What every Sales Analyst should know (4 sessions)
Retail Link Intro
- "Canned" Queries
- Ad Hoc Queries
- Time Frames
- Customized Lists: Store groups, column groups,
- Calculations / Helpful Formulas
- Scheduling Queries; watchouts
- Sharing queries (with your buyer!)
- Download formats
Store of the Community
- Traits - Select Store Trait & Select Store Trait Description
- Maps
Promotional Analysis / Order tracking
- ARTS (Global Activity Research Tool; a.k.a. "Where's my stuff?")
- Store Item Order Detail Report
- Sell Through
- Actionable Communication
- Cannibalization / Incrementality / Lift
- Where do we go from here?
Script Orders
- Assess the purpose
- Build the analysis (formulas, omit traits, send traits)
- Format the order
- Summarize the order (cover page)
Managing Monday Morning
- Begin with the end in mind: Assess current responsibilities
- Schedule "Master" queries
- Establish the "dumping ground"
- Automatically Update Charts & Templates
- Disable Links / Macros
- Create Smart Text to drive your email
- Maintain reference tables (dates, store lists, item segmentations)
Communication of Results
- Less is best: Say it succinctly & use "smart text" where possible
- A picture is worth 1,000 words; a chart is worth 1,000 numbers
- Show me the money; put a dollar on everything!
- Always remember the "elevator speech"; make your boss look good!
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