A GUIDE TO KRUNCHBOX DASHBOARDS

Business Summaries Dashboards:

CEO Highlights - last week

• Simple dashboard in paragraph form
• Shows last week’s results
• Shows unit and dollar sales for last week
• Shows highest performing Category, Product, and Store for last week
• Gives insight on current Stock on Hand
• Shows where you may have opportunity
• A great dashboard to start off your work week

 

CEO highlights - year to date

• Simple dashboard in paragraph form
• Shows year to date results compared to the year prior
• Shows highest performing Category for year to date
• Shows Categories with the most and the least favourable comparisons to last year
• Shows which retailer had the most unit and dollar sales year to date
• Shows retailer with the least favourable comparison to last year

 

Year to date overview

• Focuses on store sales and store inventory for year to date

• See 12-month trend graph by sales units for year to date
• See 12-month trend graph by sales $ for year to date

 

Year on Year

• Shows year on year trend graph by Unit Sales
• Shows year on year trend graph by Sales $
• Shows year on year trend graph by Closing Stock in Units
• Use the Retail Filter to see results for specific retailers
• Use the Category Filter to see results for specific categories
• Use the Product Filter to see results for specific products

 

4 Years YoY Graph

• Shows 4 years year on year trend graph by Unit Sales
• Shows 4 years year on year trend graph by Sales $
• Shows 4 years year on year trend graph by Closing Stock in Units
• Use the Retail Filter to see results for specific retailers
• Use the Category Filter to see results for specific categories
• Use the Product Filter to see results for specific products

 

3 year - Month Trend

• Shows a 12-month trend graph
• Change the measure from Unit Sales (default) to Sales $, Average Sales $/U, Closing SOH U, Closing SOH $
• Use the Retail Filter to see results for specific retailers
• Use the Category Filter to see results for specific categories
  
  

Category – Week vs LY

• Shows your weekly category summary compared to last year
• See category with the most unit sales last week
• See category with the most sales $ last week
• See which category has the most favourable comparison to last year in unit sales
• See which category has the largest $ change on last year
• See which category has the least favorable comparison to last year in unit sales

 

Category – Week vs LW

• Shows your weekly category summary compared to last week
• See category with the most unit sales last week
• See category with the most sales $ last week
• See which category has the most favourable comparison to the previous week in unit sales
• See which category has the largest $ change on the previous week
• See which category has the least favorable comparison the previous week in unit sales
  
  

Retailer – Week vs LY

• Shows your weekly retailer summary compared to last year
• See retailer with the most unit sales last week
• See retailer with the most sales $ last week
• See which retailer has the most favourable comparison to last year in unit sales
• See which retailer has the largest $ change on last year
• See which retailer has the least favourable comparison to last year in unit sales

 

Category – Week vs LW

• Shows your weekly retailer summary compared to last week
• See retailer with the most unit sales last week
• See retailer with the most sales $ last week
• See which retailer has the most favourable comparison to the previous week in unit sales
• See which retailer has the largest $ change on the previous week
• See which retailer has the least favourable comparison the previous week in unit sales

 

Overview - Sales units & $

• At default, this dashboard shows sales results for the last 12 weeks compared to the same 12 weeks last year.
• Use the adjustable timeline to compare from 1 to 12 weeks of data to last year.
• This dashboard has two tabs. One tab for comparisons in unit sales, and one tab for comparisons in sales $
• Graphs results in bar graph
• Graph results in weekly trend line graph
• Use the pie graph to see the share of sales by category

 

Supply Chain

• The stock summary shows how much product is in the supply chain from warehouse orders to store closing stock
• WSOH = Weeks stock on hand. This tells how many weeks stock will last based on the average weekly sales
• This dashboard uses sales from the last 12 weeks to calculate the weekly average regardless of how many weeks the product has been in staore
• This dashboard is limited to a single retailer, weeks cover will not consider how long the product will last if distributed to multiple retailers
• If you provide krunchbox with your invoicing (sell-in), you can compare your warehouse stock cover to both store sales (sell-out) as well as your invoicing history (sell-in)
• Store Stock
• Shows your stores WSOH to demonstrate how long stock will last in stores
• An alert is shown on Store WSOH when WSOH is less than 4 weeks
• Shows a total od the stores complete supply (Closing stock + Stock on Order + Stock in Transit) to demonstrate Total Store WSOH
• Warehouse Stock
• By using the stores sales rate, this dashboard can demonstrate how long warehouse stock may last if store stock replenishment is based on sales
• An alert is next to warehouse WSOH when stock is less than 6 weeks cover
• If your sell-in (your invoices) are loaded, you can see how long warehouse stock will last based on your invoicing averages

