Reporting

At ProfitOptics, we make sure you have the data to make the best decisions for your business. ProfitOptics develops reports to cover your data needs, including everything from sales reports to commission reports and territory reports to travel reports. Our sales operations reporting reveals actionable insights that can help improve decision making and inform business strategy.

TOOLS

ITEM SALES

Item Sales is an aggregated list of a customer’s spend by item, with relevant info to answer customer questions and understand item spend spread.

POSSIBLE LOST SALES

For customers with an expected spend on sundry items, if there is a drop-off pattern of repeatable items that are usually sold, these items will appear on the Possible Lost Sales report.

CROSS REFERENCE ITEMS

This report displays internal products cross-referenced with competitor products. This is used for centrally managing a cross-reference item repository and for communicating out to customers.

ITEM SUBSTITUTION

Item substitution gives you the ability to understand items your customers are buying that are now discontinued as well as items that can be substituted in for the discontinued items.

DAILY SALES REPORT

Stay up-to-date on daily sales with a daily sales report for you and your representatives.

TERRITORY LEVEL REPORTING

Empower your sales team with information on their territory in a quick, simple report. This report is ideal for planning purposes and targeting customers.

PRESCRIPTIVE ANALYTICS

Find the best course of action for a given situation with prescriptive analytics. This includes predictive analytics to make predictions about unknown future events by using descriptive analytics from the past.

CANNED AND CUSTOM REPORTING

Make reporting easy with canned reporting to access information you need regularly. Need something customized? ProfitOptics specializes in custom reports tailored to your business.