Automated Excel reports
The reports you need, in your inbox, on schedule.
Not every question needs a dashboard. Some need the same report on the same day, every time. We build them once, then they arrive by email as Excel files on a fixed schedule, per retailer channel, ready to sort, filter and forward.
Out-of-stock report
Every store and product that is out of stock or running low, ranked by the sales it is costing, so the team starts where it hurts most.
- Zero stock and low cover by store
- Estimated sales lost
- Whether the line is ranged in that store
Excel, by email
Phantom stock report
Lines where the retailer's system shows stock but nothing has sold in a long time. The stock is probably not on the shelf, and while the system thinks it is there, the store will not reorder.
- Stock on hand with no recent sales
- When the line last sold
- Stores to count first
Excel, by email
Numerical distribution
In how many of each retailer's stores every product is actually selling, against how many it should be in. Shows where ranging is not carried out, and where distribution is growing or shrinking.
- Selling stores against ranged stores
- Change on last month
- Gaps by region and store
Excel, by email
Article master report
The retailer's own product records checked against yours. Catches lines that are blocked, delisted or set up wrong before they stop orders.
- Article codes and barcodes matched
- Status changes
- Lines missing or set up wrong
Excel, by email
Automation pays
Seven hires that never had to happen.
If someone rebuilds the same report every Monday, that is a job for a machine. One client has avoided hiring seven people by automating the Excel work instead.
The questions it answers.
- Which stores were out of stock last week, and what did it cost?
- Where does the retailer's system show stock that is not really there?
- In how many stores is each product actually selling?
- Are our products set up correctly in every retailer's system?
On schedule. Weekly, fortnightly or monthly, sent without anyone having to remember.
Per channel. One report for each retailer channel, so each account manager gets only theirs.
Plain Excel. No login and nothing to install. Open it anywhere, sort it, filter it, forward it.
Built once. Set up around how you work, then it simply keeps arriving.