Summary
This report details the distribution status of a selected product/product groups at the account level. A parameter for postal code has been added to allow users to enter a postal code to find accounts that stock a particular product / product group in a specific postal code.

A report that displays the distribution of a Primary Product Group (Level 1), Primary Product Group (Level 2) and Product at a summary level. The report contains two periods so that users can compare one period to another to gain an understanding of the selected period's performance (typically the current month/cycle) vs the comparable period's performance (typically the previous month/cycle).




Report Location 

Report Category: Distribution

Report Sub Category: Comparison

Report: Distribution By Product



Report Sample 

Total # Of Accounts: 33



Totals & Sub-Totals 

Sub Total: Sub-total at the second level of the Primary Product Group (set in Report Config) as per the example above. The total for ‘Accts in Dist’ returns the unique # of accounts that have at least 1 of the above products in Distribution.

Grand Total: Below the second level of the Primary Product Groups in the report. The total for ‘Accts in Dist’ returns the unique # of accounts that have at least 1 of the above products in Distribution.

Group by Category, then brand, then product



Parameters 

  • Account Group 1 - Group 4 (as set in "Report Config") 
  • Product Group 1 - Group 4 (as set in "Report Config")
  • Period (Months, Cycles and Years)
  • Compare Period (Months, Cycles and Years)



Requirements for report 

  • Accounts exist in the Perenso database
  • Report Config has been done in Administrator for "Group" parameters to show data / work
  • Products have to have been ordered by an account within the specified period or marked as Dist = Y for a result to be counted



Sort Order 

Primary Product Group (Level 1), Primary Product Group (Level 2), Product



Column Details 

  • Product 
    This column returns a list of Product Descriptions. The Primary Product Group (Level 1) specified in “Report Config” will show at the highest level (e.g. it will show where “Candy Bars” shows in the above example) and then Primary Product Group (Level 2) specified in “Report Config” will show directly below that. Within each Primary Product Group (Level 2) each Product Description will be shown.

  • # of Accts in Dist 
    This column returns a unique count of accounts that have the product in distribution. "In Distribution" is defined as:
    1. An account has had an order taken for the product during the selected period
    and/or
    2. The ‘Dist’ column has been checked in a "Distribution Check" workflow.

  • Total # Of Accts 
    This field will return the total number of accounts within the group/s specified in the "Parameters" section of report. For example, if "Banner" = Terry White and "Grade" = A Grade were selected, this column would return the total number of Terry White A Grade accounts.

  • % Dist
    This column is a calculation. The calculation is: # of Accts in Dist / Total # Of Accts (formatted as a percentage to 1 decimal place).

  • Compare Period Distribution 
    The same columns as above apply (# of Accts in Dist, Total # Of Accts, % Dist) however specific to the “Compare Period” specified in the Parameters of the report.

  • Variance 
     # Accts
    This is the difference between Period and Compare Period "# of Accts" (Period # of Accts minus Compare Period # of Accts).

  • % Var
    This is the % of "# Accts" (Variance) over the total number of Accounts (set within the Parameters of the report).