Guide: Business Intelligence.

The Business intelligence functionality in Cybake is designed to provide in depth analysis of your business, looking at trends over time or drilling down into the minutia a single day. This guide covers the various reports, filters and drop downs available.

Please note, BI reports run off invoiced sales and will update data overnight.

How it works

1. Each of the reports breaks down into different tabs across the bottom and changes to the available filters and date range on the left and right of the report will be reflected across all tabs as you navigate.

 

2. As highlighted below selecting a portion of a chart will filter by that category and display top line information available and alto filter the table below to reflect your selection.

3. Where you see a plus in a table you can drill down further into the available information.

Alternatively using the arrow icons at the top of the table will let you expand or collapse all the data or one level at a time.

4. Selecting the three dots in the top right of a graph or table will provide you with additional options to export the underlying data to .xlsx or .csv formats. N.B. Data exports with all applied filters.

  

 

Reports that are available 

Invoiced Sales Analysis

Type: Wholesale Sales

The Invoiced Sales Analysis suite offers high-level sales trend reports for customer and products which can be interrogated down to individual transaction level.

The following filters can be applied and are synchronised across all reports:

• Date Range
• Product Category Group
• Product Category
• Customer Category Group
• Customer Category

Further filters can be applied to certain pages or visuals.

The Invoiced Sales Analysis suite contains the following reports:

1. Sales Analysis Overview provides high-level trend information for invoiced sales.
2. Sales Analysis by Product provides high-level trend and detailed invoiced sales data from a product perspective.
3. Sales Analysis by Customer provides high-level trend and detailed invoiced sales data from a customer perspective.
4. Returns By Product provides high-level trend and detailed returns data from a product perspective.
5. Returns By Customer provides high-level trend and detailed returns data from a customer perspective. 

Invoiced Sales Profit Analysis

Type: Wholesale Sales

The Invoiced Sales Profit Analysis suite offers high-level margin trend reports for customer and products which can be interrogated down to individual transaction level.

The following filters can be applied and are synchronised across all reports:

• Date Range
• Product Category Group
• Product Category
• Customer Category Group
• Customer Category

Further filters can be applied to certain pages or visuals.

The Invoiced Sales Profit Analysis suite contains the following reports:

1. Profit Analysis Overview provides high-level trend information for invoiced sales.
2. Profit Analysis by Product provides high-level trend and detailed margin data from a product perspective
3. Profit Analysis by Customer provides high-level trend and detailed margin data from a customer perspective.
4. Data Anomalies highlights products that have not been correctly set up in terms of recipes and/or purchasing costs or have no recipe cost at all.
   These products will skew overall margin data and therefore need correcting to get accurate information.

Retail Box Opening Traceability

Type: Retail Production

The Retail Box Opening Traceability report allows users to query how many boxes of specific products and best before dates were opened for recall and audit purposes.

Users can search by:

• Opening Date
• Best Before Date
• Product Category
• Product Name
• Stock Code

All data can be exported to excel for further analysis or sharing of data.

Retail Production Analysis

Type: Retail Production

The Retail Production Analysis suite provides an high level overview of stores compliance to production plans and how accurately they are recording business critical data.
All reports can be interrogated to individual store and product level.

The following filters can be applied and are synced across all reports:

• Date Range
• Product Category Group
• Product Category
• Store Category Group
• Store Category
• Product
• Store

Further filters can be applied to certain pages or visuals.

The Retail Production Analysis suite contains the following reports:

1. Store Overview: Provides a high level view of store compliance comparing this week’s compliance to a selected week.
2. Store Plan Analysis: This reports provides detailed analysis of forecasts, plans and stores compliance to these plans and the impact of non-compliance.
3. Product Plan Analysis: This report helps to identify any issues with compliance and planning at a product level.
4. Store Production Compliance: A detailed analysis of store’s compliance to production plans
5. Store Data Accuracy: This report highlights where stores are not recording baked, sales, waste or carry over consistently.
6. Product Data Accuracy: Looking at data accuracy from a product perspective, this report highlights if there are issues with certain categories or products.
7. Week-on-week Production Compliance: A high-level view of production compliance over a selected date range which can be drilled into to see week-on-week trends.

Retail Sales Profile By Hour

Type: Retail Production

The Retail Sales Profile By Hour provides a visual representation of when products are sold throughout a trading day.

The report shows the sales for each hour throughout the day as an average over the stores, products and date range selected.

The following filters can be applied and are synced across all reports:

• Date Range
• Product Category Group
• Product Category
• Customer Category Group
• Customer Category
• Product
• Customer

All data can be exported to excel for further analysis or sharing of data.

Retail Stock Analysis

Type: Retail Stock

The Retail Stock Analysis traces all retail stock movements for the previous twelve weeks. Stock valuations are based on the stock costing option selected for each retail outlet.

The following filters can be applied and are synced across all reports:

• Date Range
• Product Category Group
• Product Category
• Customer Category Group
• Customer Category
• Product
• Customer

Further filters can be applied to certain pages or visuals.
The Retail Stock Analysis suite contains the following reports:
1. Retail Stock Overview: The Retail Stock Overview provides high level totals of retail stock transactions and unaccounted stock.
2. Retail Stock Reconciliation by Customer: This report allows the user to drill into the detail of all stock transactions between the selected date range for all retail outlets.
The data from the table can be exported to excel and .csv.

Additional filters can be applied to the table:

• Opening stock qty - only show values equal to, greater or less than specified values
• Waste Total - only show values equal to, greater or less than specified values

3. Retail Stock Reconciliation by Product: This report allows the user to drill into the detail of all stock transactions between the selected date range for all products.
The data from the table can be exported to excel and .csv.

Additional filters can be applied to the table:

• Opening stock qty - only show values equal to, greater or less than specified values
• Waste Total - only show values equal to, greater or less than specified values

4. Waste Reason: Here the user can see every waste transaction recorded by retail outlets for the last twelve weeks and the reasons given for waste.