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Sales Analysis Tool

Summary

Fresh off the block is the new excel tool - Sales Analysis! Bring all the sales data from Orchestrated into a snazzy slice and dice excel file. Below are instructions for how to open and work with the tool, but your imagination is the limit. 

 

Why?

Grasping your sales situation is different for each business. Who are your biggest customers? What is your fastest turning brand? How much supply do you have? When? Where is it going? You likely have a general idea, but you can leverage this tool to get concrete numbers and make decisions to optimize your sales. 

We know everyone has different reporting requirements. You might even prefer to work out of excel. Either way, this tool gives you the flexibility and power to get the information you want. 

 

About

Navigate to Sales A/R > Sales Reports > Sales Analysis Tool. An excel file opens. If this is your first time opening the file, there will be an image on the first work sheet (see below). Read it, please.

 

After you're familiar with the tool, delete this image the next time it loads and save the file. Then you won't have to see it anymore.

 

Step 1 mentioned above is to refresh the workbook. See below. You should get a success dialog box.

 

General Layout and Functionality

If you're familiar with excel and our tools, you're good to go now. If not, keep reading to get the gist of this tool.

The layout is pretty consistent throughout the worksheets. There are slicers on the left (and sometimes in other spots; they work the same). These are built in filters; the example below shows the slicers 'Item Group' and 'Brand Name' on the Item Sales work sheet. Click and or ctrl + click to filter the data! Clear the filters by clicking the clear filter icon in the top right of the slicer.

The Date slicer is at the top of the work sheet. It has a click and drag timeline to filter the data by the relevant date. 

The Data is in the middle! It displays with built in filters, subgroups and totals. Enjoy!

There are seven worksheets to work with: Item Sales, Customer Sales, YTD Overview, YoY Comparison, Available Stock, Scheduled Supply, and Scheduled Demand. Not all of the worksheets show only data, but some have charts built in as well. The example below shows a graph from the YTD Overview sheet. It displays the Top 10 Items for the year to date with some KPIs above. 

 

This tool is yours to do with what you want. You can add more slicers if you need, save copies - we'd love to hear about the interesting things you create!

 

Version 4.7.0.1

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