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In-Context Reporting

Disclaimer: Reports shown in this article may look slightly different or may not be available in your application as each client has unique configurations. If you see items that might benefit your organization or you don’t currently have access to these reports, please contact your Customer Success Manager.

Promotion List View

At an overview level, In-Context Reporting provides fast and effective “big-picture” insights. The promotion list view is a sortable report with user selected metrics that can then be exported to excel if needed. 

Promotion Charts

Promotion Charts are a great way to visualize the data, find what works and drill into promotions to understand and make changes. First, users need to select the appropriate filters for Customers, products, dates and what statuses, press apply and then click on the “Chart” tab to see all the multiple types of charts to help you make better decisions.

 

For each chart shown below, if you hover over the bar or bubble on the chart, a popup will appear showing more details about the promotion. If you left click on the bar or bubble, it will load the specific promotion for quick access to review and modify.

Promotion Efficiency

Ranks Promotions by ROI Efficiency, helping users identify how well promotions are performing and find promotions that require attention. The calculation of Promotion Efficiency is the following:

 

Promotion Efficiency = Incremental Contribution / Incremental Trade Spend

 

Users should try to aim for a positive ROI and review negative promotions to decide if it is the correct strategy.

Promotion Effectiveness

Ranks Promotions by ROI Effectiveness, helping users identify how well promotions are performing and find promotions that require attention. The calculation of Promotion Effectiveness is the following:

 

Promotion Efficiency = Incremental Net Sales / Incremental Trade Spend

 

Users should try to aim for a positive ROI and review negative promotions to decide if it is the correct strategy.

Magic Quadrant

Provides a view between the retailer and the manufacturer/distributor, who benefited the most from the promotion, type of mechanic and the value of trade spend displayed by the size of the bubble. This graph can be a great visual to share with the retailer where the retailer might be gaining all the benefit while the manufacturer/distributor loses money. It is recommended to review all negative contribution promotions, especially the ones with large bubbles and review what can be done to turning these promotions into a positive contribution for all parties.

Incremental Contribution vs Spend

This chart enables the analysis of promotions Incremental Contribution vs Incremental Spend by mechanic type, with bubble size showing Incremental Volume. The larger bubble size implies larger impact of an individual promotion. Users can visually see what promotion mechanics provide better results, what mechanics to avoid in the future and ensure a good outcome to the manufacturer/distributor.

Incremental Volume vs Mechanic Type

This chart enables the analysis of the use of Promotion Mechanic/Tactic compared to resultant incremental volume. Here you can analyze what mechanics are successful and what tactics are overused.

Promotion Contribution by Month

Helps identify months where Incremental Contribution is significantly high (i.e., risk of missing target if Promotion fails) or low (Promotion could/should be run). Especially look out for months that have a negative contribution and try to understand why by reviewing promotions on that month.

Number of Promotions per Month

Based on the filters selected, it will provide a graph of the number of promotions by month to check if you are running too many or too little of promotions.

Within a Promotion

When setting up a promotion, it’s important to have all the information that you need to make the best decision on how to run the promotion based on mechanics, price point and volumes. Also, when reviewing Pre/Post Promotion, is important to be able to compare the promotion to others on what worked and what not to do again. With Promotion context reporting it enables people to make better decisions now and into the future.

Volume Adjustment Reports

Reporting alongside Promotion creation supports better pre-event decision making and better to predict what volume the promotion is going to drive based on past promotions. This report has multiple metrics such as the tactic, display, feature, dates, planned/actuals volumes, and uplift % to help decide how much volume the promotion will drive. Finally, it provides a visual aid for the year to compare promotion volumes to judge if there are too many promotions or what has worked or not.

 

Post-Promo Analysis

In Flight Management & Reporting provides visibility of what is happening day by day and see what was forecasted vs actuals.

 

To access this report, go into the promotion, navigate the Review step, click on the “Report” tab and then in the drop down at the top, select the report “Post-Promo Analysis”.

Promo Review

Provides an overall view from shipments and scan for the promotion and how price points influenced incremental volume by week. If competitor data has been loaded, can compare the price points to see if they have had an influence on performance of the promotion.

 

To access this report, go into the promotion, navigate the Review step, click on the “Report” tab and then in the drop down at the top, select the report “Promo Review”.

Promotion Efficiency Details

Dashboard report showing how mechanics/feature types have performed for the same customer/product. From here, users make better decisions on what type of promotion works and what does not.

 

To access this report, go into the promotion, navigate the Review step, click on the “Report” tab and then in the drop down at the top, select the report “Promotion Efficiency Details”.

For more information or assistance, please contact [email protected].