Analytics 360

Analyze sales data from every angle. Slice by customer, brand, product, warehouse, or time period to understand performance trends.

Accessing Analytics

Analytics 360 is available in several places:

• Customer Profile > Analytics 360 — Sales for a specific customer
• Branch Profile > Analytics 360 — Sales for a specific branch
• Hub > Sales Analytics — All sales across your organization

The interface is the same everywhere—only the data scope changes.

Metrics

Choose what to measure using the metric selector at the top of the page.

The selected metric affects all columns, totals, and calculations throughout the analysis.

Views

Switch between different analysis perspectives using the view selector.

Standard Views

Manufacturer Views

Manufacturers have additional views for analyzing their dealer network:

Each view shows:

• Ranking — Top performers in that category
• Sales totals — Revenue for current and comparison periods
• Trend — Growth or decline vs comparison period
• Distribution — Share of total sales

Date Range

Control the analysis period using the month range picker.

Selecting Months

1. Click the date range field to open the month picker
2. Click a starting month
3. Click an ending month — all months in between are automatically selected
4. Click Confirm to apply the range

The display shows your selection as "Jan, 2024 ~ Jun, 2024".

Comparison Period

The system automatically compares against the same months in the previous year. For example, selecting January through March 2024 compares against January through March 2023.

This shows year-over-year trends in the variation columns.

Filtering

Narrow your analysis using filters. Click the filter icon to reveal filter options.

Available Filters

Depending on the view, you can filter by:

• Customer — Specific customer accounts
• ZIP Code — Geographic area
• Operator — Sales representative who handled orders
• Discount Code — Promotional codes used
• Channel — Sales channel (phone, email, etc.)
• Brand — Product brands
• Brand Family — Brand groupings
• Warehouse — Fulfillment location
• Team — Filter by sales team

Applying Filters

1. Click the filter icon
2. Select filter criteria
3. Click Search to apply

Active filters appear as breadcrumbs above the data. Click the × on any filter to remove it.

Customer Groups

Group customers by categories to see aggregated performance at a higher level.

Using Customer Groups

1. Click Group By in the toolbar or breadcrumbs area
2. Select a category type (industry, region, size, etc.)
3. The table shows each group as a row with combined totals
4. Click a group to drill into its individual customers

Two-Level Grouping

Categories can have two levels. When you group by a parent category, you can drill down to see subcategories before reaching individual customers.

Sales Filters

Sales Filters let you create custom groupings to categorize and segment your sales data. Unlike standard filters that narrow results, sales filters reorganize data into meaningful business categories.

What is a Sales Filter?

A sales filter is a named categorization scheme you define. For example:

Each filter contains named groups, and each group contains specific values to match.

Using Sales Filters in Analytics

1. Click Sales Filters in the toolbar
2. Select a sales filter from the dropdown
3. The table shows one row per group with aggregated totals
4. An "Unclassified" row appears for items not matching any group
5. Click a group to drill into its underlying data

Creating Sales Filters

Sales filters are created in Settings > Sales Filters:

1. Give the filter a name
2. Choose the column to categorize by (brand, operator, channel, ZIP, etc.)
3. Add groups with meaningful names
4. Assign values to each group

Layering Multiple Filters

You can apply multiple sales filters in sequence. After drilling into one group, select another filter to further segment that data.

Drilling Down

Click any row to drill deeper into that segment.

Example Drill-Down Path

1. Start with Customers view
2. Click a customer → See their sales by brand
3. Click a brand → See individual products
4. Click a product → See order details

Each level shows more granular data while maintaining context.

Breadcrumbs

As you drill down, breadcrumbs show your path:

Customers > Acme Corp > AutoParts Brand > Brake Pads

Click any breadcrumb to jump back to that level.

Understanding Columns

Show/Hide Monthly Breakdown

Toggle Show Months to expand or collapse monthly columns within your date range.

• Collapsed — Shows only period totals (cleaner view)
• Expanded — Shows each month as a separate column (detailed trend analysis)

Data Columns

Relative Margin

Toggle Show Relative Margin to add a margin percentage column. This shows margin as a percentage of net sales, helping identify which products or customers are most profitable relative to their revenue.

Forecast Columns

When viewing the current period, forecast columns project future performance:

Forecasts help you track whether you're on pace to meet goals.

Footer Totals

The footer row at the bottom of the table shows aggregated totals for all visible data:

• Sum of current period sales
• Sum of prior period sales
• Overall variation percentage
• Total year-to-date

These totals update when you filter or drill down, always reflecting the current view.

Sorting

Click any column header to sort by that metric. Click again to reverse the order. The sort indicator shows which column is active and the direction.

Exporting

Export your analysis for reporting or further analysis.

Export Options

Click the actions menu to access:

• Export Current View — Download what you're seeing
• Export All Data — Full dataset for the selected period

Formats

Exports are available in:

• Excel (.xlsx)
• CSV

The export includes all visible columns plus the applied filters.

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