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DIY Analytics – Widgets

About

Widgets in DIY dashboard comes with internal configurations to change data types, chart types, roles to fetch data for, drill down to get into deeper information on widget component as well as fetch data in CSV format as well as download image for the chart information on widgets. Currently, dashboard supports 20+ widgets relating to multiple workflows supported in Bizom.

Configurations on Widgets

User will be able to make changes in widgets on the go to accommodate these on widgets :-

Data Change

  • Aggregation – User will be able to view data on different aggregations eg- Sum, Count, Average, Min and Max based on the widget support. Eg- View my top salesman on an average data of order amount or view my top salesman on sum of order amount.
  • Data set change– User will be able to change dataset to view different data on the same dimension. EG- Top salesman on basis of Orders can also be viewed as Top salesman on basis of Payments.
  • Roles– For respective widgets, roles can be defined to see data for(5,7,8- Salesman dominant role) . EG- Team Efficiency on the widget can be calculated according to roles 5,7,8 either single or multiple.

Chart Type

  • User can change the chart type of the widget on the basis of data dimensions(1D,2D,3D) for a widget.
  • Combo Charts will be specific for widgets

Drill Down

  • Specific widgets will support drill down support to them. The drill down data will be available as in place drill down to last level as well as raw data giving the result on chart data.

Widgets

WidgetDescriptionData ConfigurationFiltersDrill Down
Sales ReturnsThe widget helps in look at sales return data for SKUs based on the quantity returned for each SKU. Secondary Sales Returns(With/Without Invoice), Primary Sales Returns(With/Without Invoice)
Aggregators :- Sum,Count,Average,Min,Max
on basis of:
1) organization hierarchy(outlet)

+ date range
Outlet InformationBreak down your total active outlets universe into outlets which are not visited,not assigned and not ordered by any user.on basis of:
1) organization hierarchy(areas)


+ date range



Show drill down as table for name of outlets under the three pies on clicking them.
Top SalesmanGet data of top 5  salesman achieving max order qty and amount .Secondary order and amount, Payments,Collections, Primary order(stock at warehouse)
Aggregators :- Sum,Count,Average,Min,Max
on basis of:
1) User hierarchy

+ date range


SchemesGet details on Schemes running for the selected date range with the breakup on scheme name, uptake and application on how much quantity of SKUPayments, Orders
Aggregators :- Count
on basis of:
1) organization hierarchy(warehouses)

+ date range


Drill down as table on orders(order id and SKUs under it with qty ) the scheme has been applied on
Poorest order performance outletShows 10 outlets with least order amounts on map to locate the areas they come in.Payments(sale), Order
Aggregators :- Sum,Count,Average
on basis of:
1) organization hierarchy(warehouse)
+ date range


Total order statusBreak up of secondary orders divided by order states :-
Taken, fulfilled, pending, rejected
Sales State
Aggregators :- Sum,Count,Average
on basis of:
1) User hierarchy

+ date range


Table showing order id, SKUs, order amount under the order status pie
Van SalesShow information on how much loadout and loadin quantity have been done by user.Aggregators :- Sum,Count,Averageon basis of:1) User Hierarchy
+ Date Range
ClaimsProvides detail on claims filled by a user with additional information on approved by, claim type, claim date, approved amount and status against each claimon basis of:1)User Hierarchy

+Date Range
Primary / Secondary ordersShows Order amount, quantity ordered in total orders, order count.Primary/secondary payments
Sum,Count,Average
on basis of:1) Organization Hierarchy(warehouse)

+Date Range
CollectionsProvides collection details against a user with additional details on payments done by the user, balance against the payment and user.Aggregators :- Sum,Count,Average
on basis of:1) User Hierarchy

+Date Range
Stock availabilityShows total SKU stock available at DistributorAggregators :- Sum,Count,Averageon basis of:1) organization hierarchy(distributors/warehouses)



Least performing SKUsShows least performing SKUs in a list with order count and order amountPayments
Aggregators :- Sum,Count,Average
on basis of:
1) Organization hierarchy(outlet)

+Date Range



Beat wise orderReflects which beat has given how much order amount.Payments, Order qty Aggregators :- Sum,Count,Averageon basis of:
1)User Hierarchy
+date range
In place drill down from beat to outlets under the beat. On click of any outlet, open in table to show outlet name, order id, user.name, order amount
Focus SKU performanceShows focus SKU for the company with units and cases ordered for the SKUSPayments
Aggregators :- Sum,Average
on basis of:
1)Org Hierarchy (warehouse)

+date range
Employee PerformanceShows information on username, total new calls and productive calls made by the user .Aggregators :- Counton basis of:
1) user hierarchy

+date range
Average Time DataShows username and following parameters associated with the user :-
No. of attendance days , avg time of first call time, avg last call time, avg time spent in market

Dependent on Role ID s = 5,7,8on basis of:
1)user hierarchy

+date range
Team EfficiencyDivide the entire workforce into 4 parameters:-
PJP adherence% High & Time in Market High– Goodfellas

PJP adherence% High & Time in Market Low – Underworked

PJP adherence% Low& Time in Market High – Hard Workers

PJP adherence% Low & Time in Market Low – Slackers


Time in Market- 2-9 hours with difference of .5
PJP Adherence- 20-100% with difference of 5 %
Dependent on Role ID s = 5,7,8
on basis of:
1) User Hierarchy

+Date Range
On click of any of the 4 parameters in the widget, it should show a list of salesman with average time in market and PJP adherence as a table
User Wise Targets and AchievementsTargets and achievements related to Salesman(SKU)Dependent on Role ID s = 5,7,8on basis of:1) User Hierarchy

+Date Range
Asset Information for OutletsList of assets with no. outlets it has been assigned to and drill down to names of assets with numberon basis of:
1)Org Hierarchy (outlets)

+date range
Outlets with asset name and qty of asset assigned to outlet–> outlet name, asset a- 5
Asset AuditsNo. of time audits are done on assets with username performing the audits. Aggregators :- Count,Averageon basis of:
1)Org Hierarchy (outlets)

+date range
Beat Jump ReasonUser should be able to view beat jump reasons with drill down to no. of beats jumped for the selected reason.



on basis of:
1)User Hierarchy

+date range
Drill down to beats Name under the reasons (table)
Trend AnalysisOrder count and amount trend for  6 monthsPaymenton basis of:
1)Org Hierarchy (till outlets)

+date range
Today’s AttendanceShow total active users, present users, absent users, status of users for the current day(as configured by company)on basis of:
1) Organization hierarchy(areas)

+date range
Drill down of pie chart to show table with user.name, dates, present type or absent type if any associated on each of the categories
Time spent on beatsBy default logged in user should be able to see the total time spent on beats.on basis of:
1) User Hierarchy

+Date Range


Drill down to average time spent on outlets for the beat selected- in place drill down

Nisha is a writer and editor with over two decades of experience writing for new and old media. She believes there’s too much content out there and solemnly promises only to publish content that adds value to the conversation.

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