Reports
See channel volume, performance by territory, SKU mix, and lots near expiry.
When to use
Use this for weekly channel reviews, territory comparisons, and to spot lots that need attention.
Before you start
- Permissions:
distribution:readfor the overview and by-territory views,analytics:distributionfor SKU by territory,lots:readfor near-expiry lots,credit:readfor credit aging. - Toggles: none for this app.
- Results follow your data scope (own, team, or all).
Steps
Open the overview
The Distribution home page shows the summary KPIs for the channel.
Compare territories
In Distribution → Reports, open the by-territory view to compare volume across territories.
Review SKU by territory
Open the SKU by territory view to see which products sell where. It needs the analytics permission.
Check near-expiry lots and credit aging
Open the near-expiry list, and use Distribution → Credit for aging and CSV export.
Tips & common mistakes
- If a section is missing, check whether you have the permission for it.
- Assign distributors to territories first, or the by-territory view stays thin.
- Van sales are not stock movements, so channel volume does not show stock deducted by van sessions.