Minimum Version Required: 24.05
Steps
Tiles:
Click the three dots in the top right of any tile to access the following options: Expand Report, Refresh Data, Switch Graph, Report Data, Change Filters
Dollar Volume
Sales revenue, Month-to-Date and Year-to-Date
Base ReportID: 17066106
Case Equivs
Total Case Equivalents sold, Month-to-Date and Year-to-Date
Base ReportID: 17066322
Placements
Placements & Lost Placements, Buyers, and Average Placements per Customer over the last 60 days
Base ReportID: 17066363
Reports:
Click the three dots in the top right of any report to access the following options: Expand Report, Refresh Data, Switch Graph, Report Data, Change Filters
MTD + YTD by Sales Rep
Sales revenue, by Sales Rep, Month-to-Date and Year-to-Date with actual and percentage differences
Base ReportID: 7735754
Daily Sales by Sales Manager
Highest daily sales Year-to-Date, color-coded by Sales Manager
Base ReportID: 18046739
YTD by Sales Rep
Percentage of total sales revenue Year-to-Date, color coded by Sales Rep
Base ReportID: 17070735
Out of Stock Lost Sales
Year-to-Date lost sales due to Out of Stock. expressed in units and revenue by Brand
Base ReportID: 6059019
Weekday Sales Comparison
Comparison of sales volume, in case equivalents, by Week number and day of the week, year-over-year
Base ReportID: 17167588