 

Scatter graph – Retailer

• The Scatter Graph will show the correlation between sales for units and $’s by Retailer
• Click the bubbles to drill into more detailed information
• When reviewing groups that should have similar ratios for units to $’s, outputs appearing to be outliers can identify a potential opportunity for further investigation

 

Scatter graph – Category

• The Scatter Graph will show the correlation between sales for units and $’s by Category
• Click the bubbles to drill into more detailed information
• When reviewing groups that should have similar ratios for units to $’s, outputs appearing to be outliers can identify a potential opportunity for further investigation

Treemap

• At default, shows a ranking list of all products by unit sales over last 12 weeks
• Use the adjustable timeline to change time period from 1 to 12 weeks of data
• Ranking list shows products by unit sales with a variance to same time last year
• Ranking list shows products by sales $’s with a variance to same time last year
• Ranking list shows a trend line by product
• See a tree maps by category by product

 

Grow Your Business Dashboards:

Top 20 Products

• Shows Top 20 products in both Unit Sales and Sales $
• Shows WSOH for top 20 products
• Shows Share of Sales for the Top 20 product is moth Unit Sales and Sales $
• Shows Sell Through for the top 20 products
• See number of out of stocks for your top 20 products

 

In Stock Position

The in stock position is calculated for each store/product over the last 12 weeks.

• # records is the total number of data points being checked (each product x store x 12 weeks)
• The % of these records where closing stock (SOH) is greater than zero (0) is the % In Stock over the 12 week period
• The current in stock % looks at the most recent week closing stock on hand (SOH)

If the store has no closing stock, but has stock on order (SOO) the record is still considered out of stock as the product isn’t available for sale

• Current out of stock % - closing SOH <1 unit

 

Out of Stock Overview - 12 wks

• Shows out of stocks for every product at every store.
• Sales are calculated from the last 12 weeks of sales
• See opportunity by store starting at state level then drill down to store then product
• See opportunity by product then drill down to store
• Shows how many stores products are ranged in
• Shown sales $ with the variance from the same 12 weeks from last year

Out of Stocks - 4 wk detail

This dashboard is devised to highlight current stock gaps to help you determine whether your sales be affected by poor stock levels

• Shows out of stocks for every product at every store.
• Sales are calculated from the last 4 weeks.

This Dashboard has 7 tabs:

• Product summary tab: Starts at the product level. Drill down on a product to see sales and stock by store
• Store summary tab: Starts at the store level. Drill down on a store to see sales and stock by product
• Sku summary tab: Starts at the Sku level. Drill down on a sku to see sales and stock by store
• State summary tab: Starts at the state level. Drill down on state to see sales and stock by store. Drill down on store to see sales and stock by product
• Out of Stocks – Detailed list tab: Shows list of products that are out of stock and which store they are out of stock in
• Top Tips tab: explains the purpose of the dashboard and how you can use it.
• Display Stock Tap: Shows where you only have one unit of stock or less of your products

 

 Out of Stock Frequency

This dashboard helps you understand how often you have been out of stock over the last 12 weeks

• Shows sales and out of stocks over the last 12 weeks
• High percentage of out of stocks are highlighted with a red x
• Excludes stores and skus which have had no stock over the past 12 weeks
• Shows current stock of products and stores

This dashboard has 5 tabs:

• Summary – top sellers tab: Shows out of stock frequencies for your top 10 products by unit sales and sales $
• Full product list tab: Shows number out of stocks by product over the last 12 weeks. Drill down on a product to see number of out of stocks by store over the last 12 weeks
• Full store list tab: Shows number out of stocks by store over the last 12 weeks. Drill down on a store to see number of out of stocks by product over the last 12 weeks
• Sku tab: Shows number out of stocks by product over the last 12 weeks. Drill down on a product to see number of out of stocks by sku over the last 12 weeks. Drill down on a sku to see out of stocks by store
• Top tips tab: Explains the purpose of the dashboard and how you can use it.

