How to access and run reports on TescoLink Microstrategy

Transcription

1 How to access and run reports on TescoLink Microstrategy

2 Contents Logging into TescoLink Microstrategy... 3 TescoLink Microstrategy landing page... 3 TescoLink Report Guides... 4 Sales and Stock Weekly and KPI Weekly Reports... 5 Sales and Stock Weekly and KPI Period to Date... 6 Range Conformance Weekly Report I Analysis... 7 Service Levels Weekly and Availability Reports Service Levels Exceptions Supplier to DC I Availability Supplier Performance Summary I Analysis Reports Amendment to Cost Price Report I Record Keeping Amendment to Purchase Order Report I Record Keeping Help and Support... 21

3 Logging into TescoLink Microstrategy To access the migrated reports, use your existing TescoLink credentials and log onto TescoLink Microstrategy via: Enter your TescoLink log in ID and password Ensure that LDAP is selected. You will then be directed to the landing page. TescoLink Microstrategy landing page The seven reports will be located under the Report category on the left hand side. Select the Report Category and then select the report via the report icons Record keeping notification messages will also appear here To access a report, click on the report icon

4 If you are used to TescoLink.com you will see that there is a new look and feel to the Microstrategy landing page. The reports remain within the same categories as the TescoLink reports structure. Once you have chosen the report you want to generate, the process to make selections and run will be familiar if you already used the current TescoLink system. If you are new to TescoLink, you can find how to run each report later on in this guide. You can see an example of the Range Conformance report below: Use the navigation icons to: Use drop down arrows to drill down to sub groups 1. Report information 2. Return to home page 3. Export to excel Navigation options: - Right click option to for drill down options - Double click on the TPNB or base product description for drill down options Product TPNB and descriptions hidden for training purposes TescoLink Report Guides These are the reports you can find within the new portal: Sales and Stock Weekly Range Conformance Weekly Service Levels Weekly Service Levels Exceptions Supplier to DC Supplier Performance Summary Amendments to Cost Price Amendments to Purchase Orders Sales and Stock Daily Profit Breakdown

5 Sales and Stock Weekly and KPI Weekly Reports This report gives information on Key Performance Indicators (KPI s) which are: Sales (LFL), Profit, Margin, Waste, Stock Cover and Supplier to Distribution Centre Service Levels on a weekly basis. It is drillable to item level. Please note: the Profit and Margin measures displayed are calculated at Buying Gross Level This report can be used to: The data is built on a weekly basis and the report opens at the latest complete week (with 8 weeks data available) and shows comparative measures against the same week last year. This report can be used in many ways for example: to monitor sales performance for products to review product performance at both Format and Store level to highlight any issues where further analysis is required to monitor waste to manage stock cover How to select and run the report Select the Sales and Stock weekly from the KPI Weekly section and the report will open at top level showing the latest complete week. Example report - Sales and Stock weekly Use the drop down menu arrow to specific Supplier Numbers to view. Use the navigation icons to: Report information Return to home page Scale numbers viewed option by 1, 1,000, and 1,000,000 Export table to Microsoft Excel by clicking on the right side drop down Right clicking your mouse on Division displays further navigation and functionality within report. You can view data by Format/Store/ Distribution Centre. You can also drill to department level.

