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Chain Review KPI Dashboard

Distributor guide to the Chain Review KPI Dashboard in Encompass: margin, case equivalents, products sold, stores serviced, perfect invoice rate and store/product performance by chain. v24.05+.

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Written by Bailey Naas-Thornton

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

Margin
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  • Profit margin expressed in dollars, Month-to-Date and Year-to-Date
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  • Base ReportID: 17181771

Margin Percent
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  • Profit margin expressed as a percentage, Month-to-Date and Year-to-Date
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  • Base ReportID: 17067366

Case Equivs
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  • Sales volume in case equivalents, Month-to-Date and Year-to-Date
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  • Base ReportID: 17066322

Products Sold
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  • Unique SKUs sold, Month-to-Date and Year-to-Date
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  • Base ReportID: 18048742

Stores Servicing
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  • Unique customers with at least one order, Month-to-Date and Year-to-Date
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  • Base ReportID: 18048762

Perfect Invoice Rate
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  • Percentage of Invoices with no discrepancies between ordered and fulfilled quantities, Year-to-Date
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  • Base ReportID: 17182925

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

You must select at least one (1) Chain to return results on these reports.

Store Performance
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  • Case equivalents and profit margin, per account in the selected Chain, Month-to-Date, Year-to-Date, and Year-over-Year
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  • Base ReportID: 17182987

Product Performance
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  • Case equivalents and profit margin, per product sold to any Customer in the selected Chain, Month-to-Date, Year-to-Date, and Year-over-Year
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  • Base ReportID: 17183086

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