Table 119. Consumer Sector Dashboards and Page Tabs
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Retail Audit |
Last Audit |
Shows the aggregated results of the last audit, defined the last time a product was audited at a specific account and merchandising location. The aggregated metrics can be drilled into to get a list of accounts or products to target future efforts. |
Trends |
Displays key metrics captured in a retail audit over time across accounts or product categories. |
Position |
Combines account and product performance with the individual representative responsible. |
Promotion |
Plan Year To Date |
Displays both individual promotional performance with cumulative trends to provide overall perspective on meeting promotional targets. |
Key Accounts |
Shows post promotion evaluation from a key account perspective across several levels of detail including plan, promotion, or promoted product detail. |
Corporate |
Shows post promotion evaluation from a brand managers perspective, by evaluating corporate promotions. |
Funds |
Summary |
Displays the key analyses for a fund manager, including Remaining Amounts which provides a status of all funds relative to all other funds. |
Accounts |
Highlights status of funds and funds spent at a specific account and is targeted to assist key account managers in determining how to fund future promotions. |
Sales Performance |
Sales Volume Planning |
Details the key metrics used in sales volume planning, including incremental, target, shipment and consumption volumes, over time and in comparison to one another. Baseline and estimated incremental volumes are stacked and compared to targets to assist in identifying future progress against targets. This analysis uses a global filter to assist end users in getting to the level of details they want in one selection. |
Hierarchy |
Similar in content to Sales Volume Planning, however, this analysis is organized to promote exploration of data, allowing end users to freely drill up or down the account, time, or category product hierarchies. This page should be used to help sales managers identify where sales exceeded expectations. |
Trends |
Depicts sales trends across accounts, channels, and categories as well as compares account performance in order to rank them. |
Growth |
Displays key sales metrics versus the year ago and charts the rate of growth. |
VP Sales |
Business Overview |
This page focuses on answering key business questions of a sales executive including where are my sales? How effective are my promotions by channel? Which account plans are top and bottom performers? How is my promoted volumes and funds spend trending as compared to last year? What are my top five accounts in each category? |
Product Overview |
This page focuses on answering key product questions of a sales executive. For example, What percentage of total sales is in each category? What products are selling where by whom? |
Key Account Manager |
Account |
This page focuses on answering key business questions of a key account manager. For example, How I am performing versus my account plan? What is my promotional forecast accuracy? What funds are available to plan additional retail activity? |
Category |
This page focuses on answering key product questions of a key account manager. For example, Which category is best promoted at my accounts? How are my store conditions trending? Are out of stocks preventing me from reaching my targets? |