6 Sales and Stock Weekly and KPI Period to Date The report opens at total company level with the same metrics as the weekly reports and gives you the option to drill down to product level. Below is a screen shot at company level and definitions of all the metrics listed below: Example report at Total level [Typ Right click your mouse to show different options to navigate through to and view data by Format/Store/DC. You can also drill to department level. Sales Value, Volume, Margin and Profit Metrics Sales Value TY - Sales value in at point of sale. Sales % Var LW - Percentage variance in sales value to the same period last week. LFL % TY - Percentage sales value change, in stores open this year and last year. Sales Volume TY - Sales volume in units this year. Sales % Var LW (Vol) Percentage sales volume variance to the same timeframe last week. Margin % TY - Retail margin at point of sale this year. Profit TY / (Sales Value TY exc. VAT + RTC Waste Value TY exc. VAT). Margin % LY - Retail margin at point of sale last year. Profit LY / (Sales Value LY exc. VAT + RTC Waste Value LY exc. VAT). Profit TY -Tesco Gross Profit Sales Value TY exc. VAT - Cost of Goods Sold + RTC Waste Value TY exc. VAT + Supplier Funded Discount exc. VAT + Additional Supplier Funding Value. Profit % Var LY - Percentage profit variance to last year. (Profit TY - Profit LY) / Profit LY x 100 Waste % TY - Store waste value as a percentage of sales value. (RTC + DAM + OOC) / Sales Value TY x 100. Days Cover TY (Vol) - Stock holding in DC, Store, measured in days, based on average daily sales. (DC Stock (Vol) + Store Stock (Vol) / Sales Volume TY (average daily)). Days Cover Var LW (Vol) Days cover variance to last week (days). (Days Cover TY Days Cover LW). Supplier to DC Gross SL % TY - Service level measure from Supplier to DC, Gross percentage fulfilment of Cases Ordered. (Cases Delivered To Order TY / Cases Required TY) x 100. Note: This calculation is available after 2 days. DC to Store SL % TY Service Level Measure from DC to Store - Percentage fulfilment of store delivered to store ordered. (100 * Store Delivered / Store Demand). CSL % TY (Vol) - Customer Service Level - Sales volume as a percentage of total of Sales Volume and Lost Sales Volume. Sales Volume / (Sales Volume + Lost Sales Volume). Please Note: The CSL % TY (Vol) is accurate from Day -2, due to delays of accurate data from the source systems on Day -1 (Yesterday).

7 Range Conformance Weekly Report I Analysis The Range Conformance Report is a snapshot analysis which illustrates how each product is ranged. It displays the overall number of stores the product has been ranged in, the sales value and the rate of sale. It also shows where stock is ranged and has sales, stock is ranged but has no sales and stock is not ranged but has sales. It reflects ranging as at the latest complete week only. You can drill down in the report to both format level and store level. This report can be used to: check that products are ranged in the correct stores as agreed with your buyer work proactively with your buyer to address any ranging inconsistencies and resolve drill down to Store level in order to target field teams more effectively help identify reasons why overall sales are down, by pinpointing problems with distribution How to select and run report Select the Range Conformance Report from the Analysis section and click on the Range Conformance icon to access the report. 1. Click on subgroup to select/deselect the product groups you want to run the report on. The selected products will appear on the right hand box. 2. Click on the Run Document button in the bottom left corner. 3. The report will run on latest complete week.

8 Example report - Range Conformance Report Weekly Use the drop down menu arrow to select sub-groups to view. To run the report for all subgroups just select the Run Document button, found at the bottom left of report. Use the navigation icons to: 1. Report information 2.Return to homepage 3.Export to Microsoft Excel. Use the drop down to select specific Supplier numbers. Sales Value TY sales value at point of sale Rate of Sales TY The rate of sales for the week (Sales Value TY/ Total Stores Selling). Range Store Count The number of stores that this product has been ranged in. Ranged Store Selling The number of ranged stores that have recorded either sales or stock in the week. Right click on TPNB to filter on Selections Reduces the list to the product selected. Right clicking on the arrow at the end of the TPNB enables you to filter to Store or Format level - a new page will appear with your filter options selected. Ranged Store Not Selling The number of ranged stores that have recorded neither sales, nor stock in the week. Non-Ranged Store Selling The number of stores that are not ranged for the product, but recorded either sales or stock in the week. Total Stores Selling The total number of stores with recorded sales or stock for the week. Format filter - Range conformance weekly Select the TPNB and right click from the homepage. Select the Format filter and it will return the report which highlights at Store format level: the ranged stores not selling, the nonranged stores that are selling and the ranged stores that are selling. It also provides you the Sales Value TY against each store for that TPNB.

