Reports and Dashboard

Reports allow companies to sense the pulse of a business. FMCG sales managers and leaders (like CEO, National sales head or marketing head) rely on a comprehensive set of reports and dashboards to allow them to analyse the business and sales performance in various cuts and slices. During all our expert interactions and customer interviews, this capability in a sales force automation platform (SFA) has been rated as the most important factor in choosing one solution over another. Peri CRM puts alot of emphasis on empowering customers with advanced data analytics capabilities using a three pronged approach:

1. Standard offering: We provide our customers with FMCG standard, best-practices reports with filteration capabilites across 
   1. Indian geography: Peri has mapped Census of India data i.e. 36 Indian states, 640 districts, 1021 sub districts, 2500 cities and will soon map the 100,000 plus villages. 
   2. Population type: Peri has categorised a city by tiers (tier one to tier six) and population types (rural, semi-urban, urban and metropolitan). 
   3. Distribution chain type: Peri allows companies to track distribution from depot to super stockiest to distributor till sub-distributor. 
   4. Retail chain type: Peri follows Nielsen’s classification of retail universe for the purpose of standardisation. 
   5. Designation: Peri allows companies to replicate their org chart onto the platform allowing both direct and indirect reporting relationships. 
2. Customised offering: Peri understands that one-size-fits-all doesn’t always work in Indian context which is why we offer customisations as part of the implementation. Peri’s experienced business consultants sit with company’s middle and sernior management to extract the exact customisations required in reporting. These reports are then published on the analytics cloud based on user access to enable instant distribution and information sharing. 
3. Do it Yourself (DIY) offering: Peri is one of the few CRM companies in India that offers a super-capable DIY platform for report and dashboard creation, powered by world’s leading data analytics and visualisation platform Zoho Analytics. This is typically opted by mature companies with a strong team of data and business analysts.

Peri’s reports are available in a multitude of formats including csv, excel, pdf, HTML and interactive sheets. Additionally, email alerts can be created based on a defined business logic. 

We invite you to take a demo of Peri CRM’s analytics platform to get a detailed walk-through of all the three offerings and pick the one that fits you best.