Sales Demand Reports
Don't want to maintain a sales rollup report? We got you covered with a fully automated multi-channel rollup for everyone to review during your next S&OP meeting.
Navigation
To access your sales rollup, click on the Reports selection from the left side menu and choose the "Weekly Demand Report" or the "Monthly Demand Report"
On these reports, you can view the following:
Sales by channel, product lines, and sub lines
Units sold and its sell through by month
Filter between your channels, product lines, and SKUs
Adjust your report Columns
Adjust your Date filters
Adjusting Your Filters
On the right side of the bottom sales table, there is a side panel that is called "Filters" and "Columns", where you can select to open up more options on how to adjust your table. To adjust your filters, click on the Filters side panel.
The filter section will allow you to filter out all contents in the table. You can select or de-select key items in the table to help adjust your table view.
Adjust Your Column Grouping
On the bottom sales table, you'll find a "Columns" option on the right-hand side. This allows you to customize your row groups and rearrange columns within the report.
Simply click on the "Columns" section and scroll down to locate the Row Groups. From there, you can drag and reposition the columns to adjust the table view. Additionally, you can select or deselect columns to choose which ones you’d like to include or exclude.
Copy, Paste & Export
You can directly select a range of cells and copy and paste them across multiple sheets in your offline Excel or Google Sheets.
Right-clicking on the table will allow you to export it to a CSV or XLSX file.
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