OCER Report

OCER (Outlet  Coverage Efficiency Report)

This report helps in analyzing the coverage efficiency  across all the outlets like TC/PC done by the Field Users, sales, revenue from  that outlet and based on that prediction of revenue for the month can also be  calculated. 

This report is helpful in finding the dead outlets, inactive  outlets based on the frequency of visit on those outlets. 

Report Logic: 

· Report can be downloaded on Month basis only. 

· Report will be available to download on  Geographical filter basis. 

· Outlets which are  present under geographically mapped beats will only reflect. Means that beats  of all the outlets should be mapped         with Territory < Region < Zone. 

· Distributors will  come against outlets on which sales is done. Means that distributor will  reflect if sales is done on that outlet. 

· Distributor must be  attached to the beat of the outlet to reflect the sales done on the outlet. 

Date Range Filter:  Month Wise up to 3 months. 

Understanding the Headers in the sheet (from left to right):

1. Zone: It is an entity which is superset of all Geographical entities. Zone is the largest geographical area in  which regions are present.

2. Region: A  geographical entity which is a subset of the Zone. It is combination of  territories of a particular geography. 

3. Territory: A geographical entity in which beats of a particular geography are present. 

4. Distributor ERP Id: A unique ID to represent a Distributor. Distributor name can be same but the ERP id is unique and carries the identity of that Distributor. 

5. Distributor: Name of the Distributor attached with the beat of that particular outlet against which frequency is analysed. Distributor will come as per logic explained above.       

6. Beat ERP Id: A unique ID to represent that beat. Beat name can be same but the ERP id is unique and carries the identity of that beat. 

7. Beats: Name of the beat in which that outlet is present. 

8. Outlet ERP Id: A unique ID to represent that Outlet. Outlet name can be same but the ERP id is unique and carries the identity of that outlet.

9. Outlet: Name of the outlet on which the frequency/sales is analysed. 

10. Shops Segmentation: Segmentation  of the outlet based on the Potential of the outlet. Segmentation can be based  on the Revenue generated by the outlet/Product space in the outlet/Competitors  Product Sales from the outlet. 

11. Shops  Type: Type/Category of  outlet it is. Whether it is a Kirana Store, Wholesale Store or a Standalone. 

12. Reporting Manager: Name of the Manager whom the Employee is reporting. 

13. Employee ERP Id: A unique ID to represent that Employee. Employee name can be same but the ERP id is unique and carries the identity of that Employee.

14. Employee: Name of the Employee who has visited the outlet and has done sales on that outlet. It will come blank if no sales have been done by any user in the selected date range. 

15. Employee Rank: Rank of the user at which he is present in Company Hierarchy.

16. CAP: Calls Against Planned outlets. That means calls made against the planning of the outlet assigned to the Employee in the selected date range. 

17. TC: Total number of calls done by the Employee on that particular outlet in the selected date range.

18. PC: Total number of productive calls  done by the Employee on that particular outlet in the selected date range.

19. Qty (Std Unit): Quantity sold by the Employee (in standard unit) on that particular outlet in selected date range.

20. Net Sales value: Value generated by the sales done by the Employee in particular outlet in the selected date range.

21. Avg. Revenue per Visit: Total revenue generated by the Employee/ Total TC. 

22. Predicted Revenue per Month: It is calculated as (Avg. revenue per month * 4). 

23. Last Visit: Date on which last visit is done by the user on that particular outlet.