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 Health, 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.
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.
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 Year to Date
This visualization gives another look at your comparative sales performance in dollars, offering an insight into sales growth trends.
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.
New Stores, Lost Stores
These tiles tell part of the story of your distribution gains and losses. Stores are considered lost if they have had no purchase of any upc in the last 12 weeks.
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.
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.
Spoilage Risk by Product
Calculated based on the expected quantity to expire using on hand and forecasted values.
Spoilage Risk Overall
This tile shows the total spoilage risk in dollars for your selected time period.
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.
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.
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.
Scatter tab
This tab grants you the ability to view store or product outliers. Click within a visualization for more details.
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.
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/UPC Attrition tab
Similar to Store Attrition, this tab focuses on points of distribution gains and losses.
Discount tab
This tab displays your discount percentages by chain, warehouse, and product.
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.
ACV tab
This tab focuses on All Commodity Volume (ACV) % penetration by combination of product channel and product category as well as by product.
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.
Year over Year tab
Use this tab to compare sales and chargeback totals both year over year by week and year to date.
Sales Trajectory tab
This tab allows for comparison of store trajectory by product and/or chain/store. Relative to sales start week.
Sales Root Cause tab
This tab helps you drill down sales by a multitude of attributes.
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.
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.
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
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.
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.