 

Out of Stock History

This dashboard compliments your Out of Stocks and Out of Stock Frequency dashboards by showing you the out of stocks over the last 4 weeks.

This dashboard has 6 tabs:

• Category/Product/Store tab: Starts at the category level by showing active stores, sales units and sales $ over the last 12 weeks, number of out of stocks last week, one week ago, two weeks ago, closing stock, stock on order and stock in transit. Drill down on a category to see data by product. Drill down on a product to see data at store.
• Retailer/Store/Product tab: Starts at the retailer level by showing active stores, sales units and sales $ over the last 12 weeks, number of out of stocks last week, one week ago, two weeks ago, closing stock, stock on order and stock in transit. Drill down on a retailer to see data by store. Drill down on a store to see data by product
• OOS Detailed List tab: Showes list of every product/store combination that have out of stocks over last 4 weeks by week
• OOS all 4 weeks tab: Shows products out of stock over last 4 weeks by week. Drill down on product to see data at store level
• OOS Sales recorded tab: Shows sales for every product over the last 12 weeks along with out of stocks over last 4 weeks by week. Drill down on product to see data at store level
• Top tips tab: Explains the purpose of the dashboard and how you can use it.

 

Sell-in vs Sell-out

To fully utilize this dashboard, your company must supply krunchbox with your invoice data.

This dashboard has 2 tabs:

• Total Sell-in vs Sell-out by week (units) tab: Shows a graph of Sell-in vs Sell-out in unit sales over the last 6 weeks
• Total Sell-in vs Sell-out by week ($) tab: Shows a graph of Sell-in vs Sell-out in sales $ over the last 6 weeks

 

Allocator - Stock Suggestions

This dashboard combines sales history and current stock with your desired stock coverage, to give you fast details about what kind of stock is needed in the stores as well as stock which exceeds needs.

The results can be used to quantify potential order requirements or identify overstocked situations.

This dashboard has 7 tabs:

• Category tab: Shows total sales, average weekly sales, closing stock units, stock on order, stock in transit, WSOH, goal stock, stock under goal by category. Drill down on a category to see data by product. Drill down on a product to see data by store
• Products tab: Shows total sales, average weekly sales, closing stock units, stock on order, stock in transit, WSOH, goal stock, stock under goal by product. Drill down on a product to see data by store.
• Stores tab: Shows total sales, average weekly sales, closing stock units, stock on order, stock in transit, WSOH, goal stock, stock under goal by store. Drill down on a store to see data by product.
• Retailers tab: Shows total sales, average weekly sales, closing stock units, stock on order, stock in transit, WSOH, goal stock, stock under goal by retailer. Drill down on a retailer to see data by state. Drill down on a state to see data by store. Drill down on a store to see data by product.
• Keycodes tab: Shows total sales, average weekly sales, closing stock units, stock on order, stock in transit, WSOH, goal stock, stock under goal by Keycode. Drill down on a keycode to see data by store.
• Sku’s tab: Shows total sales, average weekly sales, closing stock units, stock on order, stock in transit, WSOH, goal stock, stock under goal by SKU. Drill down on a SKU to see data by store.
• Top Tips tab: Explains the purpose of the dashboard and how you can use it.

 

Stock available with Zero sales

• This Dashboard shows where you have stock available but have not made sales on that stock in the last 4 weeks.
• Use the dashboards interior filters to filter by Retailer, Category, State Product Status, and Store

 

Dead Stock - 12 weeks no change

To qualify for the dead stock list, the inventory has not changed at all in the past 12 weeks and there have been no sales recorded

No activity at all suggests the inventory may not be correct and needs to be adjusted, or the product may not be on show where it has potential to sell.

This Dashboard has 7 tabs:

• Summary - Category tab: Shows dead stock by category. Drill down on a category to see dead stock by product. Drill down on a product to see dead stock by store.
• Summary – Product tab: Shows dead stock by Product. Drill down on a product to see dead stock by store.
• Summary – Store tab: Shows dead stock by store. Drill down on a store to see dead stock by product.
• Detail – Product tab: A list of products with dead stock by store. Use the interior filter to filter by store
• Detail – Keycode/SKU tab: A list of products with dead stock by store. Use the interior filter to filter by store
• Detail – Keycode/SKU tab: A list of Keycode/Saku’s with dead stock by store. Use the interior filter to filter by store
• Negative Stock tab: A list of products with negative stock by store
• Top Tips tab: Explains the purpose of the dashboard and how you can use it.

