19 | Return on Investment Report

This article covers an overview of the Return on Investment Report in BackOffice. Return on Investment, or ROI, is a profitability measure that evaluates the performance of a business by dividing Net Profit by Net Worth.

This article covers an overview of the Return on Investment Report in BackOffice.

Return on Investment, or ROI, is a profitability measure that evaluates the performance of a business by dividing Net Profit by Net Worth.

For an Operator to be able to access and run an Analysis Report within BackOffice, the Allow Analysis Reports flag within the Reporting tab of Operator Maintenance must first be enabled
If this flag is not enabled, an Operator cannot access ROIs, Cost Movements, and Other Reports

Return on Investment(ROI)

Complete the following steps to access ROI Reports:
1. Log in to BackOffice
2. From the side menu, Select "Analysis Reports" to expand the list of Available Reports
3. Select Return on Investment Report which will open a new ROI Report Window
4. Select the required Product Group from the Product tree

Venue
- Sets the Venue for which the report is generated
Store
- Sets the Store for which the report is generated
Display Period
- Sets the time period for which report will be generated
  - The time can be selected either by choosing specific Period or by choosing a particular shift
Show 2nd Period
- Will show a second Display period option to allow comparison
Inactive
- Lists all the Products along with the Inactive ones
Additional configuration options in the Header can also be used to generate more specific report data

This is one of the standard Views for the Report which contains an overview of the profits generated by each product
This View contains the following fields:

Field	Description
Product Name	This gives the name of Product
Item Volume	This shows the volume of the product
Qty On Hand	This shows the current quantity of base size units relative to the Venue and Store settings in the header of the report
CostEx OnHand	This shows the Cost excluding Tax value of the current Stock on Hand relative to the Venue and Store settings in the header of the report
Average Qty OnHand	This shows the average quantity of base size units relative to the Venue and Store settings for the given period
Average CostEx	This shows the Cost excluding Tax value of the current Stock on Hand relative to the Venue and Store settings for the given period
Sold Qty	This shows the total quantity of product sold in the given period of time
Sold Per Day	This shows the average quantity of items sold per day
Stock Turns	The stock turns is the number of times stock has been sold or moved i.e. (Sold Qty/Display Period (Exact number of Days))x 365/Avg Quantity on Hand = Stock Turns
Return On Investment	This shows the total profit on Investment i.e. Net sales Ex - Cost sold Ex - average cost Ex = Return on Investment This view type do not contain 'ROI Factor' column which is the percentage value; However, this function is present in the system so operators can create a custom view adding the ROI Factor if the profit percentage is required instead of Dollar Value ROI Factor formula= Net sales Ex - Cost sold Ex * 100 / average cost Ex
Profit Ex Tax	This shows the total Profit excluding Tax

Operators can also create Custom Views by clicking on the 'View' button located in the Reporting Options