9 Store Filter - Range conformance Weekly Store Select the TPNB and right click from the homepage. Select the Store filter and it will return a report at high level that shows ranged stores not selling, non-ranged stores selling and ranged stores selling. This list shows where the product is ranged and has no sales.you can target the range stores not selling to understand why this is the case. This list shows stores where the product should not be ranged but has sales. This could be for a variety of reasons e.g. following a range change, the Store Manager continues to order as it is a strong selling product for that store, or product distribution expanded due to overstock. This list shows stores where the product is ranged and its sales performance. Use this to manage and take action e.g. use for business negotiations with buyers to negotiate product distribution.

10 Service Levels Weekly and Availability Reports The Service Level Weekly Report gives a high level view of information based around Service Levels both into DC and into Store on a week by week basis and is drillable to subgroup level or to item level if a personal product list is used when ordering this report. Data available: the report opens for the latest complete week, with a further eight weeks worth of information available to select at Week, Period to Date and Year to Date time periods. The key measures in this report are: Cases Ordered; Cases Received; Cases Shortfall; and Service Levels (Supplier to DC and DC to Store). This report can be used to: review service levels in order to achieve Service Level targets ( min 98.5% target) monitor service levels by depot to improve service level highlight any issues within the last two weeks where further analysis is required How to Select and Run Select the Service Levels Weekly from the KPI Weekly section and the report will open automatically to show the latest complete week. Example report - Service Levels weekly The first table of the report has two tables to view: Supplier to DC and DC to Store. TABLE 1: Supplier to DC allows you to see a breakdown of your service levels and any cases shortfall Table 1: Supplier to DC

11 TABLE 2: DC to Store allows you to review the DC service levels relating to deliveries into stores and any cases shortfalls. Supplier to DC/ DC to Store (By depot) Table 2: DC to Store This report is drillable to DC/ Store Level respectively. Glossary of metrics in report (Supplier to DC) Cases Required TY - Cases required by Tesco (Cases Ordered + Suppressed orders). Suppressed Orders TY - Cases not ordered as known issue prevents fulfilment. Cases Ordered TY - Cases ordered by Tesco. Cases Delivered To Order TY - Cases delivered from supplier (Minus over deliveries). Cases Shortfall TY- Cases Ordered TY minus Cases Delivered to Order TY (including Supressed Orders TY). Supplier to DC Gross SL % TY - Service level measure from Supplier to DC, gross percentage fulfilment of Cases Ordered. (Cases Delivered To Order TY / Cases Required TY) x 100. Supplier to DC Gross SL % Target TY - Service level target. Scheduled Number of Deliveries TY- Number of scheduled item deliveries. Completed Number of Deliveries TY- Number of completed item deliveries. Delivery Accuracy % TY - Number of item deliveries completed successfully. Cases Shortfall LY- Last year Cases Required minus Cases Delivered to Order.

12 DC to Store Glossary of metrics in report (DC to Store) Store Demand TY- Store orders in cases. Cases Delivered TY - Cases delivered to store. Cases Shortfall TY - Cases shortfall. Non Delivered Long Term - Long term out of stocks. Non Delivered Short Term- Short term out of stocks. DC to Store CSL % TY - Service level measure from DC to Store, percentage fulfilment of Cases Ordered. (Cases Delivered / Cases Ordered) x 100. CSL % TY (Vol) - Sales volume as a percentage of total of sales volume and lost sales volume. Sales Volume / (Sales Volume + Lost Sales Volume). Dot.Com CSL % TY - Availability measure calculated using Tesco dotcom picks in store. (Dot.Com Orders Fulfilled / Total Dot.Com Orders) x 100. Sales Value TY - Sales value in at point of sale. Sales Value Lost TY - Lost Sales Value (from Customer Replenishment ) Drill to DC or change time option Use the right click option to drill to change location and timeframe.

