Crisp's business health dashboards provide the essential analytics for running a great food brand. This article focuses on the UNFI sales dashboard and its three sections: "Overview," or what's going on with your sales; "Drivers," or the events contributing to your sales; "Details," or granular information you can act on to improve your sales. This Dashboard is largely powered by the Vendor Sales Customer Details Weekly report and uses "Total Sales," which differs from the wholesale price.
In this tutorial, you will learn about each visualization available. Quickly jump to a specific visualization by clicking the links below.
Sales Dollars Over Time
Sales Quantity Over Time
Total Sales, Products, Locations
Sales by Product
Sales by State
Sales by City
Sales by Zip Code
Sales by Channel, Chain
Sales by Warehouse
Product Share Over Time
Channel Share Over Time
Sales Details
Overview
Sales Dollars Over Time
With the Sales Dollars Over Time visualization, you can analyze promotions after they've happened, as well as recognize cyclical and seasonal patterns. Along with adding filters to hone in on specific products or time periods, you can also hover over data points in this graph for more information.
Sales Quantity Over Time
Much like the Product Sales visualization, the Sales Quantity Over Time graph can be used to both track and display patterns and growth, showing sales in units shipped.
Total Sales, Products, Locations
At a first glance, these tiles offer sales summaries and provide high-level information about your sales performance and patterns. Once you've started enabling filters, these tiles add even more context, displaying exact counts in dollars, units, products, and locations.
Sales by Product
This sortable table shows your top-performing products and changes based on your selected filters.
Sales Drivers
Sales by State
This regional heat map allows you to quickly observe regions where product popularity is high versus regions that are underperforming. Hover over a state to see sales dollars and sales quantity. States can also drilled into by zip code by right-clicking, enabling you and your marketing team to make more strategic decisions regarding SEO and distribution.
Sales by City
These sortable table can help you spot top-performing cities, which can aid in making decisions on product placement, as well as geo-targeting.
Sales by Zip Code
Hover over the colored portions of this heat map to see granular insights into specific areas. Useful for geo-targeting and tracking demo and promotional success, you can also click to apply that zip code as a cross-filter.
Sales by Channel, Chain
These tables surface sales in dollars and units, allowing you to view which channels and chains are underperforming or not selling anymore.
Sales by Warehouse
See from which warehouses sales are originating from, helping you better focus on where distribution sales have been strong and where it's been weaker. If coupled with units on hand information, you can quickly tell who's been over-ordering or not.
Product Share Over Time
This graph assists in seeing how product share expands or shrinks over time. By comparing share over time, you can better track how new products have performed or how seasonality affects your portfolio mix.
Channel Share Over Time
Similar to the above tile, this graph displays channel share information, allowing you to see through which channels you've been selling the most (or least).
Sales Details
The Sales Details table offers granular information down to the customer level and includes your most recent sales period week. Click on a cell to filter the dashboard.
