Use Readysell lists and reports to drive your business
- Lists:
- Nominate one computer to be the ‘master’ for list and screen layout changes
- Use view variance to improve the information you can see while conducting your
- How can important information like low GP, discounts, manual prices be highlighted everywhere in the program
- Colouring lists
- Can I see just the information I want
- Filtering lists
- Grouping lists
- Sub-totalling lists
- Report totaling lists
- Customizing screen layouts
- See also:
- Managing the layout of my store
- Retail management
- Is my stock located in the right location in my retail store
- Can I use planograms and zones to increase sales by monitoring stock location
- Counting sales by location
- Breaking up locations into zones such as fast sell at the counter
- Retail management
- Monitoring staff performance
- Reporting on picker performance per hour worked
- Reporting on picker credits
- Reporting on telemarketer and POS operator sales per hour
- Ranking customers
- Setting customer ranking rules
- Identifying top 5 customers to be given top support
- Ranking products
- Setting up product ranking rules
- Identifying top products that have to be in stock.
- Reports
- Actionable metrics dashboard
- DIFOT analysis reports
- What are the top few customers that I need to really take care of?
We have a month-by-month breakup on the Management Dashboard. We could add a cumulative elsewhere, but I’m not sure there’s room on the Management Dashboard.
- Profit % by level 2 category over the last 12 months
- Profit % direct vs web sales
- Last 12 months’ direct vs web sales
I’ll probably need to discuss these 3 with you. We’ll need to:
a) Design the charts
- How about we do it as analysis reports instead of charts?
- Use something that shows month by month as a list/chart on the analysis, but can drill down to product by adjusting the analysis report
b) Determine where they’ll go
- Analysis reports would do the job
- Lists:
What is my monthly trend in total sales ex GST by month for the last two year
Sales Value (ex Tax) by Month chart on the Management Dashboard
- What is the monthly and cumulative sales value ex GST for the last twelve months vs the previous 12 months. What is the monthly variance each month. What is the cumulative YTD variance each month?
- As above, but for margin?
- What is my margin % for the last 12 months in total?
- What is my average daily profit % and value over the last 12 months?
I’ll look at creating a new form report “Sales by Period” to answer these.
- What is my sales value rank by category ranked from 1 to 12
I’ll look at adding a rank to the “Sales by Product Category” form report
- What is my customer sales value rank from 1 to n?
Form report F-024 (Sales by Customer)
- What are the top five customers that I need to really take care of?
Need something more concrete
- What is the level 2 category spend for a selected customer or a selected sales person?
- What is the level 2 and 3 breakup of a specified overall, sales person, customer category spend?
Form report F-027 (Sales by Product Category) – specify a customer or sales person in the parameter
Analysis reports we need to check are included in Readysell
- Sales cumulative this year vs last year over the last 12 months
We have a month-by-month breakup on the Management Dashboard. We could add a cumulative elsewhere, but I’m not sure there’s room on the Management Dashboard.
- Profit % by level 2 category over the last 12 months
- Profit % direct vs web sales
- Last 12 months’ direct vs web sales
I’ll probably need to discuss these 3 with you. We’ll need to
a) Design the charts
b) Determine where they’ll go
Action Rules, enable these to receive alert via pop-up and/or email when:
- contract is nearing its end date
- customer payment is 120 days overdue
- machine nearing end date
- sale back order is overdue
- and many more