POS Light Projects Back-Office Reports guide

1. POS Light ProjectsBack-Office Reports guide Auteur : P. Boukaka Date : 02/03/2012 Version : 0.1

2. Summary SALES REPORTS • POS Franchise Sales Report • POS Sales Report • POS Sales vs. Targets Raw Data Report (User guide in Excel) • POS Targets Sales Report MARKETING REPORTS • CRM KPI Report • Overall Contact Extraction Report ADMINISTRATIVE REPORTS • Price List Catalogue Report

3. Sales Report Category • Located In the Workplace – Report section. • All Sales Report are available in the “Sales Reports” view. • Once you selected the report, click on the “Run Report” button to execute the report

4. POS Franchise Sales Report • Parameters • Start/End Date: POS Transaction Dates time range • Franchise: all products’ Franchise • POS: all active PC and Mobile POS • Scope and results • Aggregate value and quantity of Transaction lines by Franchise • A Pie chart is available at the end of the report

5. POS Sales Report • Parameters • Start/End Date: POS Transaction Dates time range • Scope and results • Aggregate value and quantity of Transaction lines by sales axe • Beauty Consultant sales details can be toggle on/off • A sub-total is available at the end of the report • IPT and VPT values are calculated by POS and BC

6. POS Sales vs. Target Raw Data Report (1/6) • Parameters • Start/End Date: POS Transaction Dates time range • Scope and results • Individual line of data of Transaction Lines with the POS, Beauty Consultant and Main Family detail. • This report is designed to be fully usable in an Excel Pivot Table (tutorial in the next slides).

7. Choose your time range Export to Excel 1 2 POS Sales vs. Target Raw Data Report (2/6)

8. Delete the columns D, F and G Then create a Pivot Table based on the cleansed table 3 POS Sales vs. Target Raw Data Report (3/6)

9. Configure the Pivot Table as follow Disable the “Main Family” sub-total 4 5 POS Sales vs. Target Raw Data Report (4/6)

10. Create a new “Calculated Item” 6 POS Sales vs. Target Raw Data Report (5/6)

11. Create the “Left to Achieve” formula 7 POS Sales vs. Target Raw Data Report (6/6)

12. POS Targets Data Report • Parameters • Start/End Date: time range based on POS Daily Target Start Date. • Scope and results • Aggregate value of POS Daily targets by sales axe • Total is available by sales axe and by POS.

13. Marketing Report Category • Located In the Workplace – Report section. • All Sales Report are available in the “Marketing Reports” view. • Once you selected the report, click on the “Run Report” button to execute the report

14. CRM KPI Report • Parameters • Start/End Date: time range based on POS Transaction Date. • POS: all active PC/Mobile POSs • Beauty Consultants: BCs related to the selected POS • Scope and results • Created contacts • Linked and Anonymous share • Sold products quantity • Transactions • Linkage percentage by BC • One Axe vs. Multi Axes transactions • UPT and VPT • Main family sales repartition by BC

15. Contact Extraction Report • Parameters • Start/End Date: time range based on POS Transaction Date. • Scope and results • All identified customers who made a purchase in the selected time range. • Display of contact details (address, communication canals, opt-ins). • Display of the Turnover by customer, his number of transactions and VPT. • Descending sorting by turnover.

16. Administration Report Category • Located In the Workplace – Report section. • All Sales Report are available in the “Administrative Reports” view. • Once you selected the report, click on the “Run Report” button to execute the report

17. Product Catalogue Report • Parameters • Language: desired Product label language • Price List: available Price List • Scope and results • Exhaustive Product catalogue with its localized labels. • Every pricing and marketing details are displays (currency, sales axe, main family, commercial use group, etc.)