Our proven templates can help clients avoid the time and money of “reinventing the wheel” while taking advantage of proven solutions with advanced KPIs and metric tools already built-in. We manage all the underlying AI, technology, security, user licensing and data prep routines so that our clients can focus their resources on driving their businesses.
FINANCIAL ANALYSIS
Metrics and measures include:
- P&L and factor analysis
- Cashflow, balance analysis, working capital
- Liquidity and stability analysis
- Multi-entity, multi-org and department segmentation
- YoY/YTD/MoM/MTD/Daily views
- Multi-language and currency
CUSTOMER CHURN/RETENTION
Metrics and measures include:
- Customer pattern analysis
- Customer behavior prediction
- Retention analysis using survival curves
- Customer risk calculations
- Customer retention / attrition timing
SALES ANALYSIS
Metrics and measures include:
- Volume by product/customer
- Volume by brand/sub-brand/items
- Customer/channel views
- Order count/Avg. order volume
- YoY/YTD/MoM/MTD/Daily views
- Geography views (US & Global)
PROFITABILITY ANALYSIS
Metrics and measures include:
- Gross Revenue/Gross Margin
- COGS (item level)
- Profitability by Customer
- Profitability by Product
- Profitability by Sales Rep
- Quad Matrix analysis by Product
- Quad Matrix analysis by Customer
INVENTORY ANALYSIS
Metrics and measures include:
- Volume of product/SKU on-hand
- Avg. weeks supply on hand
- On hand value/vol. by warehouse
- Aging and forecast by product
- Threshold alerting for on-hand quantity
- Views by brand/family/item
PRODUCT PROMOTION ANALYSIS
Metrics and measures include:
- Unit/sales/lift by period
- Pre/post period analysis
- MSRP and price to consumer
- Trade allowances
- Retailer margin
- Distributor margin
- Variable costs (% of GR)
- Impact by event/post event/annual
PROSPECTS AND CONTACTS (SOURCING AND ANALYSIS)
Metrics and measures include:
- Data sourcing for contacts
- Profiling and segmentations
- Global, state, zip code views
- Export functions to spreadsheets
- Integration with CRM tools
- Integration with campaign platforms
MARKET DEMOGRAPHICS (SOURCING AND ANALYSIS)
Metrics and measures include:
- Data sourcing for market intel
- Blends multiple data sets
- Blends client data with market data
- Global/state/zip code views
- Export functions to spreadsheets
- Integration with CRM tools
- Integration with campaign platforms
RETAIL POINT OF SALE ANALYSIS
Metrics and measures include:
- Retail chain sales volume views
- Active stores by sales thresholds
- YTD/YoY/WoW trend analysis
- Geocoded store location performance
- Daily % change (units/sales)
- Views by chain/brand/family/item
PRODUCT RETURNS ANALYSIS
Metrics and measures include:
- Pending/Approved return authorizations
- Credit amounts by customer/distribution center
- Return authorization aging
- Threshold alerting by returns aging
- Threshold alerting by returns amount
- Variance on approved vs. applied credits
VENDOR SCORECARDS
Metrics and measures include:
- Vendor ID / weighted score / rank
- Service level (% and score)
- Lead time 1stgeneration (% and score)
- Payment terms
- Inventory turns
- Stock GMROI
- Product margin / co-op
- Returns
