Minimum Version Required: 21.01
Steps
Market Analysis Report - Mobile Invoice Edit
1. Navigate to the Mobile Invoice Edit screen.
2. Tap a Product to open the Product Detail screen.
3. Scroll to locate the Market Analysis button and tap to open.
4. Select desired filters.
5. Tap 'Create Report'.
6. Tap the gear icon to update filter selections.
Mapped Sales View:
The Market Analysis is also available in the Mapped Sales view by tapping the map icon in the top right of the report.
Fields And Definitions
Market Analysis Report View
The gray row on the report highlights the Customer on the invoice.
The Total Units column - The total number of Units purchased by each Customer in the past selected number of Months this year.
Retail Price column - Each Customer's current Retail Price of the selected Product if noted in Encompass.
Trend column - The percent difference in sales for the selected Months, this year compared to last year. Percentages in black indicate an increase in sales while percentages in red indicate a decrease.
Market Share column - What percentage of the selected Product's total sales were purchased by each Customer.
Distance column - The distance in miles from the Customer on the invoice.
Market Analysis Mapped Sales View
Total Units displayed in a green box indicate a positive trend while the red box indicates a negative trend.