New PODs (Advanced Reports)

This report is designed to show you the total number of new points of distribution gained within a selected time frame.

Written By Chris Louis (Super Administrator)

Updated at May 13th, 2020

This report is designed to show you the total number of new points of distribution gained within a selected time frame.

**NOTE: Requires sales data

 

  • Choose the time frame in which you’d like to see accounts who have made a purchase but who had also not purchased in a specified number of days prior (i.e. an account that made a purchase between June 1st and June 15th but who had not purchased for the time period 90 days prior)
  • Choose the distributors whose territory you would like included in the report
  • Choose the cities and postal codes in which you would like to view new PODs in
  • Click the blue “Submit” button

**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.

  • New in This Time Frame: total number of new PODs reported for the filters selected. This will also show you a comparison of PODs gained in the same period during the prior year.
  • Average SKUs per Account: this will show the average number of SKUs sold in to these new PODs during the selected time frame in comparison to the same period during the year prior.
  • Total PODs: this will show the total number of PODs reported in the chosen time frame, both new and existing in comparison to the same period during the prior year.
  • New PODs: On Premise vs Off Premise – shows the breakdown of new PODs gained during the selected time period based on on premise (green) vs. off premise (yellow) account classification.
  • New PODs: Independent vs Chain – shows the breakdown of new PODs gained during the selected time period based on independent (blue) vs. chain (yellow) account classification.
  • New PODs: On Premise – Independent/Chain: shows the breakdown of new on premise PODs based on independent (green) vs. chain (yellow) account classification.
  • New PODs: Off Premise – Independent/Chain: shows the breakdown of new off premise PODs based on independent (blue) vs. chain (yellow) account classification.
  • New PODs by Distributor: the x-axis in this table shows the top 10 performing distributors based on new PODs gained during the selected time frame, while the y-axis in this table shows benchmark POD numbers. If you hover over any graph in this table you’ll then see a total number of new PODs gained for the selected distributor.
  • New PODs by Location: this is an interactive heat map that shows where the majority of your new PODs are located. You can click into any point on this heat map to focus in on new PODs gained in specific areas.
  • New POD List: this table will present the following information for each new POD gained during your chosen time frame –
    1. Account: the name of each new POD
    2. Address: the physical address of each account
    3. Distributor: the distributor responsible for handling the account
    4. Premise: whether the account is classified as on or off premise
    5. Indep/Chain: whether the account is classified as an independent or chain account
    6. SKU: the SKU that was sold in to classify the account as a new POD
    7. Sales (CEs): the total number of CEs sold into the new point of distribution
    8. Logged: the date on which the new sale was logged

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