In Dashboard Analytics, it can be difficult to know where to start. Follow the steps below to easier review declining sales.
1. Click on Detail Analysis tab to access The Report Generator
2. Click on Detail Analysis tab to access The Report Generator
TIP: Be sure to click on the last full month of data loaded
3. As you dig into a branch, you will find that there are product groups that are up and product groups that are down. Click on that product group to apply it as a filter.
TIP: Pay attention to the DETAILS window to make sure you know which selections are being viewed.
4. You can look into specific sales area and products that are driving the decline in sales. In the Dimensions window, remove Product Group and Branch, then add in Product NBR, Product, and Sales Area.
Now you can look at specific products within specific sales areas that need to be discussed with brokers, sales managers, and sales reps.
Send to Excel by clicking the Excel icon and go get the business!