover, the template will allow you to see trends forming with the available charts, giving you a clear visual of your retail activity according to selected KPI.


As mentioned when reviewing the Retail KPI, you can compare your monthly and cumulative results and try to understand past year and company targets comparison.

Detailed Description of Retail KPI Metrics:

GM-Logo-S05General Management

Net Profit: Net Profit is the money left over after all paying all costs. It’s calculated with this formula: Net profit = Sales revenue − Total costs.

Cost Of Goods Sold (COGS): This metric shows your direct costs of the goods sold per month. Formula for COGS = Beginning inventory + Purchases – Ending inventory

Return Of Investment (ROI): The most common profitability metric used for financial decisions. ROI = (Net Profit /Cost of Investment) x 100

Revenue by Payment Type: This important metric will enable you to measure your revenue depending on payment types which might be Visa, MasterCard, Debits, Cash etc. Once you have understood your customer’s payment behavior, you may offer some advantages based on relative payment.

Gross Profit Margin: This metric shows your retail’s financial health. You can calculate it like this: Gross Profit Margin = (Sales Revenue-COGS)/Revenue.


Sales Per Square Foot: This Retail KPI metric measures how much amount of sales you produce each square footage of sales space in your store (except fitting rooms or warehouses). Formula for this metric: Sales per Square Foot = Net Sales/Amount of sales space.

Sales by Product Category: The total number of sales by product category. To understand your product values, you should categorize your products to measure your sales amount.

Sales Per Employee: This metric will give you an important point of view about how efficiently utilizing your employees, specifically when it comes to restoring, firing or hiring. To measure that use this formula: Sales Per Employee = Net sales/Number of employees.

Conversion Rate: This metric shows the percentage of how many visitors take the desired action per month: Conversion Rate = Number of sales / Total number of visitors.

Sales Cycle Length: The most famous way to monitor sales cycle is to start from the client’s entering an end when the sale is closed. If you have a long sales cycle, you may reconsider your sales performance.


Inventory Turnover: This metric also is known as stock turn and measures how many times the average inventory is “turned” or sold during per month. It’s calculated with this formula: Stock Turn = Cost of goods sold/ average stock value.

Shrinkage Rate: Shrinkage is a loss of good which isn’t caused by sales. Common causes; shoplifting, employee theft, supplier failure etc. To measure it use this formula: Shrinkage Rate = Ending inventory value – Physically counted inventory value

Sell-Through Rate: The percentage of units sold per month: Units sold / (Units sold + On-hand inventory).

Average Inventory (AI): This critical metric shows your warehouse’s effectiveness as an average of beginning and ending inventory: (Current month inventory + Previous month inventory) /2.

Stock-Out: A situation in which the required item cannot be accomplished from the inventory. Stock-out isn’t welcomed by customer’s and If you have a high stock-out level, you may reconsider your inventory management.


Average Transaction Value: This metric tells you how much customers spend on your place on average. To find it, use this formula: Average Transaction Value = Total revenue/Number of transactions

Average Customer Spend: This KPI metric offers to understand deeply your client’s segment. Average Customer Spend = The total sales revenue/total number of customers per month.

Percent Returning Customers: The current customers always are cheaper than new ones. (The number of returning customers/ the number of total customers) x 100.

The frequency of Store Visits: The total number of store visitors per month, also known as foot traffic. To Increase this measure you may prepare a promotion or campaign to catch the client’s attention.

Net Promoter Score (NPS): These metrics show how likely is a client to recommend your product or service to a friend. You should define score ranges and collect data from users directly.

Employee Management-Logo-S09Employee Management

Total Hours Worked: The total working hours of employees. To calculate this metric remove the permits and holidays and compare your income with your working hours. This metric is important to compare with your revenue and total work hours.

Payroll: The total amount of money paid by you to the employees. According to your needs, It’s important to decide whether adding taxes, overloads or some special spent to this metric.

Average Number of Employees: To successful store management, you should hire the optimum employee at right time. To calculate use this formula: (The numbers of active employees at the beginning + The numbers of active employees at the end)/2

Turnover: If it’s high, it means your employment strategy has a problem. It shows the number or percentage of workers who leave and are replaced by new employees. Turnover = (Employees separated/Average number of employees) x 100

Employee Satisfaction: To decrease your turnover rate you should measure whether your employees are happy and fulfilling their needs and engaged at work. Furthermore you might conduct a private survey to understand the level of satisfaction of the employees.

Retail KPI Dashboard Excel Template Features Summary:

  • Monthly and Cumulative analysis on Retail Store KPI Dashboard
  • Comparison with Past Year and Target values
  • Summary dashboard supported with interactive charts
  • Easy to use and nice design
  • Clear on-sheet instructions
  • Compatible with Excel 2007 and later versions
  • Works both on Windows and Mac
  • No installation needed. Ready to use
  • Full Print ready
  • White Label
  • Does not include any VBA macros

This excel template is ready-to-use and provided as is. If you need customization on your reports or in need of more complex templates, please refer to our custom services.

If you liked this template don’t forget to check our KPI Dashboard Templates Collection:
Someka Excel Dashboard Templates for Small Businesses


Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.



3 reviews for Retail KPI Dashboard

  1. joshua potter

    Everything is super intuitive and not confusing like a lot of other tools out there. I love how metrics integrate with dashboard as well.

  2. steve

    I bought my second dashboard and I really thanx to you guys 😉 you did very good job and hope you gone go forward

  3. aaron

    i purchase your retail KPI dashboard, thats great but im looking to change the name on some KPI and to change some for Product mix items, each time i hit the cell it come out the formula , how can i change it and how can i remove the logo for a presentation. thank you

    • Someka

      Hello Aaron, thanks for reaching out!

      – To change the name of the KPIs we put, only you have to do is deleting the existing names from the CY Actual, CY Target, PY Actual tabs (which is blue). And you will see that, Cumulative Tabs, Dashboard and Charts will be changed accordingly. So you do not change anything from the Cumulative Tabs. These formulas are already fed by the tabs we mentioned as blue. But if you would like to add new KPI metrics, follow this steps:

      1. Type in your new KPI in CY Actual CY Target and PY Actual Tabs,
      2. Your new KPI will show up cumulative sections. Here you can copy the formulas we used the other KPI metrics and paste it for your new KPI metric.

      As default, we use Average Calculation but If you want to use Summed Up quantities, you can copy and paste the INDEX formula from one of the criteria that use this method.

      – For removing logo, just check this explanation on how to do it in just a few steps: Can I remove your logo and insert mine?

      Hope this clarified things up for you Raul. Otherwise please let us know all the questions you might have!

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