Table of Contents
Whats new in Distru Analytics?
Distru Analytics is now built in Sigma! 🥳
Item Level of Detail - All metrics are now rendered at the item level!
order items
invoice items
purchase items
accounts receivable
payments
Toggles
choose to include line item discounts and charges
split order level discounts proportionally over line item
omit taxes from total
Matrix and Explore - Now appear as tabs on multiple dashboards
see more granular data over time with multiple Matrix tabs
schedule source data export with any Explore tab
Bookmarks and Scheduled Exports
Bookmark your favorite views
Schedule your most used reports to save time!
New Location
Analytics is now available directly from the Distru Dashboard!
Toggles
Toggles at the bottom of the Orders and Invoice Dashboards allow for more granular analytics at the item level. The three options we have are:
Include Price Changes
Split Discounts / Charges
Include Taxes in Total
Include Price Changes in Discounts / Charges
When TRUE any item price changes will be combined with and respective discounts or charges. The subtotal will be updated to reflect this change.
What changes when the toggle is enabled?
The charges and discounts values will now include any price changes done at the item level. For example: if we add an item to an order and the default price is $10, but the price was manually changed to $5, this price change will be reflected as an Order Discount for each item.
The subtotal will be updated to reflect this change - Since an item price change alters the subtotal value, this toggle will adjust the subtotal accordingly.
2. Split Discounts / Charges Over Line Items
When TRUE, order level discounts and charges will be applied proportionally to each line item.
What changes when the toggle is enabled?
All order level charges and discounts will be proportionally applied to each line item. We calculate the proportion by creating a multiplier for each item:
- item multiplier = item total / order subtotal
- split discount (or item discount) = Order Discounts x multiplier- split charge (or item charge) = Order Charges x multiplier
Line item dimensions will show values for order level Discounts, and Charges metrics. This allows for more granular brand level reporting. If this toggle is off, then any line item values for discounts or charges, will show $0.
This is because order-level charges and discounts in Distru are not natively calculated at the item level but rather applied to the subtotal of the entire order.
Charges and discounts will still show order-level values in the Top KPI areas as well as in any grouped tables.
3. Include Taxes in Total
Include or omit item level taxes from total
What changes when the toggle is enabled?
Any applicable taxes are included with each item total by default
This toggle makes it possible to omit the taxes from the total
Matrix and Explore Updates
We've included a Matrix and Explore tab on all dashboards! if you scroll to the bottom of each dashboard, you'll have a few different options for a matrix now.
Note: for now we have a matrix for financial metrics ($), and count based metrics (#). Sigma is in the process of updates that should allow us to include these into a single matrix in the future.
Saving a bookmark (saved view)
After updating the default view, you can bookmark the view for quick reference later
Scheduled Exports
To schedule an export: Scroll to the bottom of the dashboard and select the hamburger icon in the bottom left and then "Schedule Export"
From here you can select the recipient, set schedule frequency, specify which dashboard or element to export and even select a Bookmarked view.
⚠️
Sigma currently has a known issue around scheduling exports of Bookmarked views in CSV format! They are working to get this resolved asap!
If you need help setting a scheduled export in the meantime, please set a time on this calendar and we can help you with a workaround!
Key Reports
A few key reports available in analytics that could enhance your current reporting would be :
Brand level Invoice report
Sales by Account Name, Account Owner, Invoice Owner, etc.
All discounts can be included/omitted
Brand invoice items with all metrics included
SKU penetration report - Be able to see what customers are buying what product and what products they are not buying over time by brand, category, subcategory, etc.
Collections
Track monthly outstanding balances, upcoming collections, and payments. Learn which Customers are behind to help start a dialogue.
Enable your Sales and Ops teams to take action independently and drive the collection rate up.
FAQs
Which Filters and Controls are global and which ones only affect the current tab?
The only controls that affect all tabs in a dashboard are
The "Distru Account Name" and "Platform" controls
The toggles at the bottom of the Orders and Invoices dashboards
If you have any questions on your current reporting, or just want to see Sigma in action, feel free to set a time on this meeting link and we're happy to help!