 

Dead Stock History by Store

Dead stock is stock in store where there have been no sales at all, and the closing stock has not changed for the number of weeks listed.

• Compare dead stock for the last 12 weeks (dire), versus the last 8 weeks (really bad), to the last 4 weeks (still not good)
• Closing stock allows you to see the size of the problem, whereas the product count shows you how prolific the problem is in that location
• The dead stock can be compared to the total stock to determine how big a problem dead stock is in that location
• The 4 weeks table is all records with no sales and inventory is the same in each of the last 4 weeks
• The 8 weeks table is all records with no sales and inventory is the same in each of the last 8 weeks
• The 12 weeks table is all records with no sales and inventory is the same in each of the last12 weeks

 

Dead Stock History by Product

Dead stock is stock in store where there have been no sales at all, and the closing stock has not changed for the number of weeks listed.

• Compare dead stock for the last 12 weeks (dire), versus the last 8 weeks (really bad), to the last 4 weeks (still not good)
• Closing stock allows you to see the size of the problem, whereas the product count shows you how prolific the problem is in that location
• The dead stock can be compared to the total stock to determine how big a problem dead stock is in that location

 

Store Focus

4 Dashboards in one!

• Use the interior filters to filter by Retailer, Store Name, and Category.
• See top 20 products for a selected store by Units and Sales $
• See out of stocks for a selected store
• See products with stock but no sales in the last 4 weeks for a selected store

 

Warehouse stock exceptions

This dashboard show’s your stock data for the entire supply chain

This dashboard requires your company to supply us with your warehouse stock.

This Dashboard has 4 tabs:

• Out of stocks by product tab: Shows Warehouse SOH, Warehouse SOO, Warehouse on-order WSOH, Average weekly sales units, Average weekly sales $, Store Closing Stock, Store WSOH, Total Store Stock, and Total Store WSOH.
• High stocks tab: Focuses on warehouse inventory with the highest weeks cover.
• Items in stock with no store sales tab: Shows product in which there is in store stock with no store sales over the last 12 weeks
• Items in stock with no sell-in tab: Shows which lines you have in the warehouse that have not had any invoicing over the past 12 weeks.
• Top Tips tab: Explains the purpose of the dashboard and how you can use it.

 

 

Interactive Summaries:

 Retailer Dashboard

This dashboard focuses on your retailers.

• Shows 12 months share of business in units and sales $ by retailer
• Shows 12 months unit sales and unit $ by retailer
• Shows unit sales and sales $ by month by retailer over the last 12 months
• Drill down on a retailer to see data by category

 

Category – Overview Dashboard

This dashboard focuses on your categories

• Shows sales volume and value by category
• Drill down on a category to see the top 5 products for that category sales volume and value
• At default, this dashboard shows sales volume and value for a 12 week period.
• Adjust the timeline to change time period between 1 to 12 weeks

 

Subcategory Dashboard

This dashboard focuses on your sub-categories

This dashboard has two tabs:

• Sub-category results tab: Shows count of active products, unit sales and sales $ for last week, with a variance to the same week last year, sales and sales $ for month to date, with a variance to the same period last year, sales and sales $ for year to date, with a variance to the same period last year, and share of sales year to date in both unit sales and sales $, by sub-category. Drill down on a sub-category to see by product
• Sub-category graph tab: Graphs your results by category by unit sales and sales $. Drill down on a sub-category to graph by product

 

Brand Dashboard

This dashboard focuses on your brands

• Shows count of active products
• Shows unit sales and sales $ for last week, with a variance to the same week last year, by brand
• Shows sales and sales $ for year to date, with a variance to the same period last year, by brand
• See share of sales year to date in both unit sales and sales $, by brand
• Drill down on a brand to see by retailer
• Drill on a retailer to see by product

 