13 Service Levels Exceptions Supplier to DC I Availability This Service Level Exception Report gives a product level view of service level exception information for deliveries from suppliers into Tesco distribution centres (DCs) and wharves. This report is to be run in conjunction with the Service Level Weekly report in order to use to cross reference the cases shortfall measure. The key measures in this report are: Cases Ordered; Cases Received; and Cases Shortfall Data is built on a daily basis and the report opens at the latest complete day, and provides a rolling 14 days data view of any subgroup which the supplier has products. Please Note: this report displays products for the selected sub group(s), which have a service level below 100%. Use this report to: monitor cases delivered to order to Distribution Centres/ Stores manage shortfall in cases by working pro-actively with the Tesco Distribution Centre team use shortfall information to improve the stock delivery to order process How to select and run report Select the icon Service Levels Exceptions Supplier to DC report from the Availability section and select the icon to access the report. Click on subgroup to select/deselect the product groups you want to run the report on. The selected products will appear on the right hand box. Selecting no subgroups will return Click on the Run Document button in the bottom left corner

14 Example report - Service Level Exceptions Supplier to DC Report The report will return any service level exceptions. This can then be used to work pro-actively with the Tesco Distribution Team e.g. to manage shortfalls in cases. Use the navigation icons to: The report will run on latest complete day showing a rolling 14 days of data. Use the drop down arrow to select the sub group of interest. 1. Export to Microsoft Excel 2. Return to homepage 3. Access online help This report then shows the product order details and will highlight service level expectations with the reason and description included. This helps to be proactive to manage this with the Tesco Distribution Teams as required. Glossary of metrics in report (DC to Store) Expected Delivery Date - Booked delivery date into DC. Date Delivered - Date product delivered to store. Purchase Order Number - Tesco Purchase Order number. TPND - Tesco Product Number (Traded Unit). Outer Case Code Barcode. Product Description - Product description. Cases Ordered - Cases required at DC. Cases Received - Cases delivered to DC. Cases Shortfall Number of cases not delivered to order. Reason Reason for shortfall may be entered by the DC (but not always).

15 Supplier Performance Summary I Analysis Reports This report acts as a template for meetings between you and Tesco. This report benchmarks your performance against last year. It is drillable to sub-group level, and displays key performance measures against both last year and a variable target. The target can be set on each data request by selecting the relevant version of this report When downloaded into Microsoft Excel, it gives you meeting notes on one page and the data on another. How to select and run report Click on the Supplier Performance Summary Report and the report will automatically open at top level for the latest complete week. Example report - Supplier Performance Summary This report has a Blue, Red, Amber & Green (BRAG) measure, which provides an indication on how well each KPI is performing year on year as a percentage. There is the option in the report to drill down to division and department. BRAG definitions Blue target exceeded Green target met Amber target not met, but plan in place Red target not met

16 This report gives you this year figures and your last year figures and BRAG s accordingly All data is drillable using the right hand mouse function on any text that is blue in colour. This measure is a direct comparison against last year s figure and then % variance also provided. RAG reporting based % variance to last year (Tesco year). RAG reporting based on this year s variance to the service level target (98.5%) Metrics Sales Value Sale value at point of sale. (This Year, Last Year and Var %). Sales volume in unit Sales volume in units at point of sale. LFL% - Percentage value change in stores open this year and last year. Profit Tesco gross profit sales value exc. VAT (Cost of Goods Sold +RTC Waste value exc. VAT + Supplier Funded Discount exc. VAT + Additional supplier funding). Cost of Goods Sold Cost of goods sold (Sales Volume*Weighted Average Cost) (This Year, Last Year and Var %). Margin % - Retail margin at point of sale this year Profit/(sales Value) x100. Waste % - Store waste value as a % of sales value. RTC waste % - RTC waste value as a % of sales value. OOC waste % - Percentage of retail value of goods destroyed due to out of code. DAM % - Percentage our retail value of goods damaged. WIBI Waste % - Percentage retail value of WIBI waste. Supplier to DC Gross SL- Service level measure from Supplier to DC, Gross percentage fulfilment of cases ordered. Target 98.5%*. DC to Store CSL DC to Store CSL%TY Service level measures from DC to Store, percentage fulfilment of cases ordered. Target 98.5%*. CSL (Vol) Customer service level - Sales volume as a percentage of total sales volume sand lost sales volume. Sales Volume Sales volume/ (Sales Volume + Lost Sales Volume). (This Year, Last Year and Var %) Target 98.5%*. Cases shortfall Cases required minus cases Delivered to Order. (Cases Required Cases Delivered to order). (This year, last Year and Var). * Target 98.5 across each category unless otherwise agreed.

