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reports_-_itb [2021/05/06 17:42] – lisa.maloneyreports_-_itb [2025/01/09 20:35] (current) – tina.robles
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-**Reports currently available**+**Reports currently available under the TPM Standard Reports section within Tableau**
  
   * __Sales Analysis__     * __Sales Analysis__  
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 {{:pasted:20190425-131911.png}} {{:pasted:20190425-131911.png}}
 +
 +The user has the option to select the Distribution Method:
 +
 +{{:pasted:20210526-103114.png}}
 +
 +  * __Direct to Shipto__: These are your sales to your customers you ship to directly (minus your customers who are redistributors)
 +  * __Direct to Redi__:These are your sales to your redistributor customers you ship to directly
 +  * __Redi to Shipto__: If you receive a file from your redistributors on who they re-sold your products to, we will load and it will show up under this section.  Some examples are DOT Foods, KeHE, UNFI, C&S.
 +
 +**If you combine Direct to Shipto and Direct to Redi that accounts for all of your DIRECT sales.**
  
 There is also a Sales Map view which currently displays metrics for the United States only. Select a date range, company parent group or product group to view where the sales are for that selection.  There is also a Sales Map view which currently displays metrics for the United States only. Select a date range, company parent group or product group to view where the sales are for that selection. 
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 {{:pasted:20201202-111659.png}} {{:pasted:20201202-111659.png}}
  
 +In the Accrual and Actuals reporting, the following metrics are reported:
 +
 +**Accrued Delta Total** - the Accrued dollar amount for the contract.
 +
 +**Allowed Amount** - the Allowed Amount paid on Claims for that contract.
 +
 +**Swept** - if the Contract has a sweep date, then this is the difference between the Accrued Delta Total and the Allowed Amount.
 +
 +**Balance** - this is the Accrued Delta Total minus Allowed Amount minus Swept.
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   * __Claim Reports__   * __Claim Reports__
  
-The option to view claim-related metrics.  This will show Requested vs. Allowed amounts based on the filters and metric selected.  There is also a view that shows lines Overridden for Requested Amount Greater than Calculated Amount.+These reports display claim-related metrics.   
 + 
 + 
 +**Claim Requested vs. Allowed**: This displays Requested vs. Allowed amounts based on the filters and metric selected.  
  
 {{:pasted:20190123-152752.png}} {{:pasted:20190123-152752.png}}
  
-{{:pasted:20210416-174214.png}}+**Completed Claims**: This view displays the count of claims and requested amount for complete claims by month. 
 + 
 +{{:pasted:20210715-135309.png}} 
 + 
 +**Overridden Complete Claims**: This view displays lines Overridden for Complete Claims.  User can view Summary and Detail data based on the Override Reason. 
 + 
 +{{:pasted:20231117-155427.png}} 
 + 
 +**Pending Analysis - Complete Claims**  
 + 
 +This report provides visibility on the pending claims that completed for a specific time. This report provides details on claim visibility, claimant, contract, contract creator, how long the claim pended and if the contract was created or amended before/after the claim pended. 
 + 
 +If pendings are not cleared timely, this report is useful for identifying the number of claims cleared for a given timeframe and if the contracts were created or amended after the claim pended, so the timeliness and accuracy of contract entry can be addressed internally.   
 + 
 +Note: If claim visibility is null, there is no claim visibility setup for the claimant company in the application. 
 + 
 +{{:pasted:20220718-181250.png}} 
 + 
 +**Pending High Rate Report** 
 + 
 +This reporting displays either Pending or Complete claims where the Claim Default UOM for the manufacturer is requesting a rate greater than $100.00. 
 + 
 +{{:pasted:20230727-103628.png}} 
 + 
 +**Tolerance Report** 
 + 
 +This report shows a count of claims, requested total, calculated total, and difference per pend reason.  Select a Claim Reason Code, Claim State and Tolerance Difference to view the claims that  meet that criteria. 
 + 
 +{{:pasted:20231121-184809.png}} 
  
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 **Contract Reporting** **Contract Reporting**
  
-There are 5 different reports available in the Contract Report workbook.+There are several different reports available in the Contract Report workbook.
  
   * 1.__Estimated vs. Actuals__   * 1.__Estimated vs. Actuals__
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 This is the same report as #3 but displays data down to the product and/or lumpsum level. This is the same report as #3 but displays data down to the product and/or lumpsum level.
  
-  * 5.__Contract Gap Report__+  * 5.__Contract Timeliness__ 
 + 
 + 
 + 
 +This report displays when a contract was created or renewed compared to the contract start date.  To view the detail related to the counts, click the numbers in the New or Renewed column in the top grid, and the bottom detail grid will show the related data.  To reset the detail grid, just click the value again. 
 + 
 +{{:pasted:20210629-145334.png}} 
 + 
 +  * 6.__Contract Gap Report__
  
 This report displays by Contractee Company and Title the portions of the calendar a contract covers.  This can be used to find gaps in contract reporting. This report displays by Contractee Company and Title the portions of the calendar a contract covers.  This can be used to find gaps in contract reporting.
 +
 +Color shades in this report will go from a lighter shade to darker shade with the oldest contract ID as the lightest shade and the newest contract ID with the darkest shade.
  
 {{:pasted:20210506-174054.png}} {{:pasted:20210506-174054.png}}
 +
 +  * 7.__Zero Fixed Price Report__
 +
 +This report shows claimable contracts which are setup with a $0.00 fixed price for either the direct or deviated pricing.  These contracts essentially allow a rebate equal to the product price.  These contracts should be updated unless they are for Samples.
 +
 +{{:pasted:20220228-202059.png}}
  
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 {{:pasted:20190123-145930.png}} {{:pasted:20190123-145930.png}}
 +
 +There are also reports which show complete lumpsum claims and pending lumpsum claims where the reason is Overspent Market Event.  There is both a summary and detail report.
 +
 +{{:pasted:20231019-140125.png}} 
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   * __Pended vs. Never Pended Report__   * __Pended vs. Never Pended Report__
  
-This report displays a count of claims and percentage of total claims which pended versus never pended.  Select to show data by invoice year.+This report displays a count of claims and percentage of total claims which pended versus never pended.  If a claim is cleared the same day it is created, then it is not counted as a pended claim. Select to show data by invoice year.
  
 {{:pasted:20190812-142146.png}} {{:pasted:20190812-142146.png}}
reports_-_itb.1620322929.txt.gz · Last modified: 2021/05/06 17:42 by lisa.maloney

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