Supplier dashboard – beverage alcohol

July 18, 2024
Feature
Report Center

The dashboard houses up to 4 tabs of detailed reporting on everything happening in the Supplier’s world.

  • Order History – Detailed metrics on orders over the years.

  • Template – Comparative overview of custom and template jobs.

  • Financial: View your monthly financial trends and yearly invoice and chargeback comparisons.

  • Jobs: Pinpoint which States and users create the most rushed jobs.

The various filters allow you to customize the metrics you’re viewing. The report will default data to the current year, but you may select up to 4 years’ worth of data at once. Select any data point on the report and all corresponding data will update to reflect the details tied to that data point.

The Financial tab contains current year vs previous year by spend, invoice, and job count. The Quarterly Summary breaks down spend and fees while including tax and freight.

Under the Template tab, you can locate custom jobs and the reason codes tied to them. By pulling in reason codes, corporate you will be able to gain a better understanding of their marketing needs. Along with listing template names, you can drill down and review the item type associated with the template and how many jobs were created using it.

You no longer have to navigate between multiple reports to find the data you need. We worked to ensure we provided you with the most informative metrics all in one place.

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