Analytics Use Cases by Report Tab

1. Dashboard

What it is:
A high-level overview of key performance indicators including Fill Rate, Shipped Cases, Ordered Cases, and Average Dollar per Case.

Why you’d use it:
To gain a fast, comprehensive understanding of current business performance and identify emerging trends at a glance.

2. Products

What it is:
A detailed view of performance by product, including volume, revenue, and distribution activity.

Why you’d use it:
To evaluate product effectiveness, monitor item-level trends, and inform decisions around portfolio optimization and sales focus.

3. Distributors

What it is:
Performance reporting by distributor across shipments, distribution reach, and service levels.

Why you’d use it:
To assess distributor contribution, identify growth opportunities, and address service gaps that may impact performance or availability.

4. Drop Size Report

What it is:
Analysis of shipment sizes across the network.

Why you’d use it:
To improve delivery efficiency and cost structure by monitoring shipment density, optimizing logistics, and supporting strategic distribution planning.

5. Purchase Report

What it is:
Visibility into purchasing behavior and order flow upstream.

Why you’d use it:
To support forecasting, demand planning, and proactive coordination between purchasing and distribution to ensure product availability.

6. Inventory Reporting

What it is:
Real-time and historical inventory analysis across warehouses, products, and regions.

Why you’d use it:
To prevent stockouts or overstock conditions, maintain healthy supply levels, and align inventory with demand.

7. Order Guide Comparison Report

What it is:
A comparison of stocked items vs. actual ordered items by distributor or customer.

Why you’d use it:
To ensure order guides reflect true business activity, improve compliance, and uncover opportunities to grow assortment and sales.

8. Report Builder

What it is:
A customizable reporting tool allowing users to build tailored insights using available data fields.

Why you’d use it:
To answer specific business questions and create unique analyses beyond the predefined dashboards.

9. YoY Analysis

What it is:
Performance trending year over year across orders, shipments, and key financial metrics.

Why you’d use it:
To measure real growth, evaluate strategic initiatives, and support annual planning with performance-backed insights.