UNFI sales tab overview

Your dashboard visualizations are separated into two tabs: sales and supply chain. The visualizations on the sales tab are there to help you see the bigger picture of your sales performance through UNFI. On this tab, Crisp will mostly provide you with sales, product share, and shipping information.

In this tutorial, you will learn about each visualization available through the UNFI dashboard on the sales tab. Quickly jump to a specific visualization by clicking the links below.

Product Sales
Sales Quantity Over Time
Total Sales, Products, Locations
Sales by State
Sales by City and Sales by Product
Product Share Over Time
Channel Share Over Time
Potential Voids
Comp Sales and Sales Quantity by Customer
Sales by Chain
Sales by Zip Code
Sales by Warehouse
Quantity Shipped by Warehouse
Sales by Customer by Product
Points of Distribution by Product
Points of Distribution Over Time

UNFI Sales Dashboard Visualizations

Product Sales

With the Product Sales 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 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 and Sales by Product

These sortable tables can help you spot top-performing cities and products, which can aid in making decisions on product placement, as well as geo-targeting.

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).

Potential Voids

This table displays your first and second-most recent sales orders by customers. Click the date headers to sort the table and see where you may be at risk of losing presence.

Sales by Chain

This table surfaces sales by chain in dollars and units, allowing you to view which chains are underperforming or not selling anymore.

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 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.

Quantity Shipped by Warehouse

Hover over a bar for more insights and click to cross-filter the sales tab by that warehouse.

Sales by Customer by Product

This comprehensive table displays both sales and shipping information by customer. Sort the table by clicking the column names.

Points of Distribution by Product

This table displays how many stores your products are sold in in a given time period, helping you see at a glance the breadth of your product distribution.

Points of Distribution Over Time

Calculated by how many stores each product is in (e.g. 5 products in 1,000 stores is 5,000 points of distribution), this graph measures distribution gains and losses. When looking week-over-week at each product, you can get a sense if distribution is increasing or decreasing over time.

By clicking on an individual bar in the graph, the dashboard will be filtered by that date and product. This makes it easy to then see how many cases were shipped during that week for that product. Just scroll up to the first few visuals and you'll see that the quantity shipped visual has updated.