Distributor Overview (Advanced Reports)

This report is designed to allow you to view your share of a selected distributor’s total account universe, in addition to which accounts, brands, and SKUs are highest performing.

Written By Chris Louis (Super Administrator)

Updated at May 13th, 2020


This report is designed to allow you to view your share of a selected distributor’s total account universe, in addition to which accounts, brands, and SKUs are highest performing.

  • Choose the distributor for which you’d like to run the report
  • Select the time frame you’d like the report to present for
  • Choose the brands and SKUs you would like included
  • Filter down to distributor information within specific cities or postal codes
  • Click the blue “Submit” button
    1. 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 report that populates, you’ll find the following information:
    1. In the first window:
      • Total Accounts - The total number of accounts in the distributor’s territory
      • Total PODs - The total number of accounts where your selected brands/SKUs are currently being distributed
      • Share of Accounts – The ration of accounts you are selling product in versus the total number of accounts the distributor is reporting
      • Total CEs – The total case equivalents sold for the selected brands and SKUs under that distributor’s territory for the selected time frame
    2. Top Accounts:
      • Account – The name of your top 5 buying accounts for the selected time frame along with the address for each account
      • Rolling 12   mo. Trend – A basic line graph showing the sales trend within each of your top 5 accounts for the last 12 months
      • Sales – The total number of case equivalents each account has purchased for the selected time frame
    3. Top Brands
      • Brand – The name of your top 5 selling brands for the time frame selected
      • CEs – The total number of case equivalents for each brand sold in the selected time frame
      • PODs – The total number of accounts where each brand was sold for the time frame selected
    4. Top SKUs
      • SKU – The name of your top 5 selling SKUs for the time frame selected
      • CEs – The total number of case equivalents for each SKU sold in the selected time frame
      • PODs – The total number of accounts where each brand was sold for the time frame selected
    5. 12 Month Rolling Volume
      • The x-axis in this report will show the volume sold, presented in CEs
      • The y-axis in this report will show each of the last 12 months
      • You can hover over any point within this graph to see the total number of CEs sold in any given month
    6. 12 Month Trend by POD
      • In the top right corner of the window you’ll choose whether you’d like the PODs in the graph presented by account or by SKU
      • The x-axis will show the number of PODs, presented by either Account or SKU based on your selection
      • The y-axis will show each of the last 12 m onths
      • You can hover over any point within this graph to see the total number of PODs reported for any given month
    7. On Premise vs Off Premise
      • This graph will indicate the ratio of your brand distribution within On Premise (green) accounts vs. Off Premise (yellow) accounts
    8. Independent vs Chain
      • This graph will indicate the ratio of your brand distribution within Independent (blue) vs. Chain (yellow) accounts
    9. On Premise Independent vs Chain
      • This graph will indicate the ratio of your brand distribution within on premise independent (green) accounts vs. on premise chain (yellow) accounts
    10. Off Premise Independent vs Chain
      • This graph will indicate the ratio of your brand distribution within off premise independent (blue) accounts vs. off premise chain (yellow) accounts
    11. All Accounts
      • Account – The name of each account listed as a POD
      • Address – The physical address of each account
      • # of Brands – The total number of brands each individual account purchased in the selected time frame
      • Premise – Whether the account is categorized as an on or off premise account
      • Indep/Chain – Whether the account is categorized as an independent or chain account
      • Sales (CEs) – The total number of case equivalents sold to each account within the selected time frame
      • Sales (Units) – The total number of units sold to each account within the selected time frame
      • Growth – The percentage that sales within the account have increased or declined by for the selected time frame compared to the same period during the prior year
      • Last Invoice – The date on which the last invoice was reported for each account within the selected time frame

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