The detailed vendor dashboard provides valuable insights into the sales and inventory performance of a specific vendor, allowing you to analyze their contribution to your overall business. This guide will walk you through the steps to access and navigate the detailed vendor dashboard, highlighting the key reports and metrics available for analysis. By reviewing the last 30 days sales trend, sales metrics, top sales products, and inventory insights, you can make informed decisions and optimize your vendor relationships. Let's get started!

Step 1: Accessing the Sales Overview by Vendor Report

Log in to your Assisty account.
Navigate to the Report Library section.
Look for the "Sales Performance" category or use the search function to find the Sales Overview by Vendor report.
Click on the report to open it.

Step 2: Exploring the Sales Overview by Vendor Report

Once the report is opened, you will see a list of vendors and their corresponding sales metrics.
Click on the name of the vendor for which you want to view the detailed dashboard.

Step 3: Accessing the Detailed Vendor Dashboard

In the sales overview report, click on the name of the vendor to access the interactive menu.
From the menu, click on the link "View Detailed Vendor Dashboard" to open the detailed dashboard specific to that vendor.

Step 4: Navigating the Detailed Vendor Dashboard

The detailed vendor dashboard provides a comprehensive view of the vendor's sales and inventory performance. Here are the key reports and metrics available:

Last 30 Days Sales Trend
Visual representation of the vendor's sales trends over the past 30 days, providing insights into their recent performance.

Sales Metrics
Key sales metrics for the vendor, such as total sales, units sold, average order value, and profit margin percentage.

Top Sales Products
Overview of the vendor's top-selling products, allowing you to identify their best-performing items.

High Inventory Products
Identification of products from the vendor with high inventory levels, helping you manage and optimize stock levels.

5. High Sales but Low Inventory Variants
Analysis of product variants with high sales but low inventory from the vendor, highlighting potential inventory management opportunities.

Low Sales but High Inventory Variants
Analysis of product variants with low sales but high inventory from the vendor, enabling you to address slow-moving or overstocked items.

Step 5: Analyzing and Utilizing the Dashboard

Review the metrics and insights provided in each section of the detailed vendor dashboard to understand the vendor's sales and inventory performance.
Identify trends, patterns, and opportunities for growth based on the sales trend, top-selling products, and inventory insights.
Utilize the information to make data-driven decisions, such as optimizing your product assortment, negotiating vendor contracts, or identifying areas for improvement.
Leverage the interactive features of the dashboard, such as filtering or drilling down into specific metrics or products, to further analyze and explore the vendor's performance.
Use the insights gained from the detailed vendor dashboard to build stronger partnerships, improve profitability, and drive overall business growth.

Conclusion

The detailed vendor dashboard in Assisty provides a comprehensive view of a specific vendor's sales and inventory performance, allowing you to analyze their contribution to your business. By following the steps outlined in this guide, you can easily access and navigate the detailed vendor dashboard, review key sales and inventory metrics, and make informed decisions based on the insights gained. Use the detailed vendor dashboard to optimize your vendor relationships, identify growth opportunities, and drive success in your business.

Updated on: 19/07/2023