Performance & Optimization Reports

All reports related to Tools for Analyzing and Improving Operations

This guide will walk you through all of the reports related to tools for analyzing and improving operations.

Performance and optimization reports, we’re DOING it!

Sales KPI

The Sales KPI Report offers insights into sales team performance by tracking quotes, orders, closing ratios, protection plan sales, profit margins, and revenue. It helps measure productivity, conversion rates, and profitability. This report supports performance reviews and helps develop targeted sales strategies. It’s designed to display when there’s data available, ensuring a clutter-free interface.

Sell Throughs

The sell throughs report tracks the performance of products sold through specific channels or brands. Users can filter data by date and brand. The report identifies which products perform well, useful for inventory management and demand planning.

Spiffs

The Spiffs Report tracks bonuses (spiffs) given to salespeople. It has two main categories: Claimed vs Unclaimed, which differentiates between earned and pending bonuses. This report helps incentivize sales teams by tracking performance bonuses.

This report allows users to export bulk spiff files with a brand filter applied, making it easier to handle spiff data for specific brands.

Damage Allowances - Open

The Damage Allowances Report is used to track and resolve claims for damaged products efficiently. This tool helps manage and monitor damage claims, providing a clear overview of both pending and resolved issues. It’s designed to improve clarity and functionality in handling product damage cases. You can view your claims both Open status

and Resolved claims. The report includes key information such as The report includes details such as the amount offered, credit amount, driver information, date of damage, damage description, and a resolved note.

Drivers Report

The Driver Report is used to track and analyze driver performance and delivery operations. This report helps improve logistics, manage inventory, and address delivery-related issues efficiently. It provides insights into: driver performance and efficiency, delivery schedules and fulfillment issues encountered during deliveries.

Key features include filters for truck number, driver name, delivery method, and more, tracking of fulfillment types, missing parts, and replacement requests, monitoring of damage reports and reschedules, detailed stop information including type and status, and summary data for each truck including mileage and completed stops.

Alright, that’s it for Performance and optimization reports - hope your gaining good insight! - Check out any of these other report guides to keep learning!