Monday, November 26, 2018

7 Merchandising Report Examples

One of the many duties of merchandising managers is to summarize meaningful product and/or category information collected at the sometimes thousands of retail stores for which they are responsible. Merchandising reports can seem complex to build but, with the right piece of software, merchandising and category managers can easily organize multiple store data in a way that will lead to the appropriate action by management.

The following merchandising report examples are just some of the ways in which information collected at stores can be organized:

Product availability report
This is the probably the most important type of merchandising reports since it shows any out-of-stocks by stores and therefore allows management not only to know which locations need extra shipments but also to better adjust shipment quantities and frequency.

Product display reports
This type of report can include information on issues such as product damage and/or tampering, as well as photos.

Product pricing report
As the name indicates, this type of report can help merchandising managers view and analyze product price fluctuations by store.

Product category report
This merchandising report example includes planogram compliance reports and can contain share of shelf percentages as well as category shelf photos.

Competitor product report
Viewing and analyzing competing product information allows merchandising managers to tweak their product/category strategy. Information may include pricing, promotions, packaging, and display strategy.

Seasonal display report
Seasonal displays are a great way to increase product awareness at stores. With this report, merchandising managers can keep track of the set-up, maintenance, and performance of seasonal displays.

Merchandiser activity report
This merchandising report example allows managers at CPG companies and marketing agencies to keep track of how many and which stores each merchandiser is visiting a day, as well as know if they are properly performing their duties with GPS verification of store visits.

VisitBasis is an end-to-end merchandising solution that allows managers to create the customized questionnaires necessary to capture store-level data in order to generate the above merchandising report examples - and more. See what VisitBasis can do for your business: Sign up for a free trial or schedule an online demo.



Friday, November 2, 2018

Field Force Automation Solutions Deliver More Than Just Mobile Data Collection

Field force automation solutions have revolutionized the way businesses with outside teams work. From sales to in-store merchandising and service professionals, field force automation has done away with paperwork and double data entry errors, as well as brought increased productivity.

But besides straightforward mobile data collection, what are some other benefits of field force automation solutions? Businesses who have adopted such software report the following:

Better accountability with little effort
In addition to actively collecting data, mobile field force automation solutions also gather passive information, such as GPS and time stamps. This means that management is able to see where their field personnel are during the day and which activities are being performed at which customers.

Empowering of field professionals
More than data collection, mobile field force automation solutions provide a platform for accessing relevant information. For instance, sales reps can retrieve new product brochures and past customer call reports without the need to plan visits by printing out materials. Also, specific forms can be designed so field personnel can report on out-of-the-ordinary situations, such as distributor or retailer out-of-stocks.

Real-time reporting 
Real-time reporting is probably the biggest advantage of field force automation solutions for businesses since there is virtually no lag time between data collection and reporting, thanks to the elimination of data transcription and processing, and therefore make faster and better strategic decisions.

VisitBasis is an ideal field force automation solution for businesses conducting in-store or in-customer activities such as surveys, product tastings, audits, planogram checks, among others, that require customized forms along with real-time access and analysis of the data being collected.

Want to see how VisitBasis works? Sign up for a free trial or schedule an online demo!