Orchestro User Group_11.13.13_Insights and Sense Application

Transcript

1. Insights and Sense Application Content November 2013 | Intended Use Only | 1 November 13, 2013
2. Orchestro Overview | Intended Use Only | 2 November 13, 2013 Automated Aggregation Adaptive Analytics Actionable Applications DSR Harmonizer Maestro Science Engine Insights, Senses Reporting
3. Insights Content The following content is delivered as a part of Orchestro Insights. | Intended Use Only | 3 November 13, 2013
4. Insights | Intended Use Only | 4 November 13, 2013 • Intuitive dashboards /reporting/ visualization that helps improve performance by taking the focus away from aggregating and reporting, and allowing demand driven decisions to be made faster and better. • Value Proposition: • To the end user • Enhanced Productivity – Use your time for more meaningful tasks. • Fast Adoption • Brings demand data to life with • Visualization • Analytics • Ease of use • Use across functions and departments • Local and globally • Helps establish best practices and common industry practices • Helps standardize reporting • Strengthens relationships with retail partners
5. Content Built For | Intended Use Only | 5 November 13, 2013 Insights Users • Sales • Category Managers • Supply Chain Insights Topics: • Supply • Sales • Category • New Product • Promotions • Price • Channel
6. Trend (YTD and Rolling) | Intended Use Only | 6 November 13, 2013 Functionality: Provides weekly trend data (YTD or Rolling) on various selectable metrics. Users can compare two metrics at a time. For Sales Teams (inclusive of VP/Director of Sales): Compare metrics to do with sales, volume, velocity and price. For Category Managers: Selecting category or manufacturer and comparing brands in the prompt. For Supply Chain Managers: Supply Chain insights on inventory, in stock and days of supply. Insights on: • Sales • Category • Price • Promotion • Supply Chain Identify spikes and troughs over the year in comparison to the previous year. Prepare for upcoming variations based on historical data.
7. New Item Tracker | Intended Use Only | 7 November 13, 2013 Functionality: User can select one or more new items to track its progress over a period of time. Hyperlink drill down for store level details. For Field Sales Rep (and Sales Teams): Helps field reps understand how a particular product is performing at a store level. For Supply Chain: Used by supply chain managers to understand inventory in the distribution channel and store level. For Category Manager: When interacting with buyers, category managers can show how a particular item is performing. Insights on: • Sales • Supply Chain • New Products • Price Visually identify distribution achieved, inventory build and sales performance over critical launch period.
8. Sales Summary, Drivers and Performance Chart | Intended Use Only | 8 November 13, 2013 Functionality: • View an entire sales summary report • A report that focusses on sales drivers (Price, Velocity, Distribution) • visual report in the form of a tree map. For Sales: Prompts allow users to drill down to levels they require, and hence is dynamic for sales teams (country level, district level, store level, etc.) For Category Managers: Category managers will find this very useful as they can view the tree map and data by category, brand and segment. Insights on: • Sales • Category • Price Identify contributors to growth or drag in brand or category, and opportunities to identify items that are future stars.
9. Sales Share | Intended Use Only | 9 November 13, 2013 Functionality: Tabular report that POS sales and volume for the last week and last 4 weeks and compared to last year. User can see how a product contributes as a % of total. For Sales: Sales will be the primary benefactor of this report, but it can also be viewed by category/manufacturer for category managers (secondary users). Insights on: • Sales • Category Fine-tune assortment based on insights on product or segment contribution as a % of total.
10. Supply Chain Summary | Intended Use Only | 10 November 13, 2013 Functionality: Tabular high level information on supply chain related metrics to identify trends compared to YAGO. For Supply Chain Managers: Provides information on cost of inventory, DOS, Must Arrive By Date, In stock, etc. Insights on: • Supply Chain Identify and solve replenishment issues at an aggregate or individual product level.
11. Top / Bottom Items | Intended Use Only | 11 November 13, 2013 Functionality: Robust report that can generate a top and bottom N of items by a selectable metric (POS Sales, Qty, etc.). For Sales: Can view top performing brands and products by sales and volume. For Category: Can view top performing brands within a category and sub-category by sales and volume. Insights on: • Sales • Category Improve performance on worst selling items by geography or market. Identify and support best performing items.
12. Top / Bottom Stores | Intended Use Only | 12 November 13, 2013 Functionality: Robust report displaying top/bottom N stores by item type. For Sales: Can be used by sales identify best stores by POS sales and Qty. For Category Managers: Can be used to identify best stores for a given category or manufacturer. Insights on: • Sales • Category Organically improve performance by focusing on worst performing stores.
