Below is a brief description of what is contained in each tab in the standard IntelliBrand PowerBI Dashboard:
Calls
Interrogate Calls by Rep/Customer Group/Location. Drill down to Orders/Audits/Surveys/Promotions and Photos.
Data Analysis explained further below;
Count - The total number of calls in the period selected
% of Calls - If you select the above tabs Calls, Orders, Audits, Surveys or Promotions, this will give the % of each of these actions carried out
Customers Called - The amount of customers called in the period selected, these are customers that are currently active
Total Customers - The total number of customers
% Coverage - This is the percentage of customers called out of total customers
Calls # - Total amount of calls the Rep has made
Days on Territory - The days the Rep worked in the period of time filtered
Avg Calls per day - This is the number of calls divided bu the Days on Territory
Customers Called - The number of customers called to by the Rep
Assigned # - The number of calls assigned to the Rep
Coverage % - This is the % of customers called out of the assigned number
Order - Total number of orders for that call
Orders % - The % of orders carried out of the total amount of calls
Avg value of order - The average value of all orders
Audit # - The amount of audits carried out of the total amount of calls
Survey # - The amount of surveys carried out of the total amount of calls
Promotion # - The amount of promotions carried out of the total amount of calls
Photo # - The amount of photos carried out of the total amount of calls
Average Duration - This is the average duration in a call
Total Hours - The total hours spent over the period of time selected
Call Duration
Drill into Call Duration at a Rep/Customer Level
Sales
Drill into Sales and FOC, by Volume or Value.
Sales over Time
Analyse Sales Performance over a time period at a Rep or Customer level.
Monthly Sales
Compare sales figures by month at a Customer or Rep level.
Sales v Targets
Compare Rep Sales Performance versus pre-agreed targets
Availability
Analyse distribution across Customer Groups and easily spot poor performers
Availability over Time
Track the availability of a Product Range over time at a Customer Group level
Availability v Sales
Monitor the effectivity of Availability Audits versus Sales
Surveys
Drill down into Survey Information at a Customer group level.
Filters
Apply a Filter across your entire Dashboard - great for analysing a Rep/Customer/Product etc.
