For distribution businesses
Understand customers, products and routes across your distribution business. Explore sales and order data through dashboards and an AI analyst, with reporting adapted to your account structure, product catalog and operating model.
Route-distribution outlet coverage example · illustrative
Choose the questions and measures that matter to your business. These examples show different reporting needs within the industry; the available analysis depends on the records you supply.
Review sales by outlet, route or territory. Combine orders and activity records when investigating customer reach or changing demand.
Explore account penetration, product-category mix and customer concentration. The detailed page focuses on industrial customer and catalog relationships.
Explore Industrial distributionReview kitchen and hospitality accounts, order patterns and category mix. The detailed page uses the language of drops, accounts and foodservice categories.
Explore Foodservice distributionThree steps, in this order.
Customer and product IDs, orders, sales, dates and route or branch fields; add costs or visit records when useful.
Start with standard dashboards. Agree on the measures, reporting periods and business structure your customized views need.
Work with an AI analyst to investigate the available data and prepare reports. Review the definitions and results in the context of your business.
Short answers. The Help center has the long ones.
Customer and product IDs, orders, sales, dates and route or branch fields; add costs or visit records when useful.
The example illustrates one part of the industry. Standard dashboards are a starting point; views can be customized to your business and data as part of your agreed setup.
The report depends on the fields, history and definitions in your sample. Start with one question, identify the records it needs and confirm any gaps before relying on a comparison.
Analytics software for distributors, compared · Alternatives to named products
Written for this industry: the measures, the data you already hold, and the arithmetic.
Stocktake analysis compares physical inventory counts with the inventory book at the same cutoff. Use a worked distributor example to calculate quantity and value differences, investigate exceptions and reconcile the totals before posting adjustments.
Oct 24, 20265 min readMeasure recorded stockout incidents, unavailable time, and unfilled order value by SKU and location. Separate later recoveries from confirmed cancellations and reconcile the exception totals.
Oct 14, 20265 min readProduct RFM compares how recently each SKU sold, how often it appeared on orders, and how much sales value it generated. Work through a distributor's order lines, set explicit score bands, and understand why a strong RFM code is only one input to a product decision.
Oct 10, 20266 min readUse public Walmart evidence to frame the inventory and service questions a business should measure. Rebuild turnover, aging, and fill rate in a worked US distributor example, then test a change to ending inventory.
Oct 7, 20266 min readCalculate the merchandise margin retained after markdowns and allowances. Follow a category example from original ticket value to net sales, merchandise cost and the reconciliation back to initial margin.
Oct 5, 20265 min readA filled-in profit and loss statement for a US distributor with $47,000,000 of net revenue, this year against last, read line by line from gross sales to net income. It shows how each subtotal is built, the same P&L as percentages of revenue, and the bridge that explains why net income rose 52% on 7% more revenue.
Sep 25, 20267 min read