FORECAST & TRACKING MODELS
These can be customized in many ways, but the spirit is to enable Sales to not only track activity, but to forecast volumes based on # stores, avg units/wk/store, and probability of acceptance. Download and explore the sample file at right.
COMBINED SALES BREAKOUT REPORTS
See monthly sales from multiple sources and formats in one simple pivot sheet. Can be filtered out in countless ways and can also be easily used as a void report for key customers. Download and explore the sample file at right.
Below is an example of how one item can have multiple UPC formats and descriptions among different accounts, making it very difficult to track sales in one concise report. The Combined Sales Breakout Report consolidates these inconsistencies to create one uniform item description and UPC
converts to one uniform item description and upc