Custom Retail Reports – Our Speciality

We’ve been creating reports for all different types of businesses for 20+ years. Companies come to us to automate, integrate different data points or to take the stress out of formatting and combining different reports every week. We provide the information they need to make better decisions.

POS Sales and Inventory Dashboard, pos reporting
Digital Marketing Statistics

delivery

From sending reports in MS Excel to creating live custom web pages, we cater to what works best for your organization.

data integration

Most clients’ biggest pain point: how to get fields from different data sources into one report. We’ll find a way to do it.

easy or hard

We handle everything from simple selling reports to advanced dashboards with integrated data sets.

interpretation

Our consultants do more than deliver a report – they talk you through what the data is trying to tell you.

Tracking Lost Sales
Custom Retail Dashboard

We can deliver reports in a variety of ways to meet your individual needs:

  • Emailed Microsoft Excel Reports
  • Custom Designed Dashboards accessible via encrypted URL
  • Reporting Page on your internal web site
  • Microsoft Power BI
  • With a consulting subscription our team of experts can analyze your data and provide weekly callouts and recommended actions.
  • We can also provide weekly forecasts or ladder plans.


Our Arsenal

ERS creates custom retail reports and dashboards for the questions standard reporting tools do not answer. From item tracking and wholesale ownership to lost sales, sourcing, retailer performance, and multi-week trend analysis, each report is built around the data, decisions, and planning process your team actually uses.


Review inventory ownership, future needs, lost sales, and item-level inventory health so teams
can make better buying, replenishment, and allocation decisions.

Shipment Frequency by Date by category by retailer

ATS Wholesale Ownership Report

Track available-to-sell wholesale inventory and understand what inventory is available, committed, or at risk across the business.

Inventory tracking by store and lost sales calculator

Lost Sales Dashboard

Pinpoint lost sales by SKU and store so teams can understand where out-of-stocks are costing revenue.

Inventory Planning buy sheet

Master Buy Report

Review all items with sales history, inventory position, and future needs in one planning view.

Use ERP Ship Data to visualize and track performance by customer, brand, category and item

Filtered Performance Report

Use 4-week and 8-week averages, inventory health, and performance filters to identify which items need attention.


Track retailer-specific performance, prepare for buyer conversations,
and compare results across key retail accounts.

Inventory Planning buy sheet

Performance by Retail Account Dashboard

Compare performance across retail accounts to see where sales, inventory, and opportunities are strongest.

Inventory tracking by store and lost sales calculator

Walmart SSO & Buyer Reports

Create retailer-specific reports that help teams prepare for buyer conversations and monitor performance in the format they need.

item performance report with images

Walmart Item Tracking

Track Walmart item performance, store activity, buyer reporting needs, and key item-level metrics in one organized view.

POS TY versus LY Report

TY vs. LY Report

Review this year versus last year by brand, department, program, color, size, or other custom attributes.


Analyze performance over time, compare current results to prior periods,
and track trends across the product hierarchy that matters most to your business.

waterfall report

Waterfall Report

Review sales movement and predict future retail orders by breaking changes into clear components.

customized POS and Inventory Planning reports

Performance by Brand, Department, Program, Color/Size

Analyze sales and inventory performance through the hierarchy that matters most to your business.

Multi Week POS Tracking

Multi-Week Tracker

Track performance across multiple weeks by brand, department, program, color, size, or other custom hierarchy.


Monitor order flow, drop ship activity, shipping status, forecasts,
and sourcing commitments in one organized reporting view.

Shipment Frequency by Date by category by retailer

Drop Ship Tracker

Review drop ship orders, shipping activity, forecasts, and operational status in one report.

Inventory tracking by store and lost sales calculator

Sourcing Plans

Track commitments by country, supplier, and factory to improve visibility from sourcing through delivery.

Does your company have a missing link?

A missing link is something that impedes productivity, scalability or revenue. Maybe your team is spending too much time on tasks or processes that just aren’t efficient or yielding the results you need. ERS can design and develop a system to solve the problem. Because we understand the business from the start we can build something quickly that will be effortless to use.