Users who have purchased the Power BI outbound connector have the option to download templates created by Crisp to assist them in reading and manipulating their data outside of our platform. The Crisp UNFI template for Power BI includes a dashboard and two reports (sales and supply).

Some visualizations and tabs may only be available to those subscribed to UNFI ClearVue. What follows are general descriptions of every dashboard tile and report in the Crisp UNFI template. 

UNFI Dashboard Overview

Most similar to Crisp's "Business Dashboards," this dashboard shows an array of figures and visualizations helping you analyze your performance with UNFI. Quickly jump to a specific visualization by clicking the links below.

Current Week Sales vs Last Year
Sales Year to Date vs Last Year
Sales by Week
Sales Year to Date
Most Current Week
New Stores, Lost Stores
New Store/Upc Combinations, Lost Store/Upc Combinations
Potentially Lost Store/Upc Lifetime Sales
Spoilage Risk by Product
Spoilage Risk Overall
Existing Stores vs Last Year

Current Week Sales vs Last Year

This tile displays information on your current week's distributor sales comparative to the same time period last year. Last year's distributor sales, or "Goal," is displayed along with the percentage shift. 

Current_Full_Week_Comp_Sales.png

Sales Year to Date vs Last Year

Like its neighboring tile, this compares your sales for the current year to date against the same time period last year. The "Goal," or last year's sales total, is accompanied by your comp sales percentage.

Comp_Sales_Year_to_Date.png

Sales by Week

This comparative graph displays your sales dollar totals week by week and year over year. By visualizing performance in this way, it's easier to track seasonality and recognize sales patterns.

Sales_by_Week.png

Sales Year to Date

This visualization gives another look at your comparative sales performance in dollars, offering an insight into sales growth trends.

Sales_Year_to_Date.png

Most Current Week

This displays the latest week of data pulled in from UNFI. If the date is significantly behind, it would be worthwhile to check your UNFI connector in Crisp, as there's a chance it was disconnected after a mandatory password reset within UNFI.

Most_Current_Week.png

New Stores, Lost Stores

These tiles tell part of the story of your distribution gains and losses. "Lost Stores" are ones that have had no purchase of any upc in the last 12 weeks.

New_and_Lost_Stores.png

New Store/Upc Combinations, Lost Store/Upc Combinations

These tiles help complete the story of gains and losses, this time measured by total points of distribution. As these are based on the single total of unique store/product combinations, (Blank) may appear in one of the tiles.

New_and_Lost_Store_UPC_Combinations.png

Potentially Lost Store/Upc Lifetime Sales

This tile shows the lifetime sales of the store/upc combinations that have not had a purchase in 12 weeks.

Potentially_Lost_Store_UPC_Lifetime_Sales.png

Spoilage Risk by Product

Calculated based on the expected quantity to expire using on hand and forecasted values. 

Spoilage_Risk.png

Spoilage Risk Overall

This tile shows the total spoilage risk in dollars for your selected time period.

Total_Spoilage_Risk.png

Existing Stores vs Last Year

This comparative tile displays the current number of stores your products are shipping to against the number of stores (goal) you were shipping to during the same period last year.

Existing_Stores_vs_Last_Year.png

UNFI Sales Report Tabs

These tabs hone in on specific areas of your business with UNFI, revealing a greater depth of  information. Quickly jump to a specific tab by clicking the links below.

UNFI tab
Units/Store tab
Scatter tab
Comp Sales tab
Store Attrition tab
Store/UPC Attrition tab
Discount tab
Class of Trade tab
ACV tab
Chargeback tab
Year over Year tab
Sales Trajectory tab
Sales Root Cause tab
Segments tab
Explain tab

UNFI tab

This tab summarizes and shows sales performance by factors including product, channel, and state. Click and drag the slider in the top right corner to adjust the time frame.

Sales_Report.png

Units/Store tab

This tab gives you the ability to see units per store average information. Click and drag the sliders in the top right corner to adjust the time frame.

Units_Store_Tab.png

Scatter tab

This tab grants you the ability to view store or product outliers. Click within a visualization for more details.

Scatter_Report.png

Comp Sales tab

This tab succinctly displays year over year sales by product and chain. Click within a table to collapse or expand chain information.

Comp_Sales.png

Store Attrition tab

Available for UNFI ClearVue users, this tab displays detailed information on what stores were new or lost, including first and last purchase date, lifetime sales, average weekly sales, and lifetime purchases.

Store_Attrition_.png

Store/UPC Attrition tab

Similar to Store Attrition, this tab focuses on points of distribution gains and losses.

New_and_Lost_Store_UPC_Combinations_Tab.png

Discount tab

This tab displays your discount percentages by chain, warehouse, and product.

Discount_tab.png

Class of Trade tab

This tab displays penetration comparison by product category and change over time. Click to expand or collapse the table values on the left. The graph will update based on your selection.

Class_of_Trade.png

ACV tab

This tab focuses on All Commodity Volume (ACV) % penetration by combination of product channel and product category as well as by product.

ACV_Tab.png

Chargeback tab

This tab displays chargeback analysis by warehouse, Mcb category, date, store, and product with conditional formatting based on chargebacks as a percentage of sales.

Chargeback_Tab.png

Year over Year tab

Use this tab to compare sales and chargeback totals both year over year by week and year to date.

Year_Over_Year_Tab.png

Sales Trajectory tab

This tab allows for comparison of store trajectory by product and/or chain/store. Relative to sales start week.

Sales_Trajectory_Tab.png

Sales Root Cause tab

This tab helps you drill down sales by a multitude of attributes.

Sales_Root_Cause_tab.png

Segments tab

In this tab, chains and products are segmented into quartiles. Selecting a chain will show products purchased by the chain and sales over time. Selecting a product will show chains purchasing that product and sales over time. Stores and products are segmented by current status (existing or lost) based on whether or not there has been a purchase within the last 12 weeks.

Segment.png

Explain tab

This tab explains the percentage increase or decrease based on the selection of two points in time, with waterfall charts showing the most significant increases and decreases by chain and product. At the bottom is a detail matrix displaying sales and store purchase information. 

Explain_tab.png

Crisp UNFI Supply report tabs

These tabs hone in on your UNFI inventory information. 

Vendor Browse tab
Spoilage Risk tab
Fill Rate tab

Vendor Browse tab

This tab is comprised of figures and visuals relating to inventory variance (forecasted vs. on hand), with the Potentially Lost Sales tile based on being understocked

Vendor_Browse_Tab.png

Spoilage Risk tab

This tab delves into greater detail on your products at risk of spoiling. Calculated based on the expected quantity to expire using on hand and forecasted values. 

Spoilage_Risk_Tab.png

Fill Rate tab

This tab helps you break down your fill rate by product, warehouse, brand, and promo status, as well as track your fill rate trend over time. 

Fill_rate_tab.png