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Tableau Reporting In the Box Reports
The list of reports below are available. Contact your Account Manager for additional information and setup.
Reports currently available
- Sales Analysis
Ability to slice and dice both the Direct and Indirect sales by product, product grouping, region, broker, etc. There are 3 different ways to view the data by dates: Custom, Year Over Year, and Trend.
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.
The Comparison tab will display the weekly trend for the current year and last year based on the filter selections. There are also different buckets listed at the top to view how the data looks for the last week, last 4 weeks, last 13 weeks, last 26 weeks and last 52 weeks.
- Operator Reporting
Ability to view a specific operator and see purchasing volumes by product, distributor, timeframe, etc. There is also an option to show spend. Each of the different ways to report are split into separate views.
Additionally, there is a year-over-year comparison report titled Operator Comparison by Year within the Operator Reporting. Select the metric (volume or dollars) and the months to see data comparing the current year to prior year. Drill down to see contract and product information.
- Stocking Matrix
Ability to pick a specific product/set of products to see what distributors are stocking it. Shows actual purchases by timeframe as well.
- Accrual Report
Shows Total Accrued, Accrual by Contract and Accrual by Contract and Product. Report also displays Retained data. Additional accrual reports display how contracts are setup to accrue, if they are accruing, and the Accrued Total compared to the Claim Allowed Amount.
- Trade Spend
Ability to view by month what your total Trade Spend was by various buckets of spend such as operator spend, distributor spend. Can be viewed to see total dollars or total claim counts.
- 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.
Contract Reporting
There are 4 different reports available in the Contract Report workbook.
- 1.Estimated vs. Actuals
This report displays Contract data including the percent of the contract completed and Activity vs. No Activity. The estimated quantity and direct/deviated quantities are displayed for analysis of estimated volume compared to actual volume.
- 2.Activity vs. No Activity
This report analyzes Activity vs. No Activity and can be filtered by Template, Contract Type, Product/Lumpsum.
- 3.Exposure by Product
This report shows the Probable Exposure for each contract based on Estimated Volume, Default Pricing, and Contract Pricing.
- 4.Exposure by Contract Item
This is the same report as #3 but displays data down to the product and/or lumpsum level.
- Contract and Claim Output Reporting
This report allows the user to search for either contract or claims and see a complete list of data based on filter criteria. There are 4 ways to view the information: by contract, by contract product, by claim and by claim product. Export the crosstab report to view all columns in the product-level reports.
- Lumpsum Report
Ability to view non sku based proposed spend vs. actual spend. For example, the ability to see how much is planned to be spent on foodshows vs. how much has been spent. View by distributor, region, etc.
- Lumpsum Analysis
This report displays Claim Lumpsum information for both Pending and Complete claims. The pending view breaks out the information by pending reason. The complete view of the report displays amounts paid per lumpsum.
- 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.
- Deduction Reports
There are several different reports to view Deduction Data
- By Date and Distributor
- Deduction Overview
- By State and Label
- Over 90 Days Balance
- Open Deduction Review
- Balanced Deduction Overview
- Clearable Deductions
- Deduction by Date
- Deduction Summary
- Open Deduction Aging Report
- Aged Deductions Over X Days
- Deduction Clearing Reports
The Deduction Clearing reports show which deductions can be cleared either fully or partially. There are 3 view: Fully Clearable, Partially Clearable Negatives and Partially Clearable Positives.
- Broker Commissions
Ability to view what was spent on broker commissions by broker, product/product grouping, distributor, timeframe.
- Customer Overview
The Customer Overview report shows a high-level overview of Sales, Contract, Claim, Accrual, and Deduction information for a specific company and year. If there is no information for a section, it will be blank. The Company Selection dropdown shows the aggregate company - the detail of all the companies included can be viewed in the Company tab.
- Retail Metrics
The Retail Metrics report displays budget, base, lift, sale and claim data based on the selected timeframe and UOM.
Future Report Development - these reports are not currently available
- Distributor Business Review
Ability to view a specific distributor and see sales into distribution, spend, contracted vs. street, etc.
Below is a rough draft of the report:
- Volume Validation
Compares sales into a distributor vs. what that distributor is billing back on operator contracts to make sure they aren’t billing back more than they are actually buying.
- Unit Level Reporting
Option to view unit/location level data by customer, invoice, etc.