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
Profit margin expressed in dollars, Month-to-Date and Year-to-Date
Base ReportID: 17066106
Case Equivs
Sales volume in case equivalents, Month-to-Date and Year-to-Date
Base ReportID: 17066322
Gross Profit
Gross Profit, Month-to-Date and Year-to-Date
Base ReportID: 17066803
Margin Percent
Profit margin expressed as a percentage, Month-to-Date and Year-to-Date
Base ReportID: 17067366
Placements
Placements & Lost Placements, Buyers, and Average Placements per Customer over the last 60 days
Base ReportID: 17066363
Inventory Value
Total & Expiring inventory values
Base ReportID: 17171592
Open AR
Current total open AR and AR that has been open longer than 30 days
Base ReportID: 17070128
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
Daily Sales by Sales Manager
Highest daily sales Year-to-Date, color-coded by Sales Manager
Base ReportID: 18046739
Lost Sales
Financial impact of lost sales, by Reason, Month-to-Date, Year-to-Date, and Year-over-Year
Base ReportID: 17067795
Top Performing Sales
Highest performing Sales Managers and Sales Reps, Year-to-Date and Year-over-Year
Base ReportID: 17071108
Average Daily Inventory
Rolling 52 week comparison of average inventory, in units, color-coded by Location
Base ReportID: 18048592