Business Snapshot Report
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The Business Snapshot report is a tool that gives you an immediate analysis of what is going on in your business for a given day or date range. You can generate Business Snapshot reports for individual stores or for all stores. Business Snapshot reports give you a quick look at the activity in your business for the reporting period. For example, you could generate the Business Snapshot report in the morning to see how heavy your delivery schedule for the day will be. You can also get an idea of your staffing needs throughout a day by tracking various types of sales by hour.
The Business Snapshot should not be used to balance completed sales because the report includes canceled, pending, and incomplete sales. For balancing purposes, use the Sales Summary Report.
The Business Snapshot report actually includes four reports - Sales Analysis, Delivery Analysis, Product Analysis, and Wire Analysis - in a single Excel file.
- Sales Analysis - summarizes number and dollar value of sales for the reporting period by type of order, payment method, and time of day for sales entered in Order Entry and Point of Sale. You can use this report to see what your sales are.
- Delivery Analysis - summarizes the number and dollar value of deliveries scheduled for the reporting period by their workflow status. You can use this report as an overview of your delivery schedules and delivery staffing needs.
- Product Analysis - summarizes the number and dollar value by product categories and individual products for deliveries scheduled for the reporting period. You can use this report as an overview of how the sales in the reporting period will affect your inventory.
- Wire Analysis - summarizes the number and dollar values for each wire service of incoming and outgoing wire sales attached in Order Entry and Point of Sale.
To navigate between reports, click tabs at the bottom of the screen. To print all four reports at once, you must select Entire workbook in the Excel print dialog box.
Sales Analysis
The Sales tab displays by default. This tab displays the Sales Analysis report. The Sales Analysis report contains the following information:
| Column | Description |
| Store Name | Name of store selected in the Business Snapshot window. If you are set up with multiple stores, All Stores indicates that the report contains data for all stores. |
| Sales Entered | Reporting period selected in the Business Snapshot window. The Sales Analysis report shows sales for this period. |
| Order Entry/Manual | Count and total value for sales for the reporting period that were entered or attached in Order Entry. |
| POS | Count and total value for sales for the reporting period that were entered or attached in Point of Sale. |
| Total | Total of count and total value for sales for the reporting period that were entered or attached in Order Entry and Point of Sale. |
| Average | Average value of the total for the type of order, payment method, or hourly sale. |
| Order Summary | Count and value for sales for the reporting period for Order Entry, Point of Sale, and Total sales summarized by the type of order. NOTE: Wire order sales include all fees and taxes. |
| Sales Pay Method | Count and value for sales for the reporting period for Order Entry, Point of Sale, and Total sales summarized by payment method. |
| Sales By Hour | Count and value for sales for the reporting period for Order Entry, Point of Sale, and Total sales summarized by the hour during which the sale took place. |
Delivery Analysis
Click the Delivery tab to display the Delivery Analysis report. The status of the sales scheduled for delivery is controlled by using the Designer or Delivery tools. The Delivery Analysis report contains the following information:
| Column | Description |
| Store Name | Name of store selected in the Business Snapshot window. If you are set up with multiple stores, All Stores indicates that the report contains data for all stores. |
| Sales Scheduled for Delivery | Reporting period selected in the Business Snapshot window. The Delivery Analysis report shows deliveries scheduled for this period. |
| Order Entry/Manual | Count and total value for deliveries for the reporting period that were entered or attached in Order Entry. |
| POS | Count and total value for deliveries for the reporting period that were entered or attached in Point of Sale. |
| Total | Total of count and total value for deliveries for the reporting period that were entered or attached in Order Entry and Point of Sale. |
| Average | Average value of the total deliveries for the delivery status. |
| Not Designed | Number and value of orders entered in Order Entry and POS that have not been designed, marked as on a truck, or marked as delivered. |
| Designed | Number and value of orders entered in Order Entry and POS that have been designed, but not marked as on a truck or delivered. |
| On the Truck | Number and value of orders entered in Order Entry and POS that have been designed and are marked as on a truck, but which have not been marked as delivered. |
| Delivered | Number and value of orders entered in Order Entry and POS that have been marked as delivered. |
Product Analysis
Click the Products tab to display the Product Analysis report. The Product Analysis report contains the following information:
| Column | Description |
| Store Name | Name of store selected in the Business Snapshot window. If you are set up with multiple stores, All Stores indicates that the report contains data for all stores. |
| Products Scheduled for Delivery | Reporting period selected in the Business Snapshot window. The Product Analysis report shows products scheduled for delivery for this period. |
| Local & Deliveries | Count and total value for the reporting period of products scheduled for local sales and deliveries. The products for these scheduled deliveries will come out of the store’s inventory. |
| Outgoing | Count and total value of products for the reporting period scheduled for outgoing deliveries. These scheduled deliveries do not affect the store’s inventory. |
| Total | Count and total value of products for the reporting period scheduled for both local sales and deliveries and outgoing deliveries. |
| Average | Average value of the product category or code for the reporting period for both local sales and deliveries and outgoing deliveries. |
| Product Category Sales | Summarizes the count and value for products scheduled for Local/Delivery and Outgoing delivery by the product sales categories you assigned to products in Product Maintenance. |
| Product Sales | Shows the count and value for products scheduled for Local/Delivery and Outgoing delivery by the product code. |
Wire Analysis
Click the Wire tab to display the Wire Analysis report. The Wire Analysis report contains the following information:
| Column | Description |
| Store Name | Name of store selected in the Business Snapshot window. If you are set up with multiple stores, All Stores indicates that the report contains data for all stores. |
| Sales Entered | Reporting period selected in the Business Snapshot window. The Wire Analysis report shows incoming and outgoing wire sales for this period. |
| Order Entry/Manual | Count and total value for incoming and outgoing wire sales for the reporting period that were attached in Order Entry. Values include product and delivery charges, but no fees or service charges. |
| POS | Count and total value for incoming and outgoing wire sales for the reporting period that were attached in Point of Sale. Values include product and delivery charges, but no fees or service charges. |
| Total | Total of count and total value for incoming and outgoing wire sales for the reporting period that were attached in Order Entry and Point of Sale. Values include product and delivery charges, but no fees or service charges. |
| Average | Average value of the total for incoming and outgoing wire sales. |
| Incoming | Shows the count and value for incoming wire sales for the reporting period that were attached in Order Entry, Point of Sale, and total by wire services. |
| Outgoing | Shows the count and value for outgoing wire sales for the reporting period that were attached in Order Entry, Point of Sale, and total by the wire services. |
Generating the Business Snapshot Report
To generate the Business Snapshot report:
- On the FTD Mercury Main Menu, click Business Reports.
- Double-click on the Business Snapshot Report icon to open the template.
- If a window opens asking whether you wish to enable or disable macros, click Enable Macros
- Select a store, a date range of sale data to include, and then click Finish. The report takes a few seconds to populate with data.
Business Snapshot Window
The Business Snapshot window allows you to configure settings for the Business Snapshot report. When you are finished configuring settings, click Finish to generate the report and open it in Microsoft Excel.
The Business Snapshot window contains the following settings:
| Setting | Description |
| Select Store | Select the store for which you are generating the Business Snapshot. If you are set up with multiple stores, you can also select All Stores to generate a combined Business Snapshot. |
| Start Date | The date for the beginning of the period on which you are reporting. |
| End Date | The date for the end of the period on which you are reporting. |
