Activity Impact (Advanced Reports)

This report is intended to analyze the kind of impact rep activity has within each individual account visited

Written By Chris Louis (Super Administrator)

Updated at May 13th, 2020


This report is intended to analyze the kind of impact rep activity has within each individual account visited, and whether or not that activity is helping to grow a brand presence within the accounts visited.

** NOTE: Requires Sales Data 

  • Indicate whether you’d like to view the report based on an activity/task or on a more generalized category
  • Choose the activity/task or category you’d like the report to cue off of
  • Choose the timeframe for which you’d like to run your report
  • Filter down by additional parameters by setting the following options:
  • Global Sales Timeframe – timeframe for which you’d like all tables that populate below to be based on
  • Teams – the team(s) you’d like included in your report
  • User(s) – the user(s) you’d like included in your report
  • Distributors – the distributor(s) you’d like included in your report
  • Premise – whether you’d like to view information for only on premise accounts, only off premise accounts, or all accounts
  • State – which state(s) you’d like included in your report
  • City – which city(s) you’d like included in your report
  • Postal Code – which postal code(s) you’d like included in your report

NOTE** If you’d like to save these parameters to pull this report more efficiently in the future you can do so by clicking the Saved Filters button in the top right corner of the Filters area. You’d then click on the “Create New From Current Filters” and add a bookmark name and click “Save.” You’ll then be able to automatically pull this report with these pre-set filters at anytime in the future.

  • In the first window shown you’ll see the total number of accounts touched in the selected time frame. This first window will show the following boxes:
    • Total PODs – Total PODs (by account) reported for that time frame vs. Total PODs reported for the same period the previous year
    • Total CEs – Total CEs sold to the accounts included for the selected time frame vs. Total CEs sold to the accounts included for the same period the previous year
    •  Total Units – Total units sold to the accounts included for the selected time frame vs. Total units sold to the accounts included for the same period the previous year
    • Rate Of Sale – The current rate of sale for product within the selected set of accounts for the chosen time frame vs. the rate of sale for product within the same accounts for the same period the previous year
  • Top Accounts – This window will show the top 5 performing accounts for the selected time frame. This table will include the name of each account, as well as the street address for that account, a basic line graph that shows a rolling 12 month sales trend for the account, and the total number of CEs sold into each account for the selected time frame.
  • Top Brands – This window will show your top 5 performing brand for the accounts included in this report. You’ll see the brand name, the total number of CEs sold for that specific brand in those accounts, and the total number of PODs (by account) for that brand within the current set of accounts.
  • Top SKUs – This window will show you which specific SKUs are highest selling within the accounts included in this report. In this table you’ll see the Product (i.e. SKU) name, the total number of CEs sold into the included accounts for each SKU, and the total number of PODs (by account) for that SKU within the current set of accounts.
  • All Accounts – This table will show you a break down of each account included in the current report. You’ll find the following information:
    • Account – The name of each account
    • Address – The physical address for each account
    • Distributor – The distributor responsible for each account
    • Premise – Whether the account is classified as an on or off premise account
    • Independent/Chain – Whether the account is classified as an independent or chain account
    • Sales (CEs) – Total CEs sold into each account for the selected time frame
    • Sales (Units) – Total number of units sold into each account for the selected time frame
    • Growth – Whether the sales in the account have gone up or down in comparison to the same period last year
    • Last Invoice – The date on which the last invoice was reported within the selected time frame for each account

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