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Overview

Excerpt

This article explains the different dashboards you have available through Komet Analytics. You don't need to login into this platform to visualize these reports since we set up a Single sign-on (SSO) authentication.

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Content

  1. Customer 360° View.
  2. Customer Group Analysis.
  3. Lost Sales Analysis.
  4. E-commerce Lost Sales.


Info
titleWhen does a dashboard refresh?

Keep in mind that dashboards refresh on a daily basis.


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titleCustomer 360° View

This dashboard provides customer insights such as top preferred categories and products, sales by month,Year to date growth (%), year to date sales, and more.

How to access it

This dashboard is available from the Add Order screen. Select the customer and you'll see the  Customer 360º View link, under General Customer Information card. Click on it and the dashboard will popup.



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titleCustomer Group Analysis

For those customers that belong to a Customer Group, the system provides a consolidated analysis of sales by group, including year to date (YTD) sales,  year to date (YTD) growth, sales by salesperson, sales by inventory type and more.

How to access it

This dashboard is available from the Add Order screen. Select the customer and you'll see the  Customer 360º View link, under General Customer Information card. Click on it and the dashboard will popup.

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titleLost Sales Analysis

A Lost Sales opportunities dashboard is also accessible from the Komet Analytics platform.

How to access it

As you might know, lost sales can be recorded from anywhere in the system, but for accessing the lost sales analysis dashboard, go to Order Entry>>Add Order and search for the Record a Lost Sale linkOr go to Prebooks & SO's>>Add Prebook and search for the Record Lost Sale link.


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titleE-commerce Lost Sales

The purpose of this dashboard is to allow you to learn about products that your customers are looking for in the e-commerce that were not found. We identify this by saving searches that yielded no results. By analyzing this data, you and your team can identify products that your customers want but that you did not have.

How to access it

This dashboard is available from the Order Summary screen. Click on the link Image Modified What are your customers looking for online?. The system will take you to Komet Analytics portal, where you can view the dashboard.

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(lightbulb) Roles enabled to perform this action: Admin, Procurement Manager, Sales Manager, Cashier, Sales, Allocations.