This article contains suggestions that can help you evaluate and analyse your sales strategies on the platform. It shows how data can help you better understand your customers and their buying habits.
Most popular filters and searches
The geographical map
The geographical map allows you to quickly see where your current customers are located. This way, you will be able to see which regions are already well developed and which regions you could target eventually, depending on your sales strategies.
The filters
To refine your search, you can choose to apply filters on the map that will allow you to obtain more detailed data.The filters are divided into main filters and sub-filters, with the latter offering different values within a drop-down menu.
To access them, simply
- click on the four tabs (main filters) at the top of the map
- choose your sub-filter
- click in the 'Value' field to bring up the drop-down menu
Available filters and sub-filters in the 'Sales' dashboard
See below for the complete list of the all the main filters and sub-filters that are currently available in the Sales dashboard.
Main filter | Sub-filter |
Dates | Order Date |
Delivery Date | |
Approval Date |
Main filter | Sub-filters |
Audience | Buyer |
Region | |
Category | |
Subcategory | |
Corporate Group |
Main filter | Sub-filters |
Product | Product Name |
Container name | |
Style | |
Producer | |
Brand |
Main filter | Sub-filters |
More | Distributor |
Order State | |
Groups | |
Invoice Number |
Values in sub-filters
To select a value from the drop-down menu of a sub-filter, click in the Value field, click on the desired value in the drop-down menu and finally click on Save.
Example:
👉 The Order Date sub-filter offers the values This Week, This Month, Last Month, Last 7 Days, Last 30 Days, This Year, Specific Time Period and many others.
👉 The Region sub-filter proposes the values Bas-Saint-Laurent, Estrie, Laurentides, Mauricie, Montréal, Montérégie, etc.
The choices available in the sub-filters are numerous and will be updated regularly, so we invite you to explore them directly in the platform.
Most popular filters and searches to analyse your sales
Question | Filtre | Sous-filtre |
In which region(s) are my clients located that are supermarkets/convenience stores/grocery stores/specialty stores, etc.?
|
Audience |
Category (select Supermarket/Convenience/Grocery/Speciality, etc. from the drop-down menu) |
Question | Filtre | Sous filtre |
In which region(s) have I sold a specific product and to whom? |
Product |
Product Name (select the name of the product) |
Question | Filtre | Sous-filtre |
How many clients do I have in the Montreal region compared to the Laurentians? | Audience | Region (select Montréal and Laurentides) |
Question | Filtre | Sous-filtre |
In which region (and with which clients) are my orders approved/canceles/delivered/pending?
|
More |
Order State (select Approved/Canceled/Delivered/Pending) |
Question | Filtre(s) | Sous filtre(s) |
I wish to further refine my search in order to get the data specifically for this year, the last quarter, etc. |
Date |
Order Date (select the desired time period) |
Additional Sales Data
Below the map you will find sections with additional sales data. The data displayed in these sections reflects the filters you have applied in the map. If you have not applied any filters in the map, your global sales data will be displayed in the sections below.
Clients by rank
This section identifies the clients who buy the most and those who buy less. It also allows you to see data such as the percentage of revenue, the frequency of orders, the value and date of the last order, the average per order and the total orders per retailer.
The Create Order button allows you to place an order for this retailer in PivoHub. The button takes you directly to the form to place the order.
Sales by region
This section allows you to view the percentage and detailed data of your sales by region. By clicking on the individual sections, you will be redirected to a table containing detailed data specific to the selected region.
Best-sellers
This section will help you understand which products are currently selling best. You can further sort the data by clicking on the individual column titles.
Sales by distributor
This section is useful if you work with one or more distributors and would like to know what percentage of your orders are delivered by each. By clicking on the individual sections, you will be redirected to a table containing detailed data specific to the selected distributor.
Sales by representative
If you work with reps, this section will help you analyze their performance. The table shows the percentage of orders entered into PivoHub by person. To see the results in detail, just click on the person's name in the table.
Sales by corporate group
This section allows you to visualise the percentage of your sales by corporate group (for example, the different supermarket chains). Click on a section to view the data in detail.
Sales by client category
This section is useful for viewing the percentage of your sales by customer category (e.g. supermarkets, convenience stores, grocery stores, specialty stores, and others). Click on a section to view the data in detail.
Top 20 products
This section gives you a quick visual overview of your top 20 products. Simply click on each product to see the detailed data for that product.
Sales by container
This section allows you to analyse your sales by product container. To view the sales data by container in detail, simply hover over and click on the container of your choice in the table.
Did you know that you can export all data in Excel format? Check out the article Basic features of the Analytics tool to learn how to export data.
💡 Are you a sales director or representative? Check out our additional blog posts (in French) below for useful information:
5 façons d’utiliser le module Analytics pour les représentant·e·s des ventes
5 façons d’utiliser le module Analytics pour les directeur·trice·s des ventes
⬅️ Previous article : Basic functionalities of the Analytics tool
➡️ Next article : Find prospects with the Analytics tool
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