13. Daily Trend | Intended Use Only | 13 November 13, 2013 Functionality: Visual report with 2 Year Daily Trend line and 30 day Moving Average based on a particular metric (POS, inventory, etc.) and a set of indexes. For Sales: Can use indices to identify seasonality/trends in days of week, month and day of month. For Category Managers: Can be used to identify best stores for a given category or manufacturer. For Supply Chain Managers: Can be used to replenish stock to meet seasonal trend demand. Insights on: • Sales • Category • Supply Chain Capitalize on seasonal trends for product segment or item to improve replenishment, promotions, etc.
14. Cross Retailer Share | Intended Use Only | 14 November 13, 2013 Functionality: Chart provides item performance broken down by retailer as a % of total. Also provides tabular view of retailer performance, broken down by items. For Sales: Can identify untapped opportunities to increase revenue across retailers. For Category Managers: Can be used to identify best performing retailers for a given category, while also giving insight into assortment. For Senior Management: Gives a holistic, simple view of sales across retailers, so that decisions can be made on where support is needed. Insights on: • Sales • Category • Channel Identify optimal retailer-product assortment to drive increased revenue through several channels.
15. Store Rank | Intended Use Only | 15 November 13, 2013 Functionality: The report provides store-item level average weekly sales compared to prior year and store rank for the item at a city, state and country level. A graph provides POS Sales v/s last year. For Field Sales: Can identify which stores are performing well and which aren’t for a particular item or a group of items. Helps field reps with hard facts that a store is underperforming in its geography and why. Insights on: • Sales • Category • Channel Identify underperforming stores by geography to facilitate dialogues on root cause.
16. Sense Application Content The following content is delivered as a part of Orchestro ShelfSense. | Intended Use Only | 16 November 13, 2013
17. Off Shelf Event Details: Overview | Intended Use Only | 17 November 13, 2013 Functionality: Interactive dashboard providing high level information on off-shelf events, broken down by region and store, and top 10 items and stores with alerts. For Sales: Identify which regions, and subsequently, which stores are generating most alerts and lost dollars. For Category: Identify which items are most off-shelf across categories, and which region/store your category is off-shelf. For Management: Can view company wide Off- Shelf statistics (lost $, resolved alerts, current open alerts). Gain insights on off-shelf alert status at a high level. Pin point troubled items and stores by alerts and lost dollars due to off-shelf.
18. Off Shelf Event Details: Breakdown | Intended Use Only | 18 November 13, 2013 Functionality: Interactive dashboard provides break up of OSA Alerts, resolutions and unresolved alerts by brand or category. Clicking on a brand will drill into details of how the brand performed over months and weeks, to identify which time periods generated higher alerts or lost dollars. For Sales: Flexibility allows filtering down to state of interest to view alert performance by brand. For Category: Details on how a category or brand performs across time. Helps zero in on worst performers. Identify how a category or brand generates and reacts to off-shelf alerts. Additionally, identify spikes in alerts and dollars lost over time.
19. Isolate the key reason behind lost dollars for an item. Are you taking too long to identify an alert, or too long to resolve it once alerted? Event Details: Timeline | Intended Use Only | 19 November 13, 2013 Functionality: Besides providing a detailed category scorecard, the dashboard allows the user to discover the real reason behind the dollars lost for a brand or category. The graphs split an event down to two time periods(before and after alert), to help knead out the pain points. For Sales: If it takes longer to resolve an event, a sales rep can help pressure stores to restock their shelves faster to prevent future lost dollars. For Category: Can identify areas of concern within a category and details as to why? For Management: If it is taking too long to identify an off-shelf alert, managers can tweak their program to improve the chances of catching alerts and save lost dollars.
20. Event Trends: 2-year Indices | Intended Use Only | 20 November 13, 2013 Functionality: Dashboard provides Month of Year, Day of Month and Day of Week Indices. Indices indicate which day or month alerts above the average. For Sales: Understanding seasonality of Off- Shelf events helps plan better for promotions, sales, etc. For Supply Chain: Seasonality will help identify ideal windows for replenishment, stocking, etc. Identify seasonality in alerts to hone in on when products stop selling, when they are alerted, and when they are resolved.
21. Event Trends: YTD Trends | Intended Use Only | 21 November 13, 2013 Functionality: Dashboard provides high level information on lost sales as % to total and trend lines to identify year- to-date performance compared to the previous year. For Sales: Prepare for upcoming variations in Alerts by managing promotions, sales and events appropriately. For Supply Chain: Adjust supply, replenishment and stocks based on seasonality and variations, to prevent lost sales. Identify spikes and troughs in comparison to the previous year. Understand if the Shelf Sense program is doing better or worse, and prepare for upcoming variations.