Reports on Datawiz BI service

The "Lost Sales" report summarizes data of losses due to missing or low sales.

The functionality of the report allows:

• to identify lost sales by products, categories, stores, category managers;
• to determine the amount of losses, including due to zero balances;
• to track the dynamics of sales and balances on problem products;
• to identify the causes of losses, problem areas at work and avoid them in the future.

The report includes items that have sales or stocks. In addition, the products are checked for asymmetry in the distribution of sales dynamics. Thus, only those with symmetrical (uniform) sales dynamics are displayed in the report.

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Metrics

"Columns" button allows to choose the necessary metrics for generating a report. All metrics are divided into the following subgroups:

• Loss of sales
• Loss of sales Change
• Loss of sales Change, %
• % Lost Sales share 
• Loss of sales when stocks are null
• Loss of sales when stocks are null Change
• Loss of sales when stocks are null Change, %
• % of Sales losses 

• Loss of sales Qty
• Loss of sales Qty Change
• Loss of sales Qty Change, %
• % of losses of sales Qty
• % Lost Sales Qty share 

• Stock Qty at the end of the day
• Stock Qty at the end of the day Change
• Stock Qty at the end of the day Change, %
• Stock Qty at the beginning of the day
• Stock Qty at the beginning of the day Change
• Stock Qty at the beginning of the day Change, %

• Loss of profit
• Loss of profit Change
• Loss of profit Change, %
• % Lost Profit share 
• % of Profit losses 

• Qty of losing days
• Qty of losing days Change
• Qty of losing days Change, %
• Qty of losing days when stocks are null
• Qty of losing sales when stocks are null Change
• Qty of losing sales when stocks are null Change, %

• Identifier
• Barcode
• ABC of Sales
• ABC of Sales Qty
• ABC of Profit

Metrics highlighted in purple and red are clickable. Clicking on them opens a window with a flow chart of the chosen metric.

 

"Templates" button - saves the configured report columns as a template.

On the right above the table context menu is opened where the user can select the following actions:

• "Lock the total row" - fixes the "Total" row in the top row of the table.
• "Save XLS" - saves table data to an xls file.

To quickly find the necessary product, enter the first letters/symbols of the product name in the search field. The search works automatically, leaving all found matches in the table.

To reset the search results, click on the cross in the search field.

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Filters

The selection of filters makes it possible to carry out the analysis within the specified conditions.

Filters button is placed on the right side above the report. Clicking on it opens a modal window with the following filters:

• Stores
• Period
• Previous Period
• Category Managers
• Assortment Types
• Product markers
• Categories
• Brands
• Level
• Promotion of products