đź“Š About the Webinar
In this insightful session, the Rapid POS team guides you through how to leverage robust sales reports within NCR Counterpoint to gain deeper visibility into your retail business, make smarter decisions, and optimize performance. This webinar isn’t simply about pulling a list or running a report — it’s about using reports strategically: understanding what they tell you, how to interpret them, and how to act on the insights they reveal.
Presenters walk through both the how-to and the why behind reporting — showing you how Counterpoint’s reporting tools become more than just an after-thought, but rather a core component of your operational workflow. By the end of this webinar, you’ll realize that sales reports are not optional—they’re essential. You’ll gain confidence in running them, customizing them, and interpreting them to drive real business improvement.
🔑 Key Topics Covered with Sales Reports
Introduction to Sales Reports in Counterpoint
The webinar begins by introducing what sales reports are in the context of retail and Counterpoint. A “sales report” is essentially a structured output of sales data that shows how your business is performing: items sold, revenue generated, comparative periods, customer segments, and more. The presenters emphasize that these reports are foundational — they provide clarity about where your money is coming from, which products are driving results, and where problems may lie.
They also cover why good sales reports matter: they help you identify high-performing items, dead stock, seasonal swings, and customer behavior. Without them, you’re flying blind. With them, you can make data-driven choices.
Setting Up Report Parameters & Filters
Next, the discussion turns to how to configure and set up effective sales reports in Counterpoint. The presenters show how to select parameters: date ranges, stores (for multi-location setups), departments/categories, and item groups. They highlight the importance of setting filters thoughtfully so that your sales reporting reflect the right slice of your business — not just everything mashed together.
You’ll learn how to choose key fields (like invoice date, salesperson, product category, customer type) and how to apply sorting/ordering to surface the most relevant results. The presenters stress that a well-constructed sales report is concise, actionable, and devoid of unnecessary noise. They also show how to save report templates in Counterpoint so that running the same reports regularly becomes simple and repeatable.
Types of Sales Reports & Use Cases
One of the strongest sections dives into the various reports available in Counterpoint and how each can serve different needs. Examples include:
- Item-level reports: Which specific SKUs sold how many units, at what price, and what margin.
- Category/dept-level reports: How entire product groups are performing, enabling you to compare apparel vs accessories, etc.
- Customer reports: Which customers are buying the most, what their lifetime value is, and how to segment for loyalty.
- Salesperson performance reports: Which team members drive the most sales, which upsell best, helping you improve training and incentive programs.
- Comparative period reports: Year-over-year, month-over-month comparisons to spot trends.
The presenters link each of these types of sales reports to concrete business decisions: which items to reorder, which to markdown, where to spend marketing dollars, and how to reward staff.
Analyzing and Interpreting Sales Reports
Having run your sales reports, the next critical step is interpreting them. The webinar explains how to read the numbers: look for outliers (good and bad), compare actual results against targets, and understand what drives the variance. The presenters demonstrate how to spot red flags (e.g., items with high units sold but low margin) and opportunities (e.g., products with strong margin but low volume that could scale). They also show how to cross-reference sales reports with inventory data to ensure your top sellers remain in stock and that dead stock is addressed.
The session covers how to transform raw data into insight: how to write down “so what?” for each finding, then decide “now what?”—a key step missing in many retail operations. By using sales reports to probe deeper, you gain actionable intelligence rather than just data.
Setting Up Dashboards & Scheduled Reports
Finally, the webinar focuses on making sales reports a routine part of your operation. The presenters show how to automate report runs in Counterpoint (scheduled daily/weekly/monthly), set up dashboards for quick visual reference, and distribute results to key stakeholders (store manager, buying team, finance). They stress that the most powerful reports are ones that reach the right people at the right time with the right information, enabling rapid response and continuous improvement.
đź’¬ Why This Webinar Matters
If you’re looking to elevate your retail performance, this session provides the blueprint for turning sales reports from a neglected chore into a competitive advantage. You’ll walk away with the ability to:
- Run high-quality sales reports in Counterpoint with confidence and clarity
- Configure reports and filters to target the right slice of business
- Understand multiple types of sales reports and their use cases
- Interpret report results and turn them into action—not just numbers
- Automate reporting and build dashboards so data becomes part of your rhythm
In short, mastering sales reports equips you to run a smarter, more profitable business. Instead of reacting to surprises, you’ll anticipate trends, optimize inventory and marketing, and lead your store with clarity. With Counterpoint and the techniques shown in this webinar, you’ll transform reporting from overhead into opportunity.
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