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Setting User Permissions - Store Access
Permissions allows you to limit which users have access to which store’s data. When access to a store is revoked, that store will no longer show in that user’s overview, in the filters, or anywhere else in Retailer. There are three roles: * Admin: These accounts by default have access to all retail stores owned by …
Daily Summary Emails
Headset provides a Daily Summary email for each store location you have connected. This email arrives early each morning and provides a snapshot of the store's performance for the day prior. The Daily Summary Emails will only go out to people who are users of the platform. If you have someone in upper management that…
Categories Dashboard and Category Details
Retailer has several options to analyze how product categories perform and the products within those categories. The first recommended dashboard would be the Categories dashboard in the sales section of your menu. On this dashboard the store and category filters can be left blank to look at all stores, all categories…
Inventory Coverage - Coverage Ratio
**_Inventory Coverage _** Inventory Coverage in our Retailer tool is built to show you overstocks and understocks in the store. We are able to show you this through a stock coverage ratio. Ratios are the quantitative relation between two amounts showing the number of times one value contains or is contained within t…
Sending & Scheduling Dashboard Emails
# _**With Retailer you can send and schedule regular emails to colleagues or vendors.**_ # Want to share your dashboards with your team or vendors? With Headset Retailer it's now easier than ever to send powerful, visual or data-driven reports based on your dashboard settings. Configure your filters, toggle the dat…
RFM Segmentation
# Description of the Model The segmentation is determined based on an RFM model. RFM stands for recency, frequency, and monetary value. Your customers are given scores based on: how long it's been since they last visited your store (recency), how often they have visited your store in the last 365 days (frequency) and…
