Reports

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Management, Regional and Division Managers as well as Marketing Staff will be able to view an array of Real Time Reports as follows:

  • Order Detail - A CSV report with details of every order for the division. This report can be viewed using spreadsheet programs, such as Excel, and can then be modified according to the specific requirements of the distributor to achieve more targeted order analysis
  • Order Summary - Provides the following Sales Results information, grouped by Sales Rep and by District/Region:
    Total Cases Booked by Sales Rep
    Total New Cases Booked by Sales Rep
    Number of Customers Logged In by Sales Rep
    Indicates whether the Sales Rep has logged into the show or not
  • Orders at a Glance - A recap of total cases booked by Sales Rep and by Customer.
  • Vendor Order Detail - Provides all orders entered during the booking period grouped by vendor. This report is utilized by Category Managers to monitor quantities throughout the booking process.
  • Order Summary by Vendor - A summary of total cases booked grouped by vendor name and number. Vendors will view this report through the vendor services program throughout promotions and/or events to monitor sales.
  • Top and Bottom Selling Products - Provides the top/bottom selling products including quantities booked during a promotion and/or event. Provides administrators the ability to monitor product performance for new and existing products.

In addition to the reports detailed above, we can provide custom reports at your request and deliver them to you in a reasonable timeframe. Our system also provides event and promotion tracking of products as well as vendor bill-back invoices and reports.

 

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"With technology on the rise, it was time for our company to make some advancement toward the Virtual world. We started working with Maria and her staff at Spotlight Innovations back in 2007 and haven't looked back yet. Their wonderful team of creators work tirelessly to help you and your customers understand the new sites and features that are being implemented for your company. The first step they take is to get to know your company, your employees, your daily duties, your customer base and how your company procedures work. They are effortless in their training process. They go above and beyond customer service to make sure everyone understands the benefits of the services they are providing, not only to you and your staff but your customers also, from start to finish."

- Tibi Hebert
Purchasing Agent/Office Manager
Franklin Supply, Inc.
Franklin, Louisiana

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