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Retail Data Requirements

Standard data requirements for retail

Maddie Wolfe avatar
Written by Maddie Wolfe
Updated in the last hour

Data Requirements - Locations

Notes:

All stores or locations with addresses.

File name: Locations_YYYYMMDD.csv

Format: Excel file or .csv

Optional Store Characteristics that may be included: Size in square feet, Drive-thru Flag (Y/N, etc.

LOCATION_NBR

LOCATION_NM

ADDRESS1

CITY

STATE

ZIPCODE

TYPE

STATUS

OPEN_DT

CLOSE_DT

1

Buxton

2651 S. Polaris Dr.

Fort Worth

TX

76135

HQ

Open

1/1/1994

2

Capitol

1100 Congress Ave.

Austin

TX

20500

End Cap

Open

7/4/1976

3

Location

123 Fake St. Unit 1

Fort Worth

TX

76135

Office

Closed

6/2/1986

11/9/1986

Overview:

Location_Nbr: Unique identifier for each location that will match up to performance or customer files.

Location_Nm: Unique name for each location. This will be the name that is displayed in the Buxton platform (SCOUT) and any analysis reports.

Type: Location type that may be relevant for analysis. This might include types for corporate offices, shopping center type, outlet vs full-price locations, etc.

Status: Open, Closed, Pipeline

Latitude: Optional field, locations’ latitude

Longitude: Optional field, locations’ longitude

Sqft: Optional field, size in square feet

Drive_Thru: Optional field, Y/N values

Data Requirements - Monthly Performance

Notes:

Summed monthly performance per location. This is typically monthly revenue

File name: Performance_YYYYMMDD.csv

Format: Excel file or .csv

All locations listed in this file should be in the locations file.

Need at least 1 full year of performance data.

LOCATION_NBR

MONTH

DEPARTMENT

TOTAL

UNITS

1

1/1/2025

Lunch

8558.65

Revenue

1

2/1/2025

Dinner

6135.70

Revenue

2

1/1/2025

Lunch

3017

Revenue

2

2/1/2025

Dinner

2556

Revenue

Sample:

LOCATION_NBR MONTH DEPARTMENT TOTAL UNITS

1 1/1/2025 Lunch 8558.65 Revenue

1 2/1/2025 Dinner 6135.70 Revenue

2 1/1/2025 Lunch 3017 Revenue

2 2/1/2025 Dinner 2556 Revenue

Overview:

Location_Nbr: Matching unique identifier for location from Locations table.

Department: Any performance breakouts you have, e.g. dayparts, retail departments, fulfillment method, etc.

Units: Revenue or Member Count

Data Requirements – Consumers (if applicable)

Notes:

Consumers are customers from prior 12-month period.

File name: Consumers_YYYYMMDD.csv

Format: Excel file or .csv

All locations listed in this file should be in the locations file.

LOCATION_NBR

DEPARTMENT

FIRSTNAME

LASTNAME

ADDRESS

CITY

STATE

ZIPCODE

1

Lunch

Emma

Reynolds

2914 Oakwood Dr

San Diego

CA

92104

1

Dinner

Liam

Foster

1258 Maple St

Austin

TX

78701

2

Lunch

Ava

Mitchell

473 Lakeview Ave

Orlando

FL

32801

2

Dinner

Noah

Carter

847 Willow Lane

Denver

CO

80203

Sample**:

LOCATION_NBR DEPARTMENT FIRSTNAME LASTNAME ADDRESS CITY STATE ZIPCODE

1 Lunch Emma Reynolds 2914 Oakwood Dr San Diego CA 92104

1 Dinner Liam Foster 1258 Maple St Austin TX 78701

2 Lunch Ava Mitchell 473 Lakeview Ave Orlando FL 32801

2 Dinner Noah Carter 847 Willow Lane Denver CO 80203

** Sample data; is illustrative only and does not represent actual customer data.

Overview:

Location_Nbr: Matching unique identifier for location from Locations table.

Department: Any performance breakouts you have, e.g. dayparts, retail departments, etc. These should match the departments in the monthly performance file. If unable to provide consumers by department, this column/field values can be denoted as “Overall”.

Data Audit Compliance Checklist

The following checklist denotes common points of failure for the data acquisition process. By confirming that your data complies with each of the items below, you can help ensure that your data is accepted and moves forward in the data transfer process. If you have any questions or concerns regarding any of the items below, please contact your Buxton team.

General

· File headers are included in all files

Locations

· Address information is complete and provided for each location

· Open date is provided for each facility, if possible

Monthly Performance

· All open stores or locations are present in the monthly performance file

· Each location present in the monthly performance file is also present in the location file

· At least 12 months of monthly performance data is provided

· Locations are not missing any monthly performance data

· Data is not provided for future months

· Any required breakouts by Type are included

Consumers

· Duplicate customer records are not present

· Address information is complete for at least 90% of consumer records

· All location numbers in this file join to the locations file

Tags: Retail, Retail Data Requirements, Data Requirements, Retail Data, Sales Data

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