Producers analysis



Reports on Datawiz BI service

The "Producer Analysis" report is designed to analyze the main metrics for all chain producers. It contains two tabs: Report and Sales Structure.

The "Report" tab summarizes the main sales metrics created by chain producers. The report helps to:
  • view the required data for two periods: "Chosen" and "Previous", comparing them with each other;
  • analyze data at different levels, going from producer to category and SKU;
  • visually monitor the dynamics of key metrics.

The "Sales Structure" tab contains two visualizations that allow to compare the shares of key sales metrics and stocks of each producer for the chosen period:

  • upper visualization represents the structure of sales in context of producers, and is based on one of the following metrics: Sales, Sales Qty, Receipts Qty, Profit.

  • bottom visualization shows the structure of the stocks and is based on one of the following metrics: Stock Qty, Stock Primecost.

To change the metric on the visualization, you need to activate the check-box next to the metric required above the visualization.

The visualizations are interconnected. When hovering over a producer name in one of the visualizations pop-ups with percentages and quantities of producer sales or its stock balances appear on both of them.

With the help of this information it is possible to bring the balance of sales and stocks to the optimal level.

Advice! If producers have insignificant shares in sales, pay attention to their shares in the stocks. They shouldn’t be big. Otherwise, it will indicate that the products of these producers are not in demand among the clients.

Advice! Additional producer analytics can be configured in the "Category Card", namely:
  • planned metrics and their execution;
  • producer products price distribution;
  • comparative dynamics of key metrics.
  • filling the chain categories with producer products.
To do this, one of the following actions must be taken:
  1. in the "Producer Analysis" report click on the clickable category name in the first column of the report and configure the necessary producer in the filter.
  2. from the "Category Sales" report go to "Category Card" and configure the necessary producer in the filters.
Thus, the "Category Card" is filtered and will display all the basic data on the chosen producer.
To display all products without exception, it is necessary to go to the top level “Category card”. To do this you need to configure the first level of category display in the report filters from which the transition to the "Category Card" is performed.

 "Columns" button allows to choose the metrics required by the user to generate a report. All metrics are divided into subgroups:
Sales Qty
Receipt Qty
Avg Receipt Price
Primecost of sales
Finance metrics
Assortment activity
Note! Access to viewing the metrics according to the user's role is determined by the administrator. Contact your administrator to expand the access.
Metrics highlighted in purple or red are clickable. Clicking on them opens a window with a flow chart of the chosen metric.
Advice! If you need to compare the metric for the chosen and the previous period, it is necessary to click on the required clickable metric for the previous period. The graph will display curves for two periods: the chosen one and the previous one.

"Templates" button - saves the configured report columns as a template.

On the right above the table a context menu is opened where the user can select the following actions:

  • "Lock the total row" - fixes the "Total" row in the top row of the table.
  • "Save XLS" - saves table data to an xls-file.

To quickly find the necessary unit enter the first letters/symbols of the unit name in the search field. The search works automatically, leaving all found matches in the table.

To reset the search results, click on the cross in the search field.

The selection of filters makes it possible to carry out the analysis within the specified conditions.
Filters button is placed on the right side above the report. Clicking on it opens a modal window with the following filters:
  • Period
  • Previous period
  • Stores
  • Categories
  • Brands
  • Suppliers
  • Day of the Week
  • Interval
  • Level
  • Assortment Type
  • Receipt Markers
  • Product Markers
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