Customer Briefing Book Now Available!
We’ve deployed another report: the Customer Briefing Book (CBB). This report is located in the Reports Executive Folder and available to anyone who has access to that folder.
The CBB starts with a summary page that highlights the top and bottom overall customers, top stock customers, and the largest contributors to agency commissions.
The detail reports in the CBB have a customer focus and show:
- Order trend by end use – see job and stock by customer as well as the stock trend over 2 different time frames; understand the job/ stock balance of each customer
- Orders by DSP order size – see order dollars by customer for 4 different order size buckets; identify customers with greater profit potential
- Unique item count for stock orders – see how many unique stock CI codes each customer is ordering; understand the ‘health’ of the stock business
- Commissions by end use for entered orders – see each customers impact on commissions earned and the profitability of each customer
- Customer contribution to agency commissions
New term: The CBB uses the term ‘points’. Points is used when comparing percentages and indicates the difference between two percentages. For example, if last year’s overall commission percent was 10% and this years over commission percent is 12% that is a gain of 2 points.