Engagement
Monthly Executive Reporting Pack
A done-for-you monthly pack for retail leadership: same-store sales, margin by category, stockouts, and store-cluster comparisons delivered on a fixed calendar.
Who it is for
Ops directors, finance leads, and regional managers at mid-size retail chains with multiple store locations.
What you receive
A board-ready monthly pack that replaces scattered spreadsheets with consistent views of sales, margin, inventory risk, and store performance.
Included
- Fixed monthly page set agreed at kickoff
- Same-store and new-store sales views
- Category margin and mix summary
- Stockout and slow-mover flags for priority SKUs
- Store-cluster comparison table
- One 60-minute review call each month
- Revision of definitions after month one
Not included
- Point-of-sale system installation or IT infrastructure work
- Staff hiring or store operations consulting
- Ad-hoc deep dives outside the agreed page set (quoted separately)
- Access credentials for systems we do not manage
Provider
Valleybase Atlas analysts based in An Phu, Ho Chi Minh City
How we work
- Scoping call to map data sources and leadership questions
- Source checklist and sample extract review
- Prototype pack for one closed month
- Sign-off on definitions and layout
- Recurring monthly production on the agreed cut-off date
Preparation
Nominate a data contact, share two prior months of extracts, and list the five decisions your leadership revisits each month.
Constraints
Requires reliable monthly extracts from your POS or ERP. Chains with fewer than four stores may be better suited to a one-time board pack.