Power BI Updates: August 2023
This update is packed with new features and fixes, we hope you enjoy them. Please feel free to contact us if you have any questions.
New Reports
Comp Sales With Profit
Compare profit margin changes alongside sales dollars, quantity, and tonnage.
Available from your dashboard now!
Sales Rep Toolkit
Provide real-time insights to your sales reps in the field from a mobile device or tablet without sensitive information. (Available upon request)
Comp Sales
Review Orders, Invoices, Returns
Price Lists
Par Card with Promotion History
Warehouse Inventory
New Features
Comp Sales Reports
True Comparison
A selector has been added to the Comp Sales Reports called “True Comparison”. This will automatically filter the customers, items or customers & items that are not present in both of the selected date ranges (P1 & P2).
This feature allows you to get a more accurate comparison without manually filtering the customers or items in the filter pane.
Comps By Customer
This new page shows Sales, Tonnage, or Profit (in Comp Sales With Profit) by Chain & Customer for a single date range. You can drilldown to show the values by Year, Period (month), or Week.
Weekly Comp
Sales & Tonnage This Year vs. Sales & Tonnage Last Year. Summarized by period (month) and week.
Arrow icons show if you’re up or down compared to last year.
Profit Report
Weekly View
New page provides a quick view of sales, tonnage, cost, profit and margin by year and week.
Available in the Profit Report NOW!
Miscellaneous
All reports have been optimized to load faster. As a result, there is an “Apply” button in the filter pane. Use this button after making selections in the filters to update the report content.