Product – Rank Dashboard

This dashboard focuses on your products ranking

• Ranks your products by unit sales
• Shows trend line for each product
• See unit sales and sales $ for last week, with a variance to the same week last year
• Shows SOH by product with a variance from the same period last year
• Shows accumulated share of sales for products by percentage
• Shows accumulated share of Stock on Hand for products by percentage
• Shows week stock on hand
• At default, this dashboard shows the data for a 12 week period.
• Adjust the timeline to change time period between 1 to 12 weeks

 

Product Dashboard

This dashboard focuses on your products

This dashboard has two tabs

• Product-Store-SKU tab: See unit sales and sales $ for last week, with a variance from the same week last year, closing stock in units, share of losing stock by percentage, Closing stock variance to last year and week stock on hand, by product. Drill down on a product to see by store, frill down on a store to see by SKU
• Product-SKU-Store tab: Product-Store-SKU tab: See unit sales and sales $ for last week, with a variance from the same week last year, closing stock in units, share of losing stock by percentage, Closing stock variance to last year and week stock on hand, by product. Drill down on a product to see by by SKU, drill down on a SKY to dee by store

 

Keycode Dashboard

This dashboard focuses on your Keycodes

• Shows count of stores for each keycode
• Shows unit sales and sales $ for last week with a variance to same week last year
• Shows unit sales and sales $ for year to date with a variance to same period last year, by keycode
• Shows closing stock and variance to same time last year by keycode
• Shows week stock on hand by keycode
• Drill down on a keycode to see by product
• Drill down on a product to see by store

 

SKU Dashboard

This dashboard focuses on your SKU’s

This dashboard has 2 tabs.

• SKU Summary tab: Shows unit sales and sales $ for last week with a variance to same week last year, shows closing stock and variance to same time last, Shows week stock on hand, by SKU
• SKU – Drill down to store tab: Shows unit sales and sales $ for last week with a variance to same week last year, shows closing stock and variance to same time last, shows week stock on hand, by SKU, Drill down on SKU to see by store.

 

Color Dashboard

This dashboard focuses on color

This dashboard is only effective if color is updated in your Product Master

• Helps you compare how many products you have in each color to sales performance by color
• The $ summary presents the sales $ results for current week and year to date
• The variance to the current week if the current trend is on track
• ‘The variance to last year demonstrates where you are achieving $’s last year and how it compares to the current results
• A red arrow against a variance indicated it is trending down
• A green flag against a variance shows it’s one of the top 10 increases
• A red flag on weeks stock on hand shows the stock is less that the average weeks cover
• A green flag against $’s per unit indicates it’s one of the top 10 sales $ earners per unit sold

 

Size Dashboard

This dashboard focuses on size

This dashboard is only effective if size is updated in your Product Master

• Helps you compare how many products you have in each size to sales performance by size
• The $ summary presents the sales $ for last week, month to date and tear to date
• The variances demonstrate if each period trend to the year prior is changing
• The average $’s per units sold is calculated from the year to date results

 

Price Dashboard

This dashboard focuses on price

• Shows year to date unit sales by price point
• Shows count of active products by price
• Unit sales and sales $ for last week, with a variance to the same week last year, by price
• Sales and sales $ for month to date, with a variance to the same period last year, by price
• Sales and sales $ for year to date, with a variance to the same period last year, by price
• Average units per product
• Share of sales by price
• Share of sales units by price
• Share of stock by price

 

 

Store Dashboard

This dashboard focuses on your stores

• Ranks your stores by unit sales
• Shows unit sales and sales $ for last week, last 4 weeks, and year to date, by store
• Closing stock by store
• Sell through by store
• Drill down on a store to see by category, drill down on a category to see by product
• Use the Map tab to see stores on a map

 

Stores Weekly Average $

This dashboard focuses on your stores sale $ averages

• Ranks your stores by sales $
• Shows sales units and sales $ by week
• Shows sales units and sales $ by last 4 weeks
• Shows sales units and sales $ by year to date
• Shows average sales $ year to date
• Drill down on a store to see by category, drill down on a category to see by product

 

State Dashboard

This dashboard focuses on your results for each state

• Use the interior filters to filter by retailer and category
• Shows number of stores in each state
• See unit sales and sales $ for last week by state
• Shows average units per store
• Shows variance from sale week last year
• Drill down on a state to see by store
• Drill down on store to see by category
• Drill down on a category to see by product

 

