Unit Based Sales History
The PeliKalc™ Unit Based Sales History analysis reports provide you with valuable historical information that gives visibility to three year trends by Customer by Item. Sales history can be run with or without tabs so you can get the information in the format that best suits your needs.
Sales History can be configured to export to Excel your unit based sales history by seven (7) different tab based criteria as follows:
- Banner (e.g. Alberstons/Safeway or Kroger – you configure these during implementation)
- Broker
- Channel
- Region
- Salesperson
- Territory
- No Tabs
Highlights of Unit Based Sales History
- Produce sales history workbooks to tabs by broker, sales person, channel, territory, region or banner, whatever works best for your sales team.
- Each time your run the sales history analysis you can choose how to configure tabs and years. Total flexibility.
- Sales History can show 1 or 2 years of prior history by month as well as current year, in order to give sales team context to their analysis.
- Email Excel workbooks to each salesperson for their customers only. Focuses sales team on their book of business only.
- By producing a sales history workbook by Broker, you are able to bring this analysis to your broker and discuss trends. You can focus their teams on your priorities.
- Produce a sales history workbook of all consolidated sales and you will be able to see product trends.
- Run the Sales History by Item Number workbook to get consolidated item number trends so you can determine velocity of sales by item.
Example Workbooks
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