17 Amendment to Cost Price Report I Record Keeping The Amendment to Cost Price Report details changes to cost prices made in Tesco cost files that have a direct impact on either basic or invoice cost displaying: the size of the impact, effective start and end dates, reason code for the amendment and the products it has been applied against. It only displays cost price amendments to product SKUs in the last month. This report can be used to: review cost price changes agreed with your buyer that have been set up in the Tesco cost files ensure that the correct cost price is used when invoicing Tesco for stock delivered to either depot or directly to a store facilitate the alignment of Tesco and Supplier systems and accurate invoicing cross check your records to ensure the correct quantity arrives on the correct day at the correct depot Changes made today will take 72 hours to appear in the Tesco system. Suppliers with a non-profit view will not have access to this data. Daily Alert There is a Record Keeping Alert notification on the welcome screen. This alerts you to any changes made to your Cost Prices or Purchase Orders. Daily checks are required as the message will be overwritten daily based on the date input not the effective date. Note: cost price changes are only loaded with your prior agreement. The commercial contact who agreed the change should also receive an notification when the change is loaded.

18 How to select and run report Select the Amendment to Cost Price from the Reporting section and click on the icon to access the report. You can search for amendments to cost prices: by date, by week, and by product. By Date/ By Week Select the dates to review any cost prices using the drop down boxes. There are 52 weeks of historical data available from when products were launched. Then click on the run icon at the bottom of the screen and it will take you to the product list screen. Select the product list and then select run. The report will return all the products that were available for that time periods. By Product Select the specific products (SKUs) that you wish to review using the product list screen. This will return any amendments made to the cost price for those products. Example report - Amendments to Cost Price (Search by Date) Use the drop down menu to filter on Supplier number. Use the navigation icons 1. Report information 2.Return to homepage 3.Export to Microsoft Excel. The Excel table then shows all the metrics to allow you to check a cost price change, the data the cost price change was made, the difference between the original and new cost price and the reason for the cost price change.

19 Amendment to Purchase Order Report I Record Keeping This report details Purchase Order amendments in Tesco s ordering system which will facilitate improvements in service levels. Use this report to: confirm that any Purchase Order amendments agreed with the buyer have been actioned; review changes in delivery quantities, confirm a change in delivery depot or change in delivery has been actioned in the Tesco system; and cross-check your records to ensure the correct stock quantity arrived on the correct day and in the correct depot. Note: Suppliers with a non-profit view will not have access to this data Daily Alert The Record Keeping notification on the TescoLink welcome screen alerts you to any changes made to your Cost Prices or Purchase Orders. Daily checks are required as the message will be overwritten daily based on the date input not the effective date. Changes made today will take 72 hours to appear in the Tesco System.

20 How to select and run report Select the Amendment to Cost Price from the Reporting section and click on the icon to access the report. You can search for amendments to cost prices: by date, by week, and by product. By Date/ By Week Select the dates to review any cost prices using the drop down boxes. The date version of this report displays the Tesco calendar for you to select dates. There are 52 weeks of historical data available from when products were launched. Then click on the run icon at the bottom of the screen and it will take you to the product list screen. Select the product list and then select run. The report will return all the products that were available for that time periods. By Product Select the specific products (SKUs) that you wish to review using the product list screen. The report will return all Purchase Order amendments for the specific products selected. Example report I Amendments to Purchase Order (Search by Date) Use the drop down menu to filter on Supplier number. Use the navigation icons 1. Report information 2. Return to homepage 3. Export to Microsoft Excel In summary, the data in the Excel table details the Tesco depot to which the order was placed, the date change, the new delivery date, the current purchase order, the amended quantity and/or case size, the reason for change to the purchase order. You will find a full list of all the metrics displayed in the report glossary within TescoLink.

21 Help and Support If you need a login for TescoLink Microstrategy please contact TescoLink Support team with your supplier number. The TescoLink support team can also provide help and support at: Tescolink.Support@uk.tesco.com For information on other Tesco topics, please visit: