Use Analytics and Dashboard

Use Analytics page to view Business Intelligence (BI) reports for retail account. View favorite analytics reports and search reports from BI Catalog. As salesperson, view BI reports on configurable home page to analyze performance of retail sales, promotions.

Analytics

Tap Analytics from the Main menu to launch the Analytics screen. You can also use the Analytics tab available for Activities, Accounts, Promotions, Routes, Product Assortments, and Credit Lines.

Note: Analytics is only available in online mode. For more information about Enabling Analytics, refer to the Getting Started with Consumer Goods Implementation guide.

Dashboard

The following reports can be configured to be displayed on the Dashboard page:

Sales vs. Target: Shows a summary of closed opportunities compared with the quota for the current quarter.
Visits vs Target: Shows the number of scheduled store visits compared with completed store visits and the related gap in the current quarter.
In-flight Promotions: Shows the number of promotions and the total order amount originated from promotions in the current quarter.
Sales Trend: Shows the total number of orders and the total order amount for the current quarter.
Accounts: Shows the number of managed accounts and the accounts that have met per-account sales targets for the current month.
Eligible Promotions: Shows the number of active promotions in a quarter.