Review

Management Sales Reporting

• Interactive browse screen displays of information at points in time or a month-by-month trend for an annual period
• Print a report that analyses performance for the last 12 months -  month by month in a trend report comparison to last year: understanding what happened in a month
• Lost business – those who we have not dealt with in the last elapsed 12 months but did so in the 12 months prior (the previous 12 month period)
• Won business – those who we dealt with in the month who we had not dealt with in the last elapsed 12 months
• Recurrent business – active in both 12 month period
• This analysis can highlight an over-emphasis or lack of
• Flat-out on new business at the expense of recurrent business
• Lower margin selling on new business
• Losing customers faster than they can be gained.
• Identify a rep/account manager and then analyse
• By industry group
• Product group etc
• The report completes the analysis for each individual month so that a monthly trend movement can be reported
• Analyse by
• company
• by branch
• by rep
• by product groups within those
• by industry group within those
• sales, GP or weight movements
• Analyse and report on the trend – month by month - in weight compared to last year along with the movement in GP%, average sell price /unit, gain/loss in GP dollars. This highlights the consequential impact of movements in sell, margins and volume
• Click on the Note button for any highlighted account and view the Customer contact notes (CRM).  How is our service level? This can be invaluable when reviewing ‘Top 10/??’.
• Query-filter displayed data with range selection
• Industry group
• Rep/account manager
• Product group
• Run (as in a territory location)
• Area/buying group
• Interactive selection of
• Units or weight
• Sales or GP
• On hand
• Last 12 trend or current year
• This year or last year
• Summary displays of product group performance
• Customers
• Rep/account managers
• Browse the monthly trend of what items a customer is buying or switch to what customers are buying which item
• Review based on when first bought/last bought
• As a customer
• In a product group
• An item
• Top down ranking
• Customer Sales
• Customer GP
• Item sales
• Limit reporting to a variable number (eg top 20)
• Run-time sort based on Ty, Ly, Py etc
• Assess whether the top 20 are getting bigger
• How are last year’s top 20 are performing this year?
• What happened to the previous (to Ly) year’s top 20?
• Print/export query-filtered data
• Run-time sorts where appropriate
• Detail and summary reporting

Analysis of Growth on last year – moving trend