Analytics Use Cases by Report Tab

1. Dashboard

What it is:

• Your command center for business health

• Displays key performance indicators in a single, scannable view: Fill Rate, Shipped Cases, Ordered Cases, and Average Dollar per Case

• Updates regularly to reflect current performance

Why you'd use it:
Start here every time you log in. The Dashboard lets you quickly spot problems (a sudden fill rate drop) or wins (a spike in shipped cases) without digging through individual reports. Use it to set the agenda for deeper analysis or to prep for executive check-ins with real-time performance context.

2. Products

What it is:

• Item-level performance data for every product in your portfolio

• Tracks volume, revenue, and distribution activity per SKU

• Shows where products are selling—and where they're not

Why you'd use it:
Answer questions like: Which SKUs are driving revenue? Which are underperforming? Where is distribution thin? Use this report to prioritize sales focus, identify candidates for promotion or discontinuation, and spot gaps where top products aren't reaching all markets.

3. Distributors

What it is:

• A performance scorecard for each distributor partner

• Covers shipment volumes, geographic reach, fill rates, and service levels

• Enables comparisons across your distribution network

Why you'd use it:
Hold distributors accountable and find growth opportunities. Identify which partners are exceeding targets, which need support, and where service gaps are costing you sales. This report is essential prep for distributor business reviews and contract negotiations.

4. Drop Size Report

What it is:

• Analysis of how much product is delivered per stop

• Breaks down shipment density across your distribution network

• Highlights small drops that may be inefficient

Why you'd use it:
Small drops cost more per case to deliver. Use this report to identify inefficient routes, set minimum order thresholds, or target accounts for volume-building programs. Operations and finance teams use drop size data to model logistics costs and improve margin.

5. Purchase Report

What it is:

• A window into upstream purchasing behavior

• Shows what's being ordered, when, and in what quantities

• Tracks order flow patterns over time

Why you'd use it:
Align supply with demand. Use purchase trends to improve forecasting accuracy, avoid stockouts before peak periods, and coordinate with procurement on reorder timing. This report bridges the gap between sales velocity and supply chain planning.

6. Inventory Reporting

What it is:

• Current and historical inventory levels across warehouses, products, and regions

• Includes days-on-hand calculations and stock status indicators

• Flags potential stockouts and overstock situations

Why you'd use it:
Prevent the two inventory sins: stockouts that kill sales, and overstock that ties up cash. Use this report to monitor supply health, flag slow-moving inventory before it expires, and ensure high-velocity items stay in stock where demand is strongest.

7. Order Guide Comparison Report

What it is:

• Side-by-side view of what's listed on order guides versus what's actually ordered

• Compares stocked items to real purchasing behavior by distributor or customer

• Surfaces mismatches and compliance gaps

Why you'd use it:
Order guides that don't match reality cause problems—missed sales, compliance gaps, and confused operators. Use this report to identify items that should be added (high sales, not on guide) or removed (on guide, never ordered), and to drive order guide cleanup conversations with distributors.

8. Report Builder

What it is:

• A flexible, build-your-own reporting tool

• Lets you combine any available data fields into custom views

• Save, reuse, and share your custom reports

Why you'd use it:
When the standard reports don't answer your specific question, Report Builder does. Create ad-hoc analyses for unique business scenarios—regional deep-dives, custom time ranges, or cross-functional metrics. Save and reuse your custom reports as your needs evolve.

9. YoY Analysis

What it is:

• Year-over-year comparison across orders, shipments, revenue, and other key metrics

• Shows growth trends and seasonal patterns

• Provides historical context for current performance

Why you'd use it:
Context matters. A strong month means more when you can prove it beat last year. Use YoY Analysis to measure true growth (not just seasonality), evaluate the impact of strategic initiatives, and build data-backed narratives for annual planning and stakeholder updates.