Account-Level Breakdown
Gain a deeper understanding of account performance and sales contribution to inform targeting, engagement, and forecasting strategies.
- Identify key accounts contributing the most to overall volume trends
- Segment accounts based on performance tiers:
- High-growth
- Stable
- Declining
- Highlight significant accounts with notable changes in order volume
- Provide insights into purchasing behavior, frequency, and patterns
SKU Performance Analysis
A detailed breakdown of product-level trends to optimize sales and inventory.
High-Performing SKUs
- Identify products driving the most revenue and sales volume
Declining SKUs
- Highlight any SKU in the top 20% of sales from the previous period that has experienced a decline of:
- 30% / 20% / 10% (filterable criteria)
- Drill-down analysis:
- Identify accounts that ordered the flagged SKU in the previous two periods
- Flag those experiencing a similar decline (30% / 20% / 10%)
- Determine if declines are linked to:
- Broader category or market trends
- Seasonal fluctuations
- Account-specific factors
SKU Segmentation
- Categorize SKUs by sales velocity:
- Fast-moving
- Moderate
- Slow-moving
- Assess SKU profitability and impact on margin
- Identify potential product gaps or bundling opportunities
Additional Insights
- Sales Performance Trends – Evaluate revenue growth and fluctuations.
- Inventory Insights – Monitor stock levels and product movement.
- Order-to-Invoice Lifecycle – Track the efficiency of order fulfillment.
- Marketing Program Impact – Assess engagement and conversion performance.
Quality Assurance
Before going live, we will:
- Validate all reports against expected workflows
- Conduct internal QA on visualizations and metrics
- Share quick wins or early insights