Territory Dashboard

This dashboard is only effective if territory is updated in your Product Master

• Graph results in unit sales by territory
• Shows number of stores by territory
• Shows unit sales and sales $ for last week and year to date with variances to same time last year
• See average units per store
• See sales results with territory
• Drill down on a territory to see by store

 

Region Dashboard

This dashboard is only effective if region is updated in your Product Master

• Graph results in unit sales and sales $ by region
• Shows number of stores by region
• Shows unit sales and sales $ for last week and year to date with variances to same time last year
• See average units per store
• See sales results with region
• Drill down on a region to see by store

 

One Click Summaries:

Last week summary Dashboard (one click)

• See summaries for Sales, best sellers, stock, and opportunities

 

Year to date summary Dashboard (one click summaries)

• See year to date summaries by store sale and store inventory
• See year to date graphs by unit sales and sales $

 

Weekly Trend Dashboard (one click summaries)

• See 13 week trend for unit sales, sales $, Closing SOH, Closing SOH $, and average $/U
• Compare chosen measure to sales units

 

Avg Price Per Unit Comparison Dashboard

This dashboard highlights the average unit price per unit – and importantly, price changes where retail $ is available.

It compares the average unit price for the most recent week (LW), the last 4 weeks (L4W), and year-to-date (YTD).

In the category overview, the graph shows the top 5 categories based on sales $ from the most recent week (TW).

The Grid lists all categories, sorted from highest to lowest by week sales $. Click the category to drill down to product and retail-level data.

The Category tab helps you explore how the average price for your products varies across your business over different time periods.

Use the Retailer tab to compare average prices retailers.

To focus your analysis:

• Select a category using the Category
• Use the Product (advanced) filter at the top of the page to narrow down the products in your comparison.

 

Avg Price Per Unit Trend by Month Dashboard

View average price per unit trends over the last 12 months

• Net $ reflects actual Sales & provided by the retailer
• Gross $ is an estimate, calculated using the RRP (Recommended Retail Price) from the Product Master at the time of data loading – used when retailers don’t supply actual n$ results

Use the Retailer filter to see price trends by retailer

Use the Category filter to see price trends by category

Click into a month to see data by category for the month selected – click on category to see by product.

 

Retailer Dashboard (one click summaries)

• Compare last week to previous week by retailer
• Compare last week to same week last year by retailer
• See stock review for retailers

 

Category Dashboard (one click summaries)

• Compare last week to previous week by category
• Compare last week to same week last year by category
• See stock review for categories

 

Product Dashboard (one click summaries)

• Compare last week to previous week by product
• Compare last week to same week last year by product
• See stock review for product

 

Brand Dashboard (one click summaries)

• Compare last week to previous week by brand
• Compare last week to same week last year by brand
• See stock review for brand

 

Sub-Category Dashboard (one click summaries)

• Compare last week to previous week by sub-category
• Compare last week to same week last year by sub-category
• See stock review for sub-category

 

Keycode Dashboard (one click summaries)

• Compare last week to previous week by keycode
• Compare last week to same week last year by keycode
• See stock review for keycode

 

SKU Dashboard (one click summaries)

• Compare last week to previous week by SKU
• Compare last week to same week last year by SKU
• See stock review for SKU

 

Color Dashboard (one click summaries)

This dashboard is only effective if color is updated in your Product Master

• Compare last week to previous week by color
• Compare last week to same week last year by color
• See stock review for color

 

Size Dashboard (one click summaries)

This dashboard is only effective if size is updated in your Product Master

• Compare last week to previous week by size
• Compare last week to same week last year by size
• See stock review for size

 

Price Dashboard (one click summaries)

• Compare last week to previous week by price
• Compare last week to same week last year by price
• See stock review for price

 

State Dashboard (one click summaries)

• Compare last week to previous week by state
• Compare last week to same week last year by state
• See stock review for state

 

Store Dashboard (one click summaries)

• Compare last week to previous week by store
• Compare last week to same week last year by store
• See stock review for store

 

Territory Dashboard (one click summaries)

This dashboard is only effective if territory is updated in your Product Master

• Compare last week to previous week by territory
• Compare last week to same week last year by territory
• See stock review for territory

 

Region Dashboard (one click summaries)

This dashboard is only effective if region is updated in your Product Master

• Compare last week to previous week by region
• Compare last week to same week last year by region
• See stock review for region