— • — Salesmen • — Customers • — Items
Enterprise customer intelligence — obeys every global filter (date, branch, region, manager, NSM, salesman, customer, channel, category).
Geographic sales coverage — obeys every global filter (date, branch, region, manager, salesman, customer, channel, NSM, category). ● purchased in period · ● zero invoices.
Get a complete 360° view of any salesman, product, or month. Click a card below to start your analysis — full data, no filters applied.
Complete performance breakdown for each sales representative — monthly trends, customer portfolio, SKU mix, and KPIs.
Search any customer by Name or Account. See first/last purchase, days idle, full SKU breakdown, monthly trend, and full transaction history.
Search any invoice number to view a clean, print-ready invoice with header, line items, and totals. Free goods are highlighted.
Pick any item category and filter by NSM, Supervisor, Salesman & Date. See SKU breakdown, top customers, top salesmen, and monthly trend.
Full product analysis — see which salesmen drive each SKU, top buying customers, and channel mix at a glance.
Drill into any specific month — daily sales pattern, top performers, regional and channel breakdown with MoM comparison.
Identify and recover customers who haven't ordered recently. Reference date: —
Smart customer segmentation based on Recency, Frequency, and Monetary value. Click any segment for tailored strategies.
Number of customers in each channel for each branch. Excluded cells = covered by 3rd party distributors. Click any cell for details.
Daily invoices and sales for each Salesman, Supervisor, or NSM. Click any cell for details. Each cell shows invoices count + sales amount.
Universe = customers in branch who buy from same category. Coverage % shows how well distributed the SKU is. Low % in active branches = opportunity!
Pre-configured promotions ready to run. Click View Report to see qualifying salesmen, customers, and total compensation owed to agent.
Track returns by salesman, branch, customer, and SKU. Identify high-return patterns to take corrective action.
Roshen × Relia trade-spend activities — cost split, uplift & ROI, and the three-stage approval workflow. Native